Fireside Chats – Asia Insights: Prospects for Indonesian and ASEAN economies.

In this episode of our Fireside Chats series we’ll be talking with Euben Paracuelles our Chief ASEAN Economist and Wee Choon Teo our Asia FX strategist, on their thoughts for Indonesia and brief look over the rest of the ASEAN region. We’ll be asking them on why interest in Indonesia and the macro community is picking up, how this compares to the rest of the ASEAN economies, and why Indonesia is perhaps the most sensitive to higher US yields and how investors should position on it.

00:00 Introduction

00:48 Why have levels picked up so much?

01:46 What's the opportunity in Indonesia?

03:11 Widening fiscal deficit, what does it mean?

04:54 MMT means high inflation, effects for Indonesia?

06:42 Will the current account deficit to widen?

07:51 The impact of recent reforms?

09:45 Impact of new sovereign wealth fund

11:05 Latest developments in monetary and fiscal policy

13:28 What's next for the credit rating outlook?

14:41 Where is Indonesia in the growth outlook for EM's

15:59 Tourism outlook, when can Indonesia open up?

16:51 Do other ASEAN countries share the same risks?

18:13 Strategy teams view on IDR

20:28 Beyond US yields what else should be considered?

22:38 Financial flows vs trade flows

24:04 Other views on South East Asia currency space

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