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Macro Chart Pack: Feeling The Heat

We have long warned of overheating pressures within Indonesia's economy and it is clear from the recent data flow that such pressures have started to boil over. The most obvious symptoms are a...

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Fuel Price Hikes: Initial Thoughts

While we see some short-term pain for the autos sector due to the legislated fuel price hikes and have downgraded our 2013 sales forecasts for each segment according to the impact we believe each...

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