Asia Country Risk Views

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De-Dollarisation Efforts Bearing Fruit

The Vietnamese dong has remained stable within a narrow range of VND20,815/US$-VND21,238/US$ since the beginning of 2012, and we expect this trend to continue throughout 2014. There is increasing...

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Stability In Sight For Ailing Rupiah

Given that the Indonesian rupiah is currently trading slightly below our end-2013 forecast of IDR11,700/US$, we are neutral on the unit over the short-term. That said, the scale of the currency's...

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The Curious Case Of Indian Inflation

Despite sluggish economic activity and tighter monetary conditions, headline inflation remains a key concern in India. Acute food price pressures lie at the heart of the problem, which we believe is...

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