Asia Country Risk Views

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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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Assessing The Political Turmoil

We assess three scenarios that could play out over the coming months as the political situation in Thailand continues to intensify. We see increasing risks that Prime Minister Yingluck and her...

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2014 Set To Be A Pivotal Year

The year 2014 will be pivotal for Afghanistan, because of the country's presidential election in April, and because of the withdrawal of most NATO troops by December. These twin processes mean that...

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