South East Asia Vol 2
The South East Asia Monitor Vol 2 service provides subscribers with systematic political risk assessment, economic forecasts and business analysis for Indonesia, Malaysia, the Philippines and Singapore.
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Singapore / Economy
Singapore's March trade performance signified that a moderate export recovery is likely in the works, with a monstrous jump in pharmaceutical shipments in particular suggesting that the retrenchment in the volatile biomedical category has begun to recede. Nevertheless, exports continue to decline in year-on-year (y-o-y) terms, and a weak Q113 GDP growth print in China suggests that...
2013-05-03Philippines / Economy
Although President Aquino's star continues to rise, 2016 remains a relative mystery. While a few likely presidential candidates have emerged, including Vice President and Aquino ally...
2013-05-03Indonesia / Economy
In BMI's view, the Yudhoyono administration's ongoing inefficacy suggests more significant risks of a policy schism following next year's elections, and as a result we have further...
2013-05-03Country Risk Rating
Philippines
Although President Aquino's star continues to rise, 2016 remains a relative mystery. While a few likely presidential candidates have emerged, including Vice President and Aquino ally...
2013-05-03Indonesia
In BMI's view, the Yudhoyono administration's ongoing inefficacy suggests more significant risks of a policy schism following next year's elections, and as a result we have further...
2013-05-03Singapore
Singapore's ongoing economic transformation is very much tied to its shifting political environment, in which the ruling PAP has been forced to reconsider its pro-immigration policies...
2013-05-02Philippines
Philippine president Benigno Aquino III has approved the construction of a new flyover in Metro Manila, reports Inquirer News. The PHP2.7bn (US$66mn) project will involve the construction...
2013-04-08Singapore
Singapore's March trade performance signified that a moderate export recovery is likely in the works, with a monstrous jump in pharmaceutical shipments in particular suggesting that...
2013-05-03Indonesia
Consensus estimates peg Indonesia's Q113 real GDP growth at 6.1% year-on-year (y-o-y), matching both the country's Q412 expansion as well as our full-year 2013 growth forecast. Although...
2013-05-03Philippines
The Philippines continues to bask in the healthy balance of inflationary forces and economic growth, as reflected by the headline Consumer Price Index's decline from 3.4% year-on-year...
2013-05-03Indonesia
Indonesian exports remained steady in January, declining by 0.1% in month-on-month (m-o-m) terms but stabilising to -0.8% year-on-year (y-o-y) versus -9.9% y-o-y in December 2012. Imports...
2013-03-05Indonesia
The continuation of Indonesia's impressive economic growth will be highly dependent on whether the government can manage to push through bureaucratic reforms to allow for much-needed...
2011-06-06Indonesia
We believe that a cabinet reshuffle is in order in the coming months as Indonesian President Susilo Bambang Yudhoyono seeks to account for his administration's failure to curb religious...
2011-02-18Indonesia
Indonesia's endemic corruption problem is unlikely to improve significantly, at least in the short term. Indeed, in light of some procedural changes, we are worried that President Susilo...
2010-04-22Malaysia
We believe the election of Chua Soi Lek as president of the Malaysian Chinese Association, a junior partner of the ruling Barisan Nasional coalition, will do little to restore its...
2010-03-29
