Tag Archives: Indonesia

Emerging Asia: policy risks in focus in 2012

Any Asia outlook piece is sure to address the sustainability of China as the proverbial Atlas carrying the world on his shoulders. The consensus is for slower growth next year, but for every note claiming a manageable reduction in growth there is another foretelling a crash to the bottom.

Asia Featured Strategy

Will Indonesia outperform again in 2012? (IDX)

Jakarta’s gain of 3.2% and return to investment grade makes Indonesia the standout among Asian peers for 2011. An accommodative monetary policy and strengthening credit environment should drive the economy into2012 and warrant an overweight position in the emerging Asia portion of portfolios.

Asia ETFs Strategy