Private Investment: A Ray of Sunshine in Rainy Indonesia
After braving an earthquake-induced tsunami and several volcanic eruptions in the past two months, Indonesia now faces heavy rains, which dampened the GDP growth number for Q3. Indonesia’s GDP expanded...
View ArticleRGE’s Wednesday Note – Malaysia’s Middle-Income Malaise
Malaysia’s policy makers have been forced to confront the factors blocking the country’s rise to high-income status. Facing higher labor costs, the economy has been unable to maintain a growth model...
View ArticleRGE’s Wednesday Note – Japan’s Production Shortfall Drags on EM Asia Supply...
The amplified shock from Japan’s March 11 earthquake, then tsunami, then nuclear crisis has rippled through the supply chain of its emerging Asia (EM Asia) neighbors. Production shutdowns and weakened...
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Japan: Inflation Expectations and Real Interest Rates
There is evidence that inflation expectations are firmly moving into positive territory after languishing below zero following the onset of the global financial crisis. The 7y breakeven has stabilized...
View ArticleThe Likelihood of BoJ Easing Next Week
The Fed’s Thursday easing announcement paves the way for the BoJ to announce its own asset purchase program expansion at next week’s policy meeting, in line with our previous view. There are certainly...
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The Romney Recovery of 2003-06
One of the most popular complaints of Barack Obama’s stewardship of the economy centers on the argument that bad government policies are responsible for the weak recovery we’ve had since the financial...
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