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Markets & Economy » The Rise of Indonesian Consumerism

April 20, 2016 | Emerging Markets

When Joko “Jokowi” Widodo assumed the office of president of Indonesia in October 2014, we were cautiously optimistic that his success as governor of Jakarta would be replicated on a national scale. Yet shortly after taking office, our enthusiasm waned amid political disappointments …

Markets & Economy » Clarity in Emerging Markets: Indonesian Election Outcome

August 14, 2014 | Emerging Markets

On July 9th, Indonesians turned out en mass for the country’s national election. The contest pitted the young governor of Jakarta, Joko Widodo (Jokowi), against a former general and businessman, Prabowo Subianto. When the dust finally settled and the official results were released on July 22nd, …

Markets & Economy » Singaporean Consumer Consumption and Confidence is Weak – Should Investors Worry?

October 11, 2013 | Emerging Markets

Singapore is the world’s 35th largest economy by nominal GDP, yet ranks 6th in the world by GDP per capita, signifying its position as an advanced and highly-productive economy. With an efficient regulatory framework, low tax rates, and a flexible labor market, Singapore has a reputation for …

Markets & Economy » The Great Undervaluation of China

July 30, 2013 | Emerging Markets

Certain critics and bulls have voiced their concerns about China, in particular over the slowing growth momentum and rapid credit growth. There is no denying, of course, that over the last 20 years, the Chinese economic growth story has been nothing short of incredible. The economy has zipped …


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