Indonesia’s fiscal performance set to improve

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Indonesia’s decision to scrap domestic fuel subsidies and use the savings for needy infrastructure projects marks a big step forward for the country’s fiscal health. It not only lessens the

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Despite uncertainty and volatility, China’s reforms could trigger six world-shaking changes, says AB

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One of the biggest risks facing investors concerned about weak growth and market volatility in China is that they could be underestimating the country’s upside potential, research by global asset

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Asia: Too early to worry about El Niño as downside risks to growth persist

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After a period of lower oil prices and disinflation concerns, Asian markets are shifting their focus to the risk of an El Niño–driven food price inflation. But an absence of

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China eyes liquidity war as equities gyrate

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Beijing’s swift and high-handed policy response to the Chinese stock market’s sharp correction has raised eyebrows. In our view, however, a greater issue is whether policymakers will abandon their reform

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2Q:15 Divergence best tackled by ‘balanced bonds, active equities and defensive alternatives’

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Investors will face a patchwork of risks and opportunities during the second quarter of 2015 as trends in macro developments, economic growth, asset class and industry performance continue to diverge

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China: Balancing act continues after NPC

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The annual National People’s Congress broke little news, but it offered some clues on economic policy direction in 2015. On the whole, we expect Beijing to continue supporting growth to

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Asia: are financial imbalances still a constraint for monetary easing?

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While some Asian central banks have embarked on a rate cut cycle, thanks to lower inflation resulting from falling oil prices, others remain cautious. The main concern among those hesitant

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European investors may hold key to Asian bond market performance

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The European Central Bank’s aggressive monetary easing may have a significant impact on Asian bond markets, given the large presence of European investors in the region. In particular, markets in

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