'Too much too quickly': Indonesia's growth ambitions questioned by economists

Indonesia is anticipating 6% growth while being conservative on its budget deficit. Economists aren't sure the country will be able to grow to that extent.

CNBC • Aug 26, 2026

Bank Indonesia Holds Rates Steady as Rupiah Pressure Eases

Bank Indonesia kept its benchmark seven-day reverse repo rate unchanged at 5.75%, as the rupiah stabilizes and it gauges the impact of prior interest-rate hikes.

WSJ • Aug 19, 2026

Taiwan and Korea lose $29 billion in July: is money rotating away from AI?

Foreign investors continued pulling money from Asian equities in July, but the headline outflow masks a striking shift underneath: capital moved away from the region's biggest AI winners while selectively returning to markets with less dependence on the semiconductor boom. Investors sold a net $25.48 billion of shares across seven major Asian markets during the month, extending the region's foreign-selling streak to nine months.

Invezz • Aug 11, 2026

Indonesian stocks stage massive turnaround, hitting bull market status after clocking a five-year low just last month

"After months of heavy selling, Indonesian equities simply became too cheap to ignore," according to Kiwoom Sekuritas Indonesia. MSCI's decision to hold off downgrading Indonesia's market status to frontier-market status came as "a big relief" to investors, Capital Economics said.

CNBC • Jul 28, 2026

EIDO: Indonesia Not Benefiting From Commodity Price Gains

I hold a neutral stance on the iShares MSCI Indonesia ETF, citing low valuation but persistent weak price action and a technical downtrend. EIDO trades at a bargain 8.7x P/E, but its 44% financials weighting and low 5.9% long-term EPS growth limit upside. Seasonality favors EIDO in July and August, yet resistance near $17 and heavy volume overhead constrain rally potential.

Seeking Alpha • Jul 18, 2026

Banking Risk Monthly Outlook: July 2026

Higher interest rates in some emerging Asian banking sectors will likely lead to slower credit growth by the end of 2027. Serbia's interest rate cap order will expire in September, and expectations of this are likely to boost credit growth before expiration.

Seeking Alpha • Jul 9, 2026

Indonesia plans to embed AI in key programmes, including $15 billion free-meal drive, document shows

Indonesia plans to embed artificial intelligence in some key government programmes including its $15 billion free meals plan, according to a ‌presidential regulation draft seen by Reuters, part of a strategy that the government believes could lift its gross domestic product by 12% by 2030.

Reuters • Jun 22, 2026

Bank Indonesia Raises Rates Again to Defend Rupiah

Indonesia's central bank raised interest rates again Thursday as it seeks to support the rupiah and contain inflation risks stemming from geopolitical volatility.

WSJ • Jun 18, 2026

What The U.S.-Iran Peace Deal Means For Asia

The peace deal and partial resumption of oil flows reduce near-term inflation risks, giving some central banks (notably Taiwan and India) room to delay tightening. However, a broad pivot remains premature, as still-elevated oil prices, rising food price risks, and second-round effects keep the policy stance asymmetric and biased towards caution.

Seeking Alpha • Jun 19, 2026

Asian Currencies Consolidate Before Decision by Warsh-Led FOMC

Asian currencies consolidated against the dollar before first decision by a FOMC led by Chairman Kevin Warsh later.

WSJ • Jun 17, 2026