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’And the G20 total returns winner is…
Something to take G20 Cannes delegates’ minds off Greece…
How’s this for evidence that the emerging markets growth story is overblown? Of all the G20 countries, the US would have given you the greatest equity returns over the past year,
Citi: EM rate cutters sheathed
If you were expecting widespread easing of policy rates across the emerging world, think again.
Since the end of August three EM central banks have cut rates — Brazil, Israel and Indonesia – but don’t go expecting much more monetary easing,
Bumi and the Bakrie Brothers
Is there any more Bumi Resources can do to make itself uninvestable to the average UK institutional investor?
It seems there is, albeit indirectly.
Wednesday’s announcement from Nat Rothschild’s company within a company,
Untying Vallar’s Gordian knot
Few mainstream institutional investors have focussed on Vallar till now – we feel this could trigger their taking a closer look.
That’s Liberum Capital talking about Nat Rothschild’s original London-listed shell company,
The new strongmen of Asia’s looming currency wars
Some intriguing movements are afoot on the currency front in Asia, where the Taiwanese dollar, the Indonesian rupiah and the Korean won have lately been the region’s strongest performers.
It’s all part of a steady intensification of regional inflation jitters — and a looming cycle of back-to-back interest rate increases and possibly,
Indonesian equities warning du jour
One of these is not like the others — chart from Nomura fixed income analyst Owen Job, who’s making a point about Asian inflation risk:
Here’s what Job says (link and emphasis ours):
Recent market moves in Indonesia highlight the risks that inflationary pressures and attempted management of the impossible Trinity can have on asset prices.
The new Xstrata? [updated]
JPMorgan’s hyperactive M&A banker Ian Hannam has been uncharacteristically quiet over the past few months.
And now we know why. He’s been working on a deal to create a “new London-listed resources champion”.
The return of capital controls, Indonesia edition
What’s this?
Another country touting the possibility of capital controls in a bid to protect itself from an appreciating currency?
From Reuters:
SINGAPORE, Nov 18 (Reuters) – The Indonesian rupiah slipped on Wednesday after the central bank threatened to restrict foreign ownership of short-term debt,
Indonesia’s year of living safely
Even in Asian investment circles, it can come as a surprise to learn that the world’s second-best performing stock market this year has been Indonesia’s.
Bloomberg did its bit on Thursday to publicise the fact,
Moody’s warns on Asian banks
Ratings agencies continue to aggressively review their ratings on global banks, as exemplified by a slew of announcements coming out of Moody’s on Wednesday.
Here are some of the headlines, with extracts from the accompanying statements (emphasis ours):
Indonesia to sue failed Dutch bank
Jakarta is taking legal action against a collapsed Dutch bank owned by Indonesia’s central bank as it seeks to distance itself from a crisis threatening to undermine investors’ perception of its sovereign risk.