BCA Economic Research

Economic Research Reports Archives

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BI and Fed Policy - Hawk on the Christmas tree, 20 Dec 24

986.67 KB

Trade - What goes up must come down, 17 Dec 2024

481.91 KB

TFP W50 2024 - Our expectation for the new year, 09 Dec 2024

662.5 KB

FX Reserves - The conundrum continues, 09 Dec 2024

696.82 KB

TFP W49 2024 - Taking the bitter but necessary pill, 04 Dec 2024

457.36 KB

CPI - A trough before a hill, 03 Des 2024

507.23 KB

External debt - New Directions, 29 Nov 2024

436.6 KB

TFP W48 2024 - Neutral for some, scary for most, 25 Nov 2024

514.15 KB

BoP - Temporary and lasting good news, 22 Nov 2024

398.75 KB

BI Policy - Bracing for Impact, 21 Nov 2024

847.73 KB

TFP W47 2024 - What’s in a price when there’s nought to sell, 18 Nov 2024

549.65 KB

Trade - Between the present boom and the future gloom, 18 Nov 2024

485.56 KB

FOMC - A smaller policy rate amid the bigger backdrop, 08 Nov 2024

601.67 KB

FX Reserves Staying strong against the current , 7 Nov 2024

694.16 KB

GDP - Descending with one engine on, 05 Nov 2024

472.26 KB

Investment - Continuities and discontinuities, 04 Nov 2024

535.62 KB

CPI - Out of deflation, but not out of the woods, 1 Nov 2024

525.91 KB

TFP W44 2024 - Not much to gain for the new kid on the bloc, 29 Oct 2024

471.66 KB

TFP W43 2024 - The shadow of Sisyphus in China's stimulus, 23 Oct 2024

467.66 KB

BI Policy - Pausing to let the uncertainty train pass, 17 Oct 2024

755.9 KB

Trade - Navigating through crosswind and easing, 15 Oct 2024

492.12 KB

FX Reserves - Ample war chest for the battles to come, 8 Oct 2024

645.79 KB

TFP W41 2024 - No surprises in the plummeting Rupiah, 07 Oct 2024

474.71 KB

CPI - Deeper into the deflationary spiral, 2 Okt 2024

506.04 KB

TFP W40 2024 - Not waking up even as September ends, 30 Sept 2024

456.08 KB

TFP W39 2024 - Making do with less, 23 Sept 2024

454.58 KB

BI and Fed Policy - Two-nil for the market,19 Sep 24

1.1 MB

Trade - Recoil after the slump, 18 Sep 2024

483.52 KB

TFP W38 2024 - Infrastructure-driven budgetary twists and turns, 17 Sept 2024

508.55 KB

TFP W37 2024 - Selling more time, 9 Sept 2024

498.29 KB

FX Reserves - A pleasant summer for Rupiah, 6 Sep 2024

649.12 KB

CPI - A global disinflation morass, 2 Sep 2024

504.5 KB

TFP W36 2024 - The bipolarity of our exchange rate concern, 2 Sept 2024

516.47 KB

BoP - Improvement on papers, 23 Aug 2024

426.77 KB

TFP W35 2024 - Be careful now that the punchbowl is out, 26 Aug 2024

582.17 KB

BI Policy - Saddle up for the rodeo, 22 Aug 2024

717.03 KB

TFP W34 2024 - 2025 State budget - A sound yet provisional budget, 19 Aug 2024

487.17 KB

External debt - A riptide beneath calm waves, 16 Aug 2024

411.45 KB

Trade - Tightening squeeze, 15 Aug 2024

527.99 KB

TFP W33 2024 - Getting more by doing just enough, 12 Aug 2024

546.23 KB

FX Reserves - A tricky maneuver, 8 Aug 2024

648.42 KB

GDP - A flotilla of rafts, 06 Aug 2024

1.13 MB

Investment - Trying to get back in the (relocation) game, 05 Aug 2024

542.79 KB

FOMC - A rave spoiler for a (potential) box-office bomb, 2 Aug 2024

730.98 KB

CPI - Demand and supply fall south, 1 Aug 2024

524.69 KB

TFP W31 2024 - Not that many doves in Asia, 29 July 2024

610.98 KB

TFP W30 2024 - Keeping it cool with the SBN market, 22 July 2024

486.85 KB

BI Policy - A waiting period, 17 July 2024

700.86 KB

Trade - Global Slowdown Bites Hard, 16 Jul 2024

1.33 MB

TFP W29 2024 - Inheriting an inflexible pot, 15 July 2024

478.51 KB