Countries In-Depth
Indonesia: It’s All About Coal
Indonesian equity outperformance was predicated on an unprecedented trade windfall, including coal exports. As that fades, both the stocks and the currency are highly vulnerable.
BCA Research | Emerging Markets Strategy
BCA’s flagship global macro and investment strategy platform, helping investors anticipate regime shifts, connect signals across regions and asset classes, and navigate the world’s most difficult macro questions.
Stay Connected with BCA
Get our latest events and research insights delivered to your inbox.