印度尼西亚转型.pdf

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2018-03-12 发布于江西
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印度尼西亚转型.pdf

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InsIghts Global macro Trends Volume 3.5 • June 2013 Indonesia: Transitioning Potential Into Reality Indonesia: Transitioning Potential Into Reality In a world increasingly starved for growth, we believe Indonesia has several substantial macro tailwinds that will continue to drive its GDP higher – and potentially with lower than average volatility. However, recent economic growth has come at a significant cost, and in our view, the country now needs to address the KKR global MacRo asset notable increases in both its fiscal and current account allocatIon teaM deficits. If the country can successfully address these henRy h. McVey challenges, then we think Indonesia could represent Head of Global Macro one of the more compelling opportunities in the global Asset Allocation capital markets over the next five to seven years. +1 (212) 519.1628 henry.mcvey@ DaVID R. McnellIs +1 (212) 519.1629 david.mcnellis@ FRances b. lIM +1 (212) 519.1630 frances.lim@ Rebecca J. RaMsey +1 (212) 519.1631 rebecca.ramsey@ “ Unity in Diversity ” MaIn oFFIce