DBS Bank's Rao on SE Asia's Economy and Policy Outlook

The video discusses the economic situations of Indonesia, the Philippines, and Malaysia, focusing on inflation, currency stability, and central bank policies. Indonesia benefits from commodity exports but faces challenges with subsidies. The Philippines struggles with a widening current account deficit and inflation, prompting rate hikes. Malaysia, without a strict inflation target, is expected to continue moderate rate hikes. The ASEAN region shows varied responses to economic pressures.

Discuss the implications of the subsidy budget increase by the Indonesian government.

What is the expected impact of rising oil prices on the fiscal situation in Indonesia?