Goldman Sachs Sees Slower Asia Growth in 2019

The transcript discusses economic challenges in Asia, focusing on China's credit conditions and trade outlook, and the impact of monetary policy changes in Indonesia and the Philippines. It anticipates potential rate hikes in South Korea, Thailand, and New Zealand due to financial imbalances. Indonesia prioritizes external balance over growth. The transcript also covers global market adjustments to the Fed's tightening cycle, affecting Asian economies reliant on capital inflows.

What is the significance of external funding risks for Indonesia's policymakers?

How has the market's pricing of Fed tightening changed over the past year?