Countries in South East Asia have seen widely disparate economic performances in 2015 so far - are politics to blame?
The combination of China's slowdown, commodities weakness, and unexpected political developments has produced widely disparate economic performance in South East Asia over the past year. The Philippines, a large exporter of human capital with a relatively stable government, reported its third straight year of economic growth above 6%. Conversely, Malaysia's growth is expected to drop from last year's pace as lower energy prices weigh on Asia's biggest oil and gas exporter. We expect moderate but below-potential growth in Indonesia and Thailand, but their economies should pick up next ...
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