On April 17, 2026, the Peterson Institute for International Economics convened “Decentering the Dollar,” a session featuring former IMF Chief Economist Maurice Obstfeld, former Financial Stability Board Chair Klaas Knot, and PIIE President Adam Posen. The same morning, Russia and China announced a formal halt to bilateral dollar settlement. For the fixed income committee at … Read more
Priya Mehta runs fixed-income allocations at the Abu Dhabi Investment Authority. Her Q2 2026 decision looks straightforward: Indonesia and Kenya both offer growth stories, fiscal consolidation underway, and sovereign spreads that look attractive against historical norms. Her credit committee keeps surfacing the same question. How much of the current emerging market risk premium is structural … Read more
Indonesia’s investment coordination team faces a critical Q1 2025 decision. Samsung and LG are among several major electronics manufacturers allocating billions for Southeast Asian battery component facilities, and both Jakarta and New Delhi are competing aggressively for anchor investments in this wave. The challenge isn’t just offering competitive incentives—it’s demonstrating that Indonesia possesses the institutional … Read more