// Global Analysis Archive
A two-day sell-off on January 28–29 erased an estimated $80 billion in Indonesian equity value, with the source attributing the trigger to MSCI concerns over low free float and transparency. With a May 2026 decision window that could reclassify Indonesia from Emerging to Frontier Market, regulators are moving toward mandated liquidity and disclosure reforms to protect foreign investor confidence and development financing.
BIS data for Q3 2025 show global real house prices fell 0.7% year on year despite a 2.0% rise in nominal prices, indicating inflation-driven real adjustment. The aggregate decline is concentrated in a few major economies, with China reported at -5% real yoy while most jurisdictions still recorded positive real growth.
A two-day sell-off on January 28–29 erased an estimated $80 billion in Indonesian equity value, with the source attributing the trigger to MSCI concerns over low free float and transparency. With a May 2026 decision window that could reclassify Indonesia from Emerging to Frontier Market, regulators are moving toward mandated liquidity and disclosure reforms to protect foreign investor confidence and development financing.
BIS data for Q3 2025 show global real house prices fell 0.7% year on year despite a 2.0% rise in nominal prices, indicating inflation-driven real adjustment. The aggregate decline is concentrated in a few major economies, with China reported at -5% real yoy while most jurisdictions still recorded positive real growth.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-746 | Indonesia’s $80B Market Shock: MSCI Pressure Forces a Transparency Pivot Ahead of May 2026 | Indonesia | 2026-02-06 | 0 | ACCESS » |
| RPT-1442 | BIS Q3 2025: Global Real House Prices Slip as China and a Few Large Economies Drive the Aggregate | BIS | 2025-10-20 | 0 | ACCESS » |