Growth Outlook India Indonesia and Malaysia

This report analyzes the economic outlook for India, Indonesia, and Malaysia, highlighting India's long-term demographic potential versus immediate structural job-creation needs, and Indonesia's fiscal concerns regarding new social programs.

Key Takeaways

• 1.India is projected to experience robust long-term growth, potentially reaching the same GDP size as China by 2050 due to a massive demographic dividend.
• 2.Indonesia faces fiscal and currency pressures, with the IDR reaching all-time lows, necessitating a hawkish central bank stance (expected rate hike of 75bps by end of 2026).
• 3.Malaysia is set for a cyclical recovery driven by a surge in ICT exports and robust FDI inflows into its manufacturing sector.

Table of Contents

• India: Short-term growth trends
• India: Long-term prospects
• Indonesia: Short-term growth trends
• Indonesia: Long-term prospects
• Malaysia: Short-term growth trends
• Malaysia: Long-term prospects
• Key Natixis Research Forecasts

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