Beyond the 'fragile five': Why Indonesia is back in pole position

Just a year ago, Indonesia was classed as one of the 'fragile five' nations. Now it is back on form, explains Jupiter's Ben Surtees.

The challenges for those looking to invest in Asia are well known: a rising US dollar, the advent of deflation in the western world, and falling commodity prices make the backdrop uncertain. Added to these challenges is the fact that many developed stock markets are five years into a recovery and no longer seem attractive on conventional valuation metrics. So there are lots of reasons to be concerned. Commodities But falling commodity prices can act as a boon for many countries, corporates and consumers across the world. India’s energy needs are largely oil dependent, so a period o...