BRIS - Dominant
BRIS is relatively newly formed, with an incredibly dominant Shariah lending market share, where growth is high and can continue with strong asset...
374 Views
Macro Strategy: 2026: Reassessing the Investment Cycle
Manufacturing-led FDI now anchors investment growth, lifting GFCF and widening regional benefit with Ex-Java areas benefiting the most.
135 Views
IDX30/LQ45/IDX80 Index Rebalance: Plenty of Change with 4 Days to Trade
There are 2 constituent changes for the IDX30 Index, 5 for the LQ45 Index, and 7 for the IDX80 Index to be implemented at the close on 31 October....
721 Views
BRIDS Market Pulse : Chart of the Week – Banking Sector Forward PBV Ratio
JCI recorded a strong 4.5% w-w rebound and was the second-best performing market within EM following Korea’s KOSPI index.
174 Views
Banks: Middle Income Trapped (NEUTRAL)
Investment loans continue to be the backbone of growth and asset quality, while deteriorating consumer asset quality persisted in 1H25.
191 Views