Asian Equities: The Currency Tailwind - Where Would FII Flows Gravitate?
US$ continues to moderate, notwithstanding last week’s moderate bounce. We think Asia’s currency tailwind shall continue to drive foreign flows...
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IDX30/LQ45/IDX80 Index Rebalance: Few Changes
There is 1 constituent change for the IDX30 and 2 for the IDX80, nothing for the LQ45. Flow and impact are material for the IDX30 index changes.
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LQ45 Index Rebalance Preview (Apr 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in April. The potential adds have traded in line with the deletes. Historically, adds and...
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Asia: Look for Economies with Headroom for Policy Support
Trade war threatens Asian economies' export-driven growth, necessitating monetary/fiscal stimuli. CN, KR, TH have room for both, India for...
369 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
345 Views