Macro Strategy: The Tailwinds and Trade-Off
Liquidity shows early signs of improvement as SRBI yields fall and IndONIA drops; fiscal disbursement expected to lead recovery further.
195 Views
BRIDS Market Pulse : Chart of the week – JCI, LQ45, and IDX80 YTD Performance
Market review: Following 3 weeks of negative performances, JCI staged a rebound of +2.7% w-w, outperforming majority of the EM peers.
305 Views
Banks: Deteriorating Household Loans’ Asset Quality (NEUTRAL)
Maintain Neutral rating on the sector with BBCA as our top pick, followed by BTPS, on their earnings momentum and lesser ownership.
174 Views
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
442 Views
BRIDS Market Pulse: Chart of the week – NPI price
Market: JCI rallied +2.5% w-w, in-line with majority of the EMs and the weaker DXY amid benign developments from the global trade tariffs.
230 Views