Macro Strategy: The 2026 Proposed Budget: Building Up Momentum
The 2026 budget balances fiscal prudence with acceleration growth, prioritizing 8 national agendas, aiming for 5.4% GDP growth.
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BRIDS Market Pulse: Chart of the Week – JCI P/E Band (10-Year)
MSCI’s Aug25 review announced the inclusion of DSSA and CUAN into the index, with exclusion of ADRO (into MSCI Small Cap).
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Macro Strategy: Riding The Tailwinds
Positive momentum continues as bond yields fell on global trends, driven by rate cut expectations and more dovish policy shifts.
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BRIDS Market Pulse: Chart of the Week – Domestic Funds’ Positioning in Key Sector
Market review: Foreign funds outflow reaccelerated with -US$142mn, largely in big banks (BBCA -US$127mn and BMRI US$65mn), bringing YTD outflow to...
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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.
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