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...
254 Views
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.
306 Views
CaoCao IPO: Forecasts and Valuation
CaoCao will debut on he HKEx today offering 44.2m shares at a final IPO price of HK$41.9 per share. The HK offering is oversubscribed by 21.1x...
501 Views