Macro Strategy: Interpreting the Signals
Rising yields and weaker IDR renew rate-hike concerns, yet FX trends, liquidity conditions, and BI policy suggest low probability.
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Macro Strategy: The Currency Conundrum
IDR remains weak despite foreign inflows, driven by fiscal concerns, DXY rebound, and limited BI excess rupiah liquidity absorption.
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Equity Strategy: Oct25 Picks: Sticking with Banks, Commodities, Telco
We maintain our positive stance on Banks as we expect better liquidity condition to be reflected in Sep25 CoF, combined with attractive yield.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sep 29, 2025
Over the past week, the Rupiah depreciated by 0.92% against the US Dollar to IDR 16,741 per USD, while the US Dollar strengthened by 0.75% to 98.37.
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Macro Strategy: Restoring Stability
Protests over legislative benefits spread across Indonesian cities, sparking unrest and economic risks. Govt pledged reforms.
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