Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
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Macro Strategy: An Opportune Time to Initiate the Easing Cycle
An opportune time for BI to begin its easing cycle, considering the IDR appreciation trend and the need to signal growth support.
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BRIDS Weekly Update Economic & Fixed Income Research Tuesday, Jul 29 , 2024
The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk. While...
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Macro Strategy: Ominous Carry Trade Unwind Risk
The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk.
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Macro Strategy: The Monetary Easing Coercion
BI’s historic rate cut consistently reflects anticipatory moves in response to global economic downturn to mitigate the spillover effects.
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