BRIDS Market Pulse: Chart of the Week – Copper Vs DXY
Market: JCI closed the week at -0.8% wow, faring better than ASEAN EM markets, which experienced a notable underperformance on the back of concerns...
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Macro Strategy: Finding The Inflection Points
Recent developments seem to ease risks from the Trifecta of Challenges, offering potential improvements in DXY, yields, and liquidity.
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BRIDS Market Pulse : Chart of the Week – US10Y Vs Indonesia 10Y Bond Yield
Other EMs saw similar trends of foreign funds flow, except for inflow into South Korea, amid Fed’s comments on upside risk on inflation and...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Jan 06, 2025
The trifecta of challenges: a stronger DXY, rising yields, and tighter liquidity create significant hurdles for sustained market recovery.
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FY25 Outlook: Attractive Valuation Emerges as Headwind and Soft Growth Outlook Are Priced In
Despite external headwinds on Rupiah and liquidity, we believe JCI valuation has currently priced in a soft growth outlook for FY25.
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