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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BRIDS Market Pulse : Chart of the week – Nov24-end Domestic Fund Sector Positioning
JCI rose 3.8% wow, partly driven by foreign funds inflows particularly into INDF, ASII BREN, UNTR, and GOTO, which more than offset the persisting...
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BRIDS Monthly Update Economic & Fixed Income Research November 2024
Trump's objectives focus on strengthening the economy, which could lead to continued Fed funds rate cuts and potential dollar weakening, although...
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 02 , 2024
Trump’s second term hints at balancing policies: Scott Bessent as Treasury Secretary and the creation of the DOGE to reduce costs.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Nov 25 , 2024
INDOGB yields are nearing the 7% mark, aligning with our pessimistic scenario, while Dec rate cut could lower yields to 6.65% (our basecase).
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