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...
491 Views
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...
591 Views
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.
463 Views
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).
459 Views
BRIDS Weekly Update Economic & Fixed Income Research Monday, Nov 18 , 2024
The recent trend in IDR and liquidity appears to constrain the possibility of a rate cut, but the need to stimulate growth should be at the fore.
410 Views