Macro Strategy: The Exuberance Returns
Renewed optimism as Indonesia secures favorable tariffs and BI cuts rates, echoing Jan-25’s sentiment shift, supporting market recovery.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, July 21, 2025
Renewed optimism as Indonesia secures favorable tariffs and BI cuts rates, echoing Jan-25’s sentiment shift, supporting market recovery.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, July 14, 2025
Liquidity shows early signs of improvement as SRBI yields fall and IndONIA drops; fiscal disbursement expected to lead recovery further.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, July 7, 2025
All eyes are on the final US tariff decision, with Indonesia needing competitiveness gains alongside favorable tariff rates to stay attractive.
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BRIDS Market Pulse : Chart of the week – Domestic Funds’ Positioning in Key Sectors
Market review: JCI corrected -0.5% w-w, driven by drops in large-cap sectors namely Banks (-2.3% w-w), Telco (-1.8%), partly offset by Consumers...
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