Equity Strategy: 3Q23 EPS growth improved, expect more growth catalysts in 4Q23
The market’s overall earnings improved in 3Q23 with operating profits growth rebounding to -4% yoy/+13% yoy ex-mining vs. 2Q23’s -6%/+11% yoy
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Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
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BRI Danareksa Debt Research, Weekly Report, August 29, 2023
Powell’s hawkish tone in Jackson Hole The Fed’s chairman’s speech last Friday on annual Jackson meeting emphasized the potential need for The Fed...
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BRI Danareksa Debt Research, Weekly Report, August 22, 2023
entiment against the US’s economy US Retail Sales growth exceed expectation with 3.2% y-y (vs. cons: 1.5%), the fastest growth pace in 5-months.
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Macro and Flows Tracker - GTV to Step-Up, Gojek + Tokped Upside Revisited
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
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