Asian Equities: An Emerging Earnings-Driven Rally - Watch These Three Markets and Nine Sectors
Asian markets are experiencing an earnings-driven rally with earnings est upgrades, particularly in KR, HK, and Indonesia. 9 market-sectors show...
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Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
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Macro Strategy: 2027 Proposed Budget: The Growth-Fiscal Trade-Off
Macro Strategy 2027 Proposed Budget: The Growth-Fiscal Trade-Off Growth increasingly relies on private demand and investment as government spending...
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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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Metal Mining: 4Q25 Preview: Less Volume, But Better Margins (OVERWEIGHT)
4Q25E earnings are driven by ASP appreciation and margin expansion, despite muted volume growth across companies in the sector.
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