Indo Downgrade: Run Away or Buy?
Indonesia's emerging market status under review due to market anomalies, a focus on increasing free float, and tycoons selling stakes to raise...
235 Views
BRIDS Market Pulse: Chart of the week – Consumer Sector P/E Band
JCI posted a second consecutive week of sharp correction, down - 4.7% w-w, putting the market as the worst performer within EM YTD (-8.2% YTD).
130 Views
Banks: K-shape Earnings Recovery Could Weigh on Margin and Asset Quality (NEUTRAL)
We expect positive FY26 earnings growth for banking sector (+5.1% yoy) driven by higher loan growth offsetting the lower NIM in FY26F.
124 Views
A High-Return Year for Asia Ex-Japan: What Drove Performance?
Asia ex-Japan funds returned 29.4% in 2025, driven by tech and North Asia. A few standout names led gains, while India’s flat returns created sharp...
203 Views
BRIDS Market Pulse: Chart of the Week – JCI Metals Sector Vs. Gold Price
JCI recorded a -0.8% correction amid a shortened trading week, mainly driven by declines in conglo names (e.g., DSSA, BRPT, BRMS), as market...
173 Views