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).
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BRIDS Market Pulse: Chart of the week – Historical Weekly Sector Performance
JCI ended 2025 with a 22.1% gain, ranking among the top-performing ASEAN emerging markets, second only to Singapore (+22.7%).
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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...
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BRIDS Market Pulse: Chart of the week – JCI vs. LQ45 Forward P/E Band
In terms of performance, however, the market was mainly driven by the conglo names (BUMI +54.6% w-w, BRMS +25.5%, DSSA), while the fundamental...
226 Views
Macro Strategy: 2026: Navigating the Rate and Yield Transition
We expect 2026 INDOGB yields at 5.62%–6.14% (5.9% yr-end baseline), supported by expected rate cuts, stable IDR and foreign ownership.
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