Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
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Macro and Flows Tracker - Liquidity Headwind
Domestically, weaker growth was signalled by the slowing of Money Supply (M2) growth to 5.5% y-o-y in April, the slowest in four years, partly due...
447 Views
Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
472 Views
Darma Henwa (DEWA.IJ) - A Turnaround in Progress
18.8bn shares were issued from an NPR in Feb25, where new equity investors MTN, ATP, and AMM currently hold 46% of outstanding shares.
307 Views