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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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 – Banking Sector Forward PBV Ratio
JCI recorded a strong 4.5% w-w rebound and was the second-best performing market within EM following Korea’s KOSPI index.
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Macro Strategy: The 2026 Proposed Budget: Building Up Momentum
The 2026 budget balances fiscal prudence with acceleration growth, prioritizing 8 national agendas, aiming for 5.4% GDP growth.
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Macro Strategy: The Tailwinds and Trade-Off
Liquidity shows early signs of improvement as SRBI yields fall and IndONIA drops; fiscal disbursement expected to lead recovery further.
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