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.
264 Views
BRIDS Market Pulse : Chart of the week – JCI, LQ45, and IDX80 YTD Performance
Market review: Following 3 weeks of negative performances, JCI staged a rebound of +2.7% w-w, outperforming majority of the EM peers.
397 Views
The Week That Was in ASEAN@Smartkarma - Indonesia Retail, Digital Surge, and Grab's Results
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
358 Views
MS-Indonesia Index Earning Revision (Jun): United Tractors, PT Amman Mineral Internasional
We analyzed MS-Indonesia's consensus for Jun 2026 and highlighted changes of EPS in United Tractors (UNTR IJ), PT Amman Mineral Internasional (AMMN...
136 Views
Global Equity Strategy: Still Bullish, But Extended Near-Term
Global equities continue to trend higher following breakouts that have occurred during the past two weeks. Over this timeframe we have been...
539 Views