Macro Strategy: 2027 Proposed Budget: The Growth-Fiscal Trade-Off
Macro Strategy 2027 Proposed Budget: The Growth-Fiscal Trade-Off Growth increasingly relies on private demand and investment as government spending...
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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...
126 Views
Metal Mining: 4Q25 Preview: Less Volume, But Better Margins (OVERWEIGHT)
4Q25E earnings are driven by ASP appreciation and margin expansion, despite muted volume growth across companies in the sector.
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BRIDS Market Pulse: Foreign Investors Ownership on Large-Cap ‘fundamental’ Stocks
JCI gained 5% w-w and closed above the psychological level of 9k, supported by gains in fundamental stocks TLKM, big-cap banks (BMRI, BBRI, BBNI)...
196 Views
BRIDS Market Pulse: Chart of the Week – ICBP P/E Band – Core Profit
JCI rose 1.5% w-w, outperforming majority of EM peers (except for Korea’s Kospi index +4.4% w-w), bringing YTD performance to 21.9%.
244 Views