BRIDS Market Pulse: Chart of the Week – JCI P/E Band (10-Year)
MSCI’s Aug25 review announced the inclusion of DSSA and CUAN into the index, with exclusion of ADRO (into MSCI Small Cap).
215 Views
Macro Strategy: Riding The Tailwinds
Positive momentum continues as bond yields fell on global trends, driven by rate cut expectations and more dovish policy shifts.
234 Views
BRIDS Market Pulse - Monday, 11 August 2025
JCI finished the week flat (-0.1% w-w), underperforming most of the EM peers. Despite positive surprise from 2Q25 GDP numbers...
327 Views
Metal Mining: Ore Premium Reversal in Jul25
Nickel ore price has risen +19% YTD, while NPI declined -2%, pressuring non-integrated mines from inventory stocking at thin margins.
262 Views
Metal Mining: Proposed Royalty Hike Will Pressure FY25 Earnings (NEUTRAL)
The MEMR on Saturday 8th Mar25 officially proposed an increase in royalty rate for Coal, Nickel, Copper, Gold, Silver, and Tin.
268 Views