Equity Strategy: 3Q23 EPS growth improved, expect more growth catalysts in 4Q23
The market’s overall earnings improved in 3Q23 with operating profits growth rebounding to -4% yoy/+13% yoy ex-mining vs. 2Q23’s -6%/+11% yoy
347 Views
Macro Strategy: KTA: Meeting with Bank Indonesia
In our recent well-attended BRIDS Roundtable session, we hosted Mr. Indra Astrayuda, the Deputy Director of the Monetary Economic Policy Department...
516 Views
Macro and Flows Tracker - GTV to Step-Up, Gojek + Tokped Upside Revisited
Yield volatility and heightened China risk factor has led to recent market volatility resulting in outflow from both Equity and Fixed Income.
481 Views
Weekly CFTC Sentiment Report - Bearish USD Sentiment Moderates
Non-Commercial Accounts cut short USD positioning by a little over USD3.4bn in the week through Tuesday, taking the aggregate bear bet on the USD
315 Views
SEK rates weekly: Bond issuance about to level up
In September, issuance and QT in SGBs ramps up to more than 9 bn/month from nothing during the holidays. Reduced ECB buying and a rate hike pause...
508 Views