Macro and Flows Tracker - Gear Up
Gear UpDespite fiscal expansion in 2H, the government has a lower fiscal deficit target on higher revenues. Supporting domestic aggregate demand...
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Macro and Flows Tracker - Glimpse of Recovery
We anticipate improvements in the banking sector's intermediary function, supported by ample liquidity and favourable rates
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Ace Hardware Indonesia (ACES IJ) - Boom Sale to Lift June-July Sales
ACES recorded 5M23 SSSG of 3.5% translating into sales of close to IDR3.0tn. Sales should get a timely lift in June and July thanks to the ongoing...
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Macro and Flows Tracker - Impetus for the Market
Fiscal expansion will be the key to address signs of growing domestic weakness, underpinned by the current large fiscal surplus
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Macro and Flows Tracker - The Tipping Point
This is a major week for macro data with expectations of a Fed pause, driven by moderation in the inflation print, rising unemployment, and a surge...
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