Macro Strategy: The Fulcrum of China’s Stimulus
The broad China stimulus from both monetary and fiscal portray substantial escalation from previous measures, a key game changer.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sept 23 , 2024
The outsized initial FFR cut of 50 bps would set the stage for global central banks’ trajectory as the Fed tries not to fall behind the curve.
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Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
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Macro Strategy: An Opportune Time to Initiate the Easing Cycle
An opportune time for BI to begin its easing cycle, considering the IDR appreciation trend and the need to signal growth support.
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BRIDS Weekly Update Economic & Fixed Income Research Tuesday, Jul 29 , 2024
The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk. While...
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