External broker reports(aggregated public sources), BRI Danareksa Research

BRI Danareksa Research

External broker reports(aggregated public sources)

As a one-stop financial solution with the vision to be the most valuable securities house, BRI Danareksa Sekuritas (BRIDS) has maintained an excellent track record and extensive experience in the capital market as an underwriter, broker, and financial advisor for individual, institutional, foreign and domestic, private and government clients. Established in 1992, PT Danareksa Sekuritas is a securities company that performs activities as a securities broker, underwriter, or arranger and financial advisor.

Credit

<ul>
<li>IMF: higher global economic growth outlook in 2023 than in April’s forecast The IMF estimates the global economic growth in 2023 will be higher than what was predicted in April.</li>
<li>The IMF predicted that real GDP growth in 2023 would be 3.0%, up 0.2 percentage points from the April forecast, but unchanged for 2024, also at 3.0%.</li>
<li>Global headline inflation would fall to 6.8% in 2023 from 8.7% in 2022, then to 5.2% in 2024, but core inflation would fall more gradually, to 6.0% in 2023 from 6.5 percent in 2022 and 4.7% in 2024.</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


IMF: higher global economic growth outlook in 2023 than in April’s forecast The IMF estimates the global economic growth in 2023 will be higher than what was predicted in April.
The IMF predicted that real GDP growth in 2023 would be 3.0%, up 0.2 percentage points from the April forecast, but unchanged for 2024, also at 3.0%.
Global headline inflation would fall to 6.8% in 2023 from 8.7% in 2022, then to 5.2% in 2024, but core inflation would fall more gradually, to 6.0% in 2023 from 6.5 percent in 2022 and 4.7% in 2024.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

BRI Danareksa Debt Research, Weekly Report, August 01, 2023

External broker reports(aggregated public sources), Nordea

Nordea

Nordea is the bank in the Nordics dedicated to serving corporations and institutional customers. Our offering includes a diverse range of financing, cash management and payment services, investment banking, capital markets products, securities services and more. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Macroeconomics

<ul>
<li>In July, we observe a significant decrease in overall risk levels.</li>
<li>Currently, there are no currencies labeled as high risk, and 27 currencies are labeled as low risk.</li>
<li>Regarding the Russian ruble, it remains in the green territory.</li>
</ul>
Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.


In July, we observe a significant decrease in overall risk levels.
Currently, there are no currencies labeled as high risk, and 27 currencies are labeled as low risk.
Regarding the Russian ruble, it remains in the green territory.

Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Cross Asset Strategy

<ul><li>Strategy: Macro and Flows Tracker - Currency Strength Boosts Flows</li><li>Cigarette: Waiting for change (OVERWEIGHT)</li><li>Cement sales volume March 2023: Monthly volume improved, higher market share for SMGR</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Strategy: Macro and Flows Tracker - Currency Strength Boosts FlowsCigarette: Waiting for change (OVERWEIGHT)Cement sales volume March 2023: Monthly volume improved, higher market share for SMGRContent is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

<ul><li>The recent market growth in Indonesia is attributable to the strong IDR and resilient domestic macro trends.</li><li>On the former, we believe that monetary policy has played a major role.</li><li>March's Real Sales Index (RSI) also indicates a robust increase in retail sales, especially on F&amp;B and Clothing.</li></ul>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

The recent market growth in Indonesia is attributable to the strong IDR and resilient domestic macro trends.On the former, we believe that monetary policy has played a major role.March's Real Sales Index (RSI) also indicates a robust increase in retail sales, especially on F&amp;B and Clothing.Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Macro and Flows Tracker: Currency Strength Boosts Flows

Indonesia

The Indonesian rupiah is the official currency of the Republic of Indonesia. 

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IDR (USDIDR CURNCY)

BRI Danareksa Debt Research, Weekly Report, August 01, 2023

IMF: higher global economic growth outlook in 2023 than in April’s forecast The IMF estimates the global economic growth in 2023 will be higher...

BRI Danareksa Research

EM Traffic Light July 2023

In July, we observe a significant decrease in overall risk levels. Currently, there are no currencies labeled as high risk, and 27 currencies are...

Nordea

Equity Snapshot: April 17, 2023

See important disclosure at the back of this report bridanareksa sekuritas .co.idContent is external broker report sourced from online content...

BRI Danareksa Research

Macro and Flows Tracker: Currency Strength Boosts Flows

BRI Danareksa Sekuritas Equity Snapshot - April 17,2023Content is external broker report sourced from online content aggregator through publicly...

BRI Danareksa Research

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