BRIDS Monthly Update Economic & Fixed Income Research February 2025
President Trump's latest tariff initiatives have heightened global trade tensions, raising concerns of a potential full-scale trade war.
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Macro Strategy: The Amalgam of Domestic Trends
he extension of TD DHE will improve FX reserve outlook, reducing risk from weakening reserve adequacy and will provide room for easing.
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BRIDS Market Pulse : Chart of the Week – BBRI Vs. Rate Cut
JCI ended the week up +0.9% wow, amidst mixed performances for the other EMs. Foreign funds recorded a slight inflow (+US$14.9mn), aided by flows...
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Equity Strategy: Attractive Valuation Emerging, Prefer Quality Stocks and USD Hedge...
At a forward P/E of 11.9x, JCI valuation is attractive (160bps spread vs. 10-yr yield); amid macro risks, we favor quality stocks and USD hedge.
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BRIDS Weekly Update Economic & Fixed Income Research Monday, Sept 30 , 2024
The broad China stimulus from both monetary and fiscal portray substantial escalation from previous measures, a key game changer.
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