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.
231 Views
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.
191 Views
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.
241 Views
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.
384 Views
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.
201 Views