ENTITY

Indonesia 10Y (GIDR10YR INDEX)

47
Analysis
Indonesia

bullishMacroeconomics
20 Dec 2024 22:27Broker

FY25 Outlook: Attractive Valuation Emerges as Headwind and Soft Growth Outlook Are Priced In

Despite external headwinds on Rupiah and liquidity, we believe JCI valuation has currently priced in a soft growth outlook for FY25.

Logo
398 Views
Share
bearishMacroeconomics
01 May 2024 00:22

Indonesia: Prabowo Risk Beginning to Hurt IDR, Requiring Tighter Money

Despite a smaller fiscal deficit  (1.6% of GDP) in 2023, markets are pricing in "Prabowo risk". The switch to a current account deficit will...

Logo
266 Views
Share
bullishMacroeconomics
09 Dec 2024 11:50Broker

BRIDS Market Pulse : Chart of the week – Nov24-end Domestic Fund Sector Positioning

JCI rose 3.8% wow, partly driven by foreign funds inflows particularly into INDF, ASII BREN, UNTR, and GOTO, which more than offset the persisting...

Logo
256 Views
Share
bullishMacroeconomics
05 Dec 2024 20:11Broker

BRIDS Monthly Update Economic & Fixed Income Research November 2024

Trump's objectives focus on strengthening the economy, which could lead to continued Fed funds rate cuts and potential dollar weakening, although...

Logo
303 Views
Share
bullishMacroeconomics
03 Dec 2024 20:27Broker

BRIDS Weekly Update Economic & Fixed Income Research Monday, Dec 02 , 2024

Trump’s second term hints at balancing policies: Scott Bessent as Treasury Secretary and the creation of the DOGE to reduce costs.

Logo
225 Views
Share
x