Macro Strategy - Unprecedented Rate Hike: Pre-Emptive Measure
This decision was unexpected, going against both our and consensus predictions of a stable policy rate. Such move was taken as a proactive step to...
329 Views
Equity Strategy - Risk Premium May Stay Elevated, but Growth Outlook Still Intact
We maintain our JCI 7k end-FY23 target and introduce our bull/bear case scenarios of 7,320/6,760. The JCI’s -1.1% wow correction from Oct 16-20 has...
308 Views
Macro Strategy & Flows Trackers: Navigating the Volatility
Macro Strategy & Flows TrackersNavigating the VolatilityIn the absence of a change in rate policy, a surge in yield volatility is a rarity
284 Views
Macro Strategy: Currency Conundrum
Macro StrategyCurrency ConundrumBank Indonesia's stance has remained consistent with a continued emphasis on stabilizing the currency
353 Views
BRI Danareksa Debt Research, Weekly Report, September 19, 2023
US CPI accelerated to 3.7% on the back of rising energy prices (5.6% m-m) which accounted for half of the monthly inflation.
332 Views