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

BRI Danareksa Research

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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.

Macroeconomics

<ul><li>The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk.</li><li>While not entirely immune, Indonesia's impact should be manageable due to its low foreign position and minimal Yen-denominated debt.</li><li>Despite recent positive economic data, Fed rate cut expectation in Sept remain firmed. BI will also limit the issuance and ownership of SRBI.</li></ul><p><em>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.</em></p>

The Bank of Japan's plan to halve its bond purchasing program will be crucial for the Yen, triggering concern about carry trade unwind risk.While not entirely immune, Indonesia's impact should be manageable due to its low foreign position and minimal Yen-denominated debt.Despite recent positive economic data, Fed rate cut expectation in Sept remain firmed. BI will also limit the issuance and ownership of SRBI.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.

BRIDS Weekly Update Economic & Fixed Income Research Tuesday, Jul 29 , 2024