Quarterly Report : Q3 2025
Fed rate cuts and dovish stance support stronger global equity outlook amid easing U.S.–China tariff tensions.
Weekly Market Recap 29 September – 3 October 2025
Rupiah weakens, but government stimulus and solid macro conditions support Indonesia’s market outlook amid global uncertainty.
Global Market Commentary : September 2025
The Fed turned dovish with a 25 bps cut, signaling more easing ahead. US–China stability adds fuel to global market optimism.
Equity Market Commentary : September 2025
Indonesia’s fiscal and monetary expansion in September 2025 strengthens economic growth outlook and equity markets.
Bond Market Commentary : September 2025
BI cut 25 bps to 4.75%, pushing bond yields lower and creating capital gain opportunities for fixed income investors.
Money Market Commentary : September 2025
Money market funds offer attractive yields amid BI & Fed rate cuts, providing low-risk options in the current easing cycle.