Weekly Market Recap 4-8 August 2025
Global indices rebound on strong corporate earnings, while Indonesia posts 2Q25 GDP growth of 5.1% YoY.
Global Market Commentary : July 2025
Global market sentiment improved in July, supported by US tariff deal progress and positive signs from China’s economy.
Equity Market Commentary : July 2025
JCI rose 9% since end-June, supported by rate cut, US tariff deal, and tariff-free export access to the EU.
Bond Market Commentary : July 2025
Indonesia bond market stayed bullish in July, supported by lower BI Rate, narrowing CDS, and foreign net buy inflow.
Money Market Commentary : July 2025
BI rate cut pushes SRBI yield to record low, strengthening money market fund appeal amid low inflation and easing monetary trend.
Weekly Market Recap 28 July – 1 August 2025
JCI remains stable despite hot macro data and global tensions. Investors stay cautious during Q2 earnings season.