Equity Market Commentary : January 2025
JCI reacts to Trump’s policies & Prabowo’s budget cuts. BI cuts rates by 25 bps, market remains optimistic but cautious.
Bond Market Commentary : January 2025
BI cuts rates by 25 bps to 5.75%. IndoGB yields fall, Rupiah weakens to Rp16,300/USD, investors cautious of global policy shifts.
Monthly Macro Review : Modest Ending
Global & domestic optimism ends 2024. US soft landing & declining inflation trends set the stage for a promising 2025.
Quarterly Report : Q4 2024
Q4 2024 economic shifts: Trump wins, tighter monetary policies, and Indonesia’s new government drive market optimism.
Weekly Market Recap 13 – 17 January 25
US stocks rise as BI cuts rates, boosting growth and market confidence, with global and domestic economic updates.
Global Market Commentary : December 2024
End of 2024 beats expectations, US economy strong. US stocks hit records, Fed shifts rate narrative. Uncertainty looms in 2025.