Global Market Commentary : November 2024
Republican win in US election boosts market sentiment, supported by deregulation, tax cuts, and active share buybacks.
Equity Market Commentary : November 2024
Trump re-elected, boosting US markets. Rupiah drops 5% to Rp15,900, domestic stocks decline, but recovery opportunities remain strong.
Bond Market Commentary : November 2024
US election and rising Treasury yields trigger global bond correction. IndoGB remains attractive, backed by Rupiah stability and SRBI.
Money Market Commentary : November 2024
BI holds rates in November 2024. Money market products and corporate bonds offer high yields as year-end approaches.
Equity Market Commentary : April 2022
April was challenging for the global market as inflation is heating up. However, economists predicted that the peak of inflation is near.