JCI corrected slightly from MSCI downweight, yet foreign inflow returned supported by higher growth prospects toward 2026.
Markets rebound, JCI hits 8000, foreign inflows strong. 2026 outlook supports index fund and ETF recommendations.
Global indices rebound on strong corporate earnings, while Indonesia posts 2Q25 GDP growth of 5.1% YoY.
BI rate cut pushes SRBI yield to record low, strengthening money market fund appeal amid low inflation and easing monetary trend.
Indonesia bond market stayed bullish in July, supported by lower BI Rate, narrowing CDS, and foreign net buy inflow.
JCI rose 9% since end-June, supported by rate cut, US tariff deal, and tariff-free export access to the EU.
Global market sentiment improved in July, supported by US tariff deal progress and positive signs from China’s economy.
JCI remains stable despite hot macro data and global tensions. Investors stay cautious during Q2 earnings season.
JCI climbed to 7,500 amid improving macro sentiment, though investors stay cautious over potentially weak Q2 earnings results.
BI cuts rate to 5.25% amid global pressure. Investors watch Q2 earnings and seek clarity on upcoming economic policy direction.
