Global markets rallied as Iran conflict eased and US-China trade deal progressed. Rupiah strengthened, domestic markets poised to rebound.
Global markets rallied as Iran conflict eased and US-China trade deal progressed. Rupiah strengthened, domestic markets poised to rebound.
JCI fell 1.7% as Iran-Israel conflict escalates. Middle East tensions raise oil risks and market volatility.
US–China trade deal lifted sentiment, despite rising US fiscal risks. BI cut rates, JCI jumped 14.4% over the past 3 months.
JCI fell 3.5% amid geopolitical risks & FTSE rebalancing. Energy prices may rise, opening opportunities in commodity-related stocks.
Markets dropped after Israel-Iran strike, but rising commodity prices may open opportunities for equity investors.
BI Rate cut in line with expectations. Corporate bond yields stay attractive above 6.45% while money market yields decline.
Indonesian bonds stable in May 2025. BI rate cut & stronger rupiah support, though global inflation & tariff uncertainty linger.
JCI up 14.4% in 3 months, supported by lower BI Rate & US-China trade deal, though domestic consumption remains weak.
Market volatility rose in May 2025. The US-China trade deal boosted sentiment despite US fiscal risks looming.
