Research & Stock Picks

Daily Report

22 June 2023

By

Macro Strategy and Fixed Income Economic Outlook Juni 2023

Fundamental Makro Global:

Pandangan Kami

Menurut kami, performa ekonomi Asia di 2H23 akan lebih baik daripada performa ekonomi AS dan Eropa yang diambang resesi

  • Dampaknya, arus modal asing akan bergerak dari Amerika Serikat dan Eropa ke Asia.
  • Performa ekonomi Asia di 2H23 akan ditopang oleh

a)Keberhasilan Jepang keluar dari jerat deflasi yang menghantui sejak periode 1990-an,

b)Keputusan PBOC untuk menstimulasi perekonomian Tiongkok menggunakan kebijakan pemangkasan suku bunga,

c)Soft landing di Asia Tenggara

  • Dalam jangka pendek, arus masuk modal asing ke Asia akan terhambat oleh isu kenaikan suku bunga terminal di Amerika Serikat dan Eropa

Share This:

Highlights

IHSG
:

Download PDF

Download PDF

Macro Strategy & Fixed Income - Economic Outlook - 2023-06-21 (Ind)
Macro Strategy & Fixed Income - Economic Outlook - 2023-06-21 (Eng)

Download PDF

Macro Strategy & Fixed Income - Economic Outlook - 2023-06-21 (Ind)
Macro Strategy & Fixed Income - Economic Outlook - 2023-06-21 (Eng)

More Related

Daily Report

Jul 19, 2024

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

Jul 18, 2024

Daily Stock Technical – Jul 18, 2024

Daily Report

Jul 18, 2024

IHSG Berpotensi Melemah Hari Ini

Daily Stock Technical Recommendations

Jul 17, 2024

Daily Stock Technical – Jul 17, 2024

Daily Report

Jul 17, 2024

IHSG Berpotensi Melemah Hari Ini

Daily Stock Technical Recommendations

Jul 16, 2024

Daily Stock Technical – Jul 16, 2024

Daily Report

Jul 15, 2024

Samuel Weekly Economic Report 15 July 2024

Daily Report

Jul 15, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Stock Technical Recommendations

Jul 15, 2024

Daily Stock Technical – Jul 15, 2024

Daily Report

Jul 12, 2024

Samuel Daily Economic 12 July 2024

Daily Stock Technical Recommendations

Jul 12, 2024

Daily Stock Technical – Jul 12, 2024

Daily Report

Jul 12, 2024

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

Jul 11, 2024

Daily Stock Technical – Jul 11, 2024

Daily Report

Jul 11, 2024

IHSG Diperkirakan Menguat Hari Ini

Daily Stock Technical Recommendations

Jul 10, 2024

Daily Stock Technical – Jul 10, 2024

Daily Report

Jul 10, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jul 9, 2024

Daily Stock Technical – Jul 09, 2024

Daily Report

Jul 8, 2024

Samuel Weekly Economic Report 8 July 2024

Daily Report

Jul 8, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Stock Technical Recommendations

Jul 8, 2024

Daily Stock Technical – Jul 08, 2024

Daily Stock Technical Recommendations

Jul 5, 2024

Samuel Daily Stock Technical – Jul 05, 2024

Daily Report

Jul 5, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Report

Jul 4, 2024

Samuel Daily Economic 4 July 2024

Daily Stock Technical Recommendations

Jul 4, 2024

Daily Stock Technical – Jul 04, 2024

Daily Report

Jul 4, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Report

Jul 3, 2024

Samuel Daily Economic 3 July 2024

Daily Stock Technical Recommendations

Jul 3, 2024

Daily Stock Technical – Jul 03, 2024

Daily Report

Jul 3, 2024

IHSG Berpotensi Menguat

Emiten Report

Jul 2, 2024

Telco Sector – Neutral – Disruption from Space

Daily Stock Technical Recommendations

Jul 2, 2024

Daily Stock Technical – JuL 02, 2024

Daily Report

Jul 1, 2024

Samuel Quarterly Macro Report

Daily Report

Jul 1, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Stock Technical Recommendations

Jul 1, 2024

Samuel Daily Stock Technical – JuL 01, 2024

Daily Report

Jun 28, 2024

Samuel Daily Economic Report 28 June 2024

Daily Stock Technical Recommendations

Jun 28, 2024

Daily Stock Technical – Jun 28, 2024

Daily Report

Jun 28, 2024

IHSG Berpotensi Menguat

Daily Stock Technical Recommendations

Jun 27, 2024

Daily Stock Technical – Jun 27, 2024

Daily Report

Jun 27, 2024

IHSG Berpotensi Menguat Hari Ini

Daily Report

Jun 26, 2024

Samuel Daily Economic 26 June 2024

Daily Stock Technical Recommendations

Jun 26, 2024

Daily Stock Technical – Jun 26, 2024

Daily Report

Jun 26, 2024

IHSG Berpotensi Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jun 25, 2024

Daily Stock Technical – Jun 25, 2024

Daily Report

Jun 24, 2024

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

Jun 24, 2024

Daily Stock Technical – Jun 24, 2024

Daily Stock Technical Recommendations

Jun 21, 2024

Daily Stock Technical – Jun 21, 2024

Daily Report

Jun 21, 2024

IHSG Berpotensi Melemah

Daily Report

Jun 20, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jun 20, 2024

Daily Stock Technical – Jun 20, 2024

Daily Report

Jun 19, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jun 19, 2024

Daily Stock Technical – Jun 19, 2024

Daily Report

Jun 14, 2024

Samuel Daily Economic Report 14 June 2024

Daily Stock Technical Recommendations

Jun 14, 2024

Daily Stock Technical – Jun 14, 2024

Daily Report

Jun 14, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jun 13, 2024

Daily Stock Technical – Jun 13, 2024

Daily Report

Jun 13, 2024

IHSG Berpotensi Mengalami Penguatan Hari Ini

Daily Report

Jun 12, 2024

Samuel Daily Economic Report 12 June 2024

Daily Stock Technical Recommendations

Jun 12, 2024

Daily Stock Technical – Jun 12, 2024

Daily Report

Jun 12, 2024

IHSG Berpotensi Naik Hari Ini

Daily Report

Jun 11, 2024

Samuel Daily Economic Report 11 June 2024

Daily Stock Technical Recommendations

Jun 11, 2024

Daily Stock Technical – Jun 11, 2024

Daily Report

Jun 10, 2024

Samuel Weekly Economic 10 June 2024

Daily Stock Technical Recommendations

Jun 10, 2024

Daily Stock Technical – Jun 10, 2024

Daily Report

Jun 10, 2024

IHSG Berpotensi Sideways

inflasi tahunan indonesia

Daily Report

Jun 7, 2024

Samuel Daily Economic 7 June 2024

Daily Stock Technical Recommendations

Jun 7, 2024

Daily Stock Technical – Jun 07, 2024

Daily Report

Jun 7, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

Daily Stock Technical Recommendations

Jun 6, 2024

Daily Stock Technical – Jun 06, 2024

Daily Report

Jun 6, 2024

IHSG Diperkirakan Bergerak Sideways Hari Ini

inflasi tahunan indonesia

Daily Report

Jun 5, 2024

Samuel Daily Research 5 June 2024

Daily Stock Technical Recommendations

Jun 5, 2024

Daily Stock Technical – Jun 05, 2024

Daily Report

Jun 5, 2024

IHSG Berpotensi Sideways Hari Ini

Emiten Report

Jun 4, 2024

Banking Sector – Overweight – 4M24 Bank-Only Results

Daily Report

Jun 4, 2024

Samuel Daily Economic 4 June 2024

Daily Stock Technical Recommendations

Jun 4, 2024

Daily Stock Technical – Jun 04, 2024

Daily Report

Jun 3, 2024

Indonesia Manufacturing PMI: 3 June 2024

Daily Report

Jun 3, 2024

Indonesia May Inflation: 3 June 2024

Emiten Report

Jun 3, 2024

PGAS Update, BUY TP: 1,800 (from 1,300)

Daily Report

Jun 3, 2024

IHSG Berpotensi Sideways

Daily Stock Technical Recommendations

Jun 3, 2024

Daily Stock Technical – Jun 03, 2024

Daily Stock Technical Recommendations

May 31, 2024

Daily Stock Technical – May 31, 2024

Daily Report

May 31, 2024

IHSG Berpotensi Rebound Hari Ini

Daily Report

May 30, 2024

Samuel Daily Economic Report: 30 May 2024

Daily Stock Technical Recommendations

May 30, 2024

Daily Stock Technical – May 30, 2024

Daily Stock Technical Recommendations

May 29, 2024

Daily Stock Technical – May 29, 2024

Daily Report

May 29, 2024

IHSG Berpotensi Sideways Hari Ini

Daily Stock Technical Recommendations

May 28, 2024

Daily Stock Technical – May 28, 2024

Daily Report

May 27, 2024

IHSG Berpotensi Sideways

Daily Stock Technical Recommendations

May 27, 2024

Daily Stock Technical – May 27, 2024

Daily Stock Technical Recommendations

May 22, 2024

Daily Stock Technical – May 22, 2024

May 22, 2024

Daily Stock Technical – May 22, 2024

Daily Report

May 22, 2024

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

May 21, 2024

Daily Stock Technical – May 21, 2024

Daily Report

May 20, 2024

IHSG Berpotensi Menguat

Daily Stock Technical Recommendations

May 20, 2024

Daily Stock Technical – May 20, 2024

Daily Stock Technical Recommendations

May 17, 2024

Daily Stock Technical – May 17, 2024

Daily Report

May 17, 2024

IHSG Berpotensi Melemah

Daily Stock Technical Recommendations

May 16, 2024

Daily Stock Technical – May 16, 2024

Daily Report

May 16, 2024

IHSG Berpotensi Menguat

Emiten Report

May 15, 2024

BRMS – BUY (Maintain) – TP IDR 230 – Improved Earnings Ahead