The new Finance Minister’s decision to shift Rp200tn balance from BI’s account into the commercial banking

UST yields and DXY edged higher despite Fed cut. US Treasury yields and the dollar ended the week higher even as the Federal Reserve delivered its first rate cut since Dec-2024.

The government’s Rp200trn SAL placement into banks marks a shift to countercyclical policy

OJK is preparing a long-awaited revision of SEOJK 7/2025 in the form of a new POJK, aimed at strengthening the health insurance ecosystem after the earlier circular faced backlash.

Third straight BI Rate cut. BI cut its policy rate by 25bps to 4.75% in September

Rates and FX weekly recap: Weaker US jobs data drives yields lower, but the USD is still stronger on a weekly basis.

We visited one of the pilot Merah Putih village cooperatives (KDMP) in Hambalang, Bogor, West Java.

MYOR remains confident in achieving double-digit YoY sales growth in FY25, with GPM expected to recover to 22-25% in 3Q/4Q25.

2Q25 results have underwhelmed, with 78% of coverage reporting and beat-to-miss ratios weakening.

In 1H25, NCKL booked a net profit of Rp4.1tn (+46% YoY), which was above our/consensus forecasts, due to a combination of higher revenues, lower cost, and higher contribution from income from associates.

We attended ASII’s analyst call, wherein the management mentioned that the weak purchasing power has affected ASII’s automotive performance,

The government will hold another conventional bond auction on 6-May, targeting Rp26tn, with a maximum issuance of up to 150% of the target (same as the previous auction).