Category News : {2E3BF15A-CA11-48C7-88FC-C1420F492808} - Category 1;
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The Rupiah recorded a strong return in the past week, aided by returning inflows to the domestic market, while the global market remains sanguine despite rising oil prices.
- The Rupiah recorded a strong return in the past week, aided by returning inflows to the domestic market, while the global market remains sanguine despite rising oil prices.
- The reversing AI trade appears to have benefited Indonesia, as limited exposure to the sector and cheap valuations present a compelling option for investors to diversify.
- A material improvement in corporate earnings and fiscal outlook will be needed to transform the valuation-driven recovery momentum into a more durable rally.
