BPAM Market Update April 2020
Global : The whole world has been impacted by Covid-19 since early 2020. In this video, we share our thought on Covid-19 development, how’s the impact to the global economy and what the market is watching closely now. ... (open link see more detail)
Domestic : Indonesia is also impacted by the development of Covid-19. In this video, we share our latest view and thought on Indonesia economy and how that’s impact to our macro and market assumptions. ..... (open link see more detail)
Bond : Current condition in bond market poses challenge and opportunity as well. Until there is more clarity on the outcome of Covid 19 outbreak we focus on decreasing portfolio risk. Collaborated global effort to mitigate downside to the economy is key factor that we watch closely..... (open link see more detail)
Equity : We are coutiously optimistic on equity market, we believe covid-19 is the main reason for sharp decline in equity market. Despite we still expect short term volatility in the market, current index valuation looks attractive in our view if we extend our time horizon of investment...... (open link see more detail)