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Macro Weekly: Rupiah, Rates, and Flows

Head of ResearchJun 9, 20264 min read
Macro Weekly: Rupiah, Rates, and Flows

Currency stability and a steady policy rate are reshaping foreign positioning across Indonesian equities.

A firmer rupiah and an on-hold policy rate have improved the risk-reward for foreign investors. Banking and consumer names led inflows this week, while commodity-linked sectors saw rotation rather than fresh capital.