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Riset BCA Virtue|30 Jul 2025

Will another wave of China’s inventory upcycle incoming?

• US trade deals often hinge on trade diversion, pressuring export-driven economies like China. • With weak domestic demand, China may increasingly target Indonesia and other EMs as EU demand shifts.

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Riset BCA Vista|30 Jul 2025

IMF Lifted 2025 Global Growth Outlook to 3%

The IMF raised its 2025 global growth forecast to 3%, citing strong pre-tariff spending and lower US tariff rates.

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Riset BCA Virtue|30 Jul 2025

WIFI - A Gem in the Making

WIFI - A Gem in the Making • More and more people are buying into the story • Money in hand, ready for execution • Our view? optimistic yet realistic • Maintain BUY with new target price of IDR 4,000

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Riset BCA Vista|30 Jul 2025

US-China Resume Trade Talks Ahead of Tariff Deadline

US and Chinese officials began talks in Stockholm to extend a tariff truce expiring mid-Aug.

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Riset BCA Vista|30 Jul 2025

China’s 1H25 Logistics Cost-to-GDP Ratio Falls to 14%

Rasio total biaya logistik sosial terhadap PDB Tiongkok turun menjadi 14% pada 1H25, turun 0,1 ppt dari 1Q25 dan 0,2 ppt YoY.

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Riset BCA Virtue|30 Jul 2025

JSMR - Minimum Downside, with Sustainable Growth

JSMR – Minimum Downside, with Sustainable Growth • Maintain BUY with attractive valuation • Improving traffic, but institutional ownership decreased • Slight forecast upgrade • Expecting QoQ growth on

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Riset BCA Vista|30 Jul 2025