Leaked Sectors of Investment Managers' Choice in 2026

Jakarta, CNBC Indonesia - Chief Investment Officer of BNI Asset Management, Farash Farich, revealed several sentiments that will influence the prospects and challenges for the stock market, bonds, and the Rupiah exchange rate.

Farash mentioned global market concerns about overvalued technology stocks and high-beta stocks on the US stock exchange, creating an opportunity for the domestic exchange to offer low-valued stocks to foreign investors.

Regarding the JCI movement, which Finance Minister Purbaya Yudhi Sadewa stated could reach 10,000, Farash assessed that based on valuations and dividend yields, the JCI has the potential to rise to 9,000-9,600, also supported by the performance of lagging stocks.

During this period, BNI AM sees the potential for more positive returns in the stock market, particularly from stocks with growth potential and attractive valuations.

What are the prospects and investment potential for Indonesia's financial markets? For more details, watch Syarifah Rahma's dialogue with BNI Asset Management Chief Investment Officer, Farash Farich, on Squawk Box, CNBC Indonesia (Friday, January 2, 2026).