Vincent Saputra

[Vincent Saputra @VincentSaputr19]

@Macrobysunil History always rhymes, the trigger is different, similar to a stagflation. Environment

[Vincent Saputra @VincentSaputr19]

@MikeFritzell let me help you clarify not all of them are hidden gems, some of them could be a trap.

BBCA BBRI BMRI AMMN TLKM ASII surely a good pick, but others are a no no in terms of value

[Vincent Saputra @VincentSaputr19]

@Macrobysunil its strange how history always rhymes....

[Vincent Saputra @VincentSaputr19]

@AnotherSapien_ @rickyho_1989 I’m not suggesting building new airports, just improving roads and public transport. Better infrastructure benefits everyone, not just tourism, by reducing logistics costs across all sectors. Two birds with one stone.

[Vincent Saputra @VincentSaputr19]

@rickyho_1989 Very true and now comes also the problem of shrinking middle class income.. double whammy

[Vincent Saputra @VincentSaputr19]

@rickyho_1989 Physical oil levels > peace narrative sentiment

[Vincent Saputra @VincentSaputr19]

@rickyho_1989 i think the rule applies when she "promotes them heavily" 🤣

[Vincent Saputra @VincentSaputr19]

@KobeissiLetter @grok with the current strait of hormuz crisis will it have a large impact ?

[Vincent Saputra @VincentSaputr19]

@BobEUnlimited yep your insights we right @BobEUnlimited

yield are breaking back to 4%

[Vincent Saputra @VincentSaputr19]

@BobEUnlimited Its indeed hard, especially with the change of market sentiment in response to fed easing.