Indonesia spent much of this week confronting a question that might have seemed unthinkable a few short years ago: what happens when investors stop believing in Southeast Asia’s largest economy? https://t.co/vux9g1QUHg
Gua tetap menolak untuk bisa mengerti dan paham kenapa bisa ada kelompok masyarakat terdidik, punya akses informasi, yang milih doi. Kok bisa?
Kurang terang apa kegelapannya?
If I were Chatib Basri, I would decline any offer to work for Prabowo. Even if he managed to push through meaningful reforms, his legacy would ultimately be overshadowed by the administration's broader catastrophic blunders, for which he would inevitably share responsibility.
btw kalau beli valas, jangan kayak one of my friend.
dia beli usd baru baru ini di mybca, saldonya ada sekian puluh juta di awal..abis beli valas trus dia kaget saldo totalnya jadi berkurang (idr+usd) dari sebelum beli valas.
valas itu ada spread kurs jual & beli, iya paham buat melindungi nilai uang tapi kalau uangnya engga dingin amat dan bisa tb tb butuh convert ke idr..... diinget lg/catat kalau perlu kalian beli di harga berapa pas kalian pertama beli
Just as we warned in our previous letter:
"The question is not whether foreign investors will eventually sell their holdings? The question is when?"
This week, $BBCA lost around Rp77Tn in market capitalization. Historically, this ranks among the 5 worst weeks the stock ever recorded since IPO. One word, ruthless.
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As for the Prajogo group, the message appears equally clear.
"The issue with Prajogo related names is different. If the purpose of the nominee engineering was to eventually pass the bags to foreign investors, and that window is now closed, then ask yourself, who is left on the order book to buy? Prajogo himself? For what purpose? The answer is nobody."
The urgency to distribute holdings to retail investors is becoming increasingly visible. Intraday volatility in $TPIA has been extreme, with more than Rp5Tn changing hands in a single session.
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Our view remains unchanged, the bottom is not in. Since there is little room to express bearish views locally, future letters will spend more time exploring opportunities in global markets.
But first, we will be covering two topics that deserve attention, sovereign credit ratings and MSCI related developments.
Stay tuned!
#MeridianResearch
Dari dua tahun lalu, saya konsisten mengingatkan segenap masyarakat untuk bijak mengelola risiko dan melindungi nilai tabungan kita. Ketika beban utang yang luar biasa diwariskan kepada kita, dan tren kebijakan fiskal semakin tidak terkendali, diversifikasi tabungan – termasuk menyimpan sebagian tabungan dalam mata uang yang stabil (hard currencies) seperti Dollar, Singapore Dollar, atau Euro – bukan lagi sekedar opsi investasi, melainkan langkah penting untuk melindungi keuangan keluarga dan keuangan pribadi.
Perlindungan daya beli ini adalah hak masyarakat. Tentu saja, perlindungan daya beli terbaik tetap berada di tangan Pemerintah melalui perubahan orientasi kebijakan yang fundamental. Tanpa perubahan orientasi kebijakan yang menyeluruh dan mendalam, sulit melihat Rupiah dan daya beli kita bisa pulih.
For the past two years, I have consistently urged the public to prudently manage risks and protect the value of our savings. With an immense debt burden inherited from the previous government, and a fiscal policy drifting further out of control, diversifying our savings – including holding a portion in stable hard currencies like the US Dollar, Singapore Dollar, or Euro – is no longer just an investment choice. It has become a vital step to protect personal and family finances.
Safeguarding our purchasing power is a fundamental right of the people. Ultimately, the best solution for restoring our financial security lies in the hands of the Government through a fundamental shift in policy orientation. Without a comprehensive and deep policy overhaul, it is difficult to see how the Rupiah and our purchasing power can truly recover.
dari info yang beredar nih...
kenapa investor asing kabur masal dari saham Big bank terutama $BBCA
karna mereka tahu tahun ini
rupiah baakal ada di 20-25 ribuan
artinya di angka sekarang bakal ada
kenaikan 20-30 % dari nilai kurs saja
makanya mereka keluar terus gk peduli
harga sahamnya di berapa
yang penting sekaranh sahamnya jadi duit dan bisa di konvert balik USD
karna secara kurs saja mereka udah loss
anggap saham BCA naik 10 %
tapi kursnya turun 20-30 %
artinya mereka ada capital loss dari kurs
jadi gk heran makin hari
BBCA bakal keluar terus asingnya
umur 30 ngomongin passion???
move on bro!!!
itu kira2 menurut adriano qalbi, kalau umur 30 masih ngomongin kejar passion ada yg salah sama diri lo, karna passion itu produk umur 20an.
akuin aja masanya udah lewat, umur 30 waktunya mengemban tanggung jawab, stop ngomongin passion2, udah kubur aja mimpi lo dalam2
85 persen orang tuh gak dapet apa yg diinginkan kok dan gpp jg tetep idup.
kamu setuju gak sama kata2 coki muslim cs ini???