Vietnam continues to adopt free market reforms.
Pres. Prabowo's Indonesia adopts interventionist economic policies.
INDONESIA FAILS TO REACH ITS POTENTIAL.
Meridian's 12th letter is here.
We cover Indonesia's fiscal state on this letter. Free meals, defense, and subsidies, together consuming 24% of total expenditure. The 2025 deficit came at 2.92% of GDP, the highest non-pandemic reading in two decades, just 8bps from the legal ceiling. The short-term numbers are looking surprisingly good. But a budget you can't cut is a budget waiting to break.
Moving on, we've repeatedly asked, where is the bottom? Perhaps we finally have an answer. Using two independent approaches, calculus-based framework and max pain indicator, we arrive at a similar conclusion. While, for the country's sake, (for the first time) we hope our model is wrong, but this is where the data leads us. $IHSG
Read our latest letter through the link below:
https://t.co/00YJKxPJom
#MeridianResearch
En Nürburgring, la regla de oro es: Si el coche que viene detrás es más rápido, te apartas a la derecha, pones el intermitente y ¡le dejas pasar! ¡El M2 que iba delante no pudo tragarse su orgullo!
bukti nyata 1 langkah kecil bisa berarti besar..
meet Arief Kamaruddin
pemuda 34 tahun dari Ciliwung yang bikin gubernur Jakarta gelar rapat khusus soal ikan sapu-sapu
kenapa dia mulai gerak
> dari kecil hobi jala ikan
> dulu dapetnya udang atau lele liar
> sekarang isinya sapu-sapu semua
> spesies asli ciliwung hancur sisa 20 spesies
> sapu-sapu ini invasif dan nggak ada predator
cara kerjanya hardcore
> turun ke sungai 1-3 jam tiap hari
> kadang nyari sampe jam 2 pagi
> nyemplung ke air keruh beracun
> ngeraba akar pohon pake tangan kosong
> resiko: beling, paku, ulerdapet ikan, patahin lehernya, lalu kubur
impactnya nggak main-main
> viral sampe masuk podcast close the door
> gubernur dki langsung instruksi walikota
> dinas gelar operasi massal tiap jumat
> di jaksel kemaren tembus hampir 7 ton
> rilis warning bahaya makan sapu-sapu ciliwung
strateginya pinter
dia pake sapu-sapu cuma buat pintu masuk
tujuan utamanya nyentil isu sampah dan limbah
karena kalo bahas sampah doang publik gampang abai
dari jaring seadanya, dia sukses maksa birokrasi buat turun tangan.
di tempat kalian ada sosok
seniat ini nggak?
Cut loss = sesegera mungkin
Take profit = tunggu selama mungkin, sampai benar-benar ada konfirmasi keluar sinyal exit
Kebanyakan trader pemula melakukannya terbalik