yuknowit

[yuknowit @yu_knowit]

@taobanker Oh ur just playing it as a mean reversion trade? That could work then

[yuknowit @yu_knowit]

@taobanker Hmm $PWON.IJ and $AVIA.IJ will depend on lower interest rates to get going. We are headed for elevated interest rates for some time although there will be moments for easing

$HMSP.IJ and $INTP.IJ are great picks. I prefer $VNM.VN to $ULTJ.IJ

[yuknowit @yu_knowit]

@saku_yamag9129 If you have access through ur local library to magazines or newspapers from 1998, pls check it out. 🇮🇩 today is not in a 1998 scenario. National debt is not excessive, there is decent growth and we are in the midst of a commodity upcycle

[yuknowit @yu_knowit]

time to keep adding. will progressively add state banks into the mix - priced in USD, we haven't seen banks at this level since COVID

$INTP.IJ $INDF.IJ $HMSP.IJ $BBRI.IJ $BMRI.IJ

[IHSG Journal 🍀🌞 @aldotjahjadi8]

Yesterday, we were hit again by Moody’s rating. Danantara’s negative outlook spooked the market. The escalation in Iran and the Rupiah nearing 18,000 created panic, pushing the IHSG further away from the 6,286 weekly pivot level.

[yuknowit @yu_knowit]

@taobanker @TigerThesis Yeah, monster. They just started a buyback too so there should be some downside protection from here on

[yuknowit @yu_knowit]

@taobanker @TigerThesis $INTP it's there now. post div-ex though

[yuknowit @yu_knowit]

@aldotjahjadi8 higher bond yields sucking in capital from EMs as well

[Lambe Saham @LambeSahamjja]

Guys, lu pada sadar tau gk nih....
Di tengah kondisi ekonomi global yang penuh ketidakpastian, ada negara tetangga yang justru memilih ngerem pengeluaran pejabat dulu sebelum minta rakyat berhemat.

Perdana Menteri Malaysia, Anwar Ibrahim, menerapkan kebijakan efisiensi ketat dengan memangkas jumlah delegasi dan fasilitas perjalanan dinas ke luar negeri.

Hasilnya gak main-main, anggaran yang berhasil dihemat mencapai RM15,5 miliar atau sekitar Rp69 triliun.

Yang menarik, uang hasil penghematan itu gak berhenti di meja birokrasi. Dana tersebut dialihkan langsung untuk bantuan sosial, perbaikan sekolah, hingga voucher buku bagi pelajar.

Jadi yang merasakan manfaatnya bukan pejabat, tapi masyarakat.

Di saat banyak negara masih sibuk mencari utang baru atau menambah beban rakyat,

Malaysia justru mencoba menunjukkan bahwa efisiensi bisa dimulai dari atas. Dari pemangku kebijakan, bukan dari kantong masyarakat.

Menariknya lagi, di periode yang sama nilai tukar Ringgit termasuk salah satu yang cukup kuat di kawasan Asia.

Banyak analis mengaitkannya dengan meningkatnya kepercayaan investor, stabilitas politik, dan arah kebijakan fiskal yang dinilai lebih disiplin.

Pertanyaannya sederhana:
bisa kah pejabat kita meniru ini
kalo yang atas kasih contoh
harusnya bisa gk sih?

[yuknowit @yu_knowit]

@Noneotherthanwe @DRTnky everything will tank, and imagine what becomes of 🇸🇬 banks!

[yuknowit @yu_knowit]

sobering truth: the system is not designed for you to escape debt slavery

[DarylTanky @DRTnky]

I call this the “fake wealth” cycle

Most Singaporeans view property as the only way of wealth accumulation

“Oh, I have this HDB that I can sell for $1.5M which means I can buy a $2M condo which will go even higher”

What most Singaporeans don’t realise is that when you ‘sell high’, chances are that you buy high

What ends up happening is a cycle of continuous mortgage and a perpetual debt cycle

You think you’re getting millions for your property, but you’re actually just maintaining the same amount of debt, for your time

Shortsightedness has killed many of the people I know and before they know it, they’re forced to work for an employer till they’re 65 just so they can pay off their $2M condo, and their $400K continental car

[yuknowit @yu_knowit]

may need to avoid the commodity players for now until this centralised export entity situation gets clearer. will stick with the MNCs and food players for now...

$HMSP.IJ $INTP.IJ $INDF.IJ $BNGA.IJ

[yuknowit @yu_knowit]

some reprieve amidst the uncertainty around the return of strongman politics in 🇮🇩 $INTP.IJ

[yuknowit @yu_knowit]

not sure how the govt vs oligarch war will end, but the $USDIDR will be the likely casualty. question is does IHSG rally to compensate the weakness in the currency?

https://t.co/I3PDp6QtyT

[yuknowit @yu_knowit]

@Noneotherthanwe Feels like a joke that a small city state can have a larger market cap than 🇮🇩

[yuknowit @yu_knowit]

@ChatibBasri Hmm wouldn't this be a very short-sighted view of it?🇯🇵 tried explaining it that way and now their debt/GDP is 230%!

DSR/Revenue lets the nation live to fight another day but debts ultimately accumulate and interest rates don't stay low forever. Trade surpluses can disappear

[Ronan Berder @hunvreus]

Don't want to dunk on Singapore, but with the AI Engineer conference being in town, my timeline is flooded with delusional takes.

The reality is that Singapore is mostly a trading hub. It's incredibly well-run, tax-friendly and great for young families. But it isn't some sort of technological utopia.

The density of talent, ambition, and success is nowhere near what you would find in SF, NYC, London or Beijing.

"But it's a massive market for Nvidia and Claude!". Yeah, it's a pass-through for China. How do you think the Chinese got their hands on AI chips? How do you think they distill models from OpenAI and Anthropic?

"But what about Manus?". You mean the Chinese company? Whose founders are currently barred from leaving Beijing?

For tech companies, Singapore is mostly a sales office for APAC. They may have some FDEs and devrels, but they don't do serious product or research work here.

[yuknowit @yu_knowit]

@Kutekians it's always a double whammy 😪

[yuknowit @yu_knowit]

🇮🇩 scoring own goals here. don't really understand what the government's logic is here

https://t.co/lTAzqpf7gy

[yuknowit @yu_knowit]

what a joke 🤡🌎

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Taiwan > China in the EM Index @DuncanLamont2 $EWT $EEM

[yuknowit @yu_knowit]

@eastasiaecon is it though? extend the chart further back a few decades and perhaps it's just a reflection of cyclicality?