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    Category: sharesHome

    Rebalancing of Nickel Supply

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    by author   ·  March 25, 2024  

    The market is swamped with nickel supply. The price has dropped by nearly half since the start of 2023, although it rebounds little bit lately. source: trading economics.com   How do we even get here in the first place?     New Projects In 2021, the country already has 37% share of nickel mine production globally. By 2027 the market share will ...

    Why Being Defensive Matters in a Bearish Stock Market

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    by author   ·  February 3, 2024  

    In a slow economy, Investors tend to put their money more into fixed income assets such as deposits or fixed-interest bonds. Yet, putting all eggs into one or two baskets come with their own risks. Low-risk deposits do not mean risk-free. Which is why for some Investors, diversification by maintaining their position in the Stock Market ...

    Farewell 2023

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    by author   ·  December 29, 2023  

    In the early 2023, many believed that the year would become a cornerstone for better life and economy. Some made it as they thought it would be for them. For some (maybe majority), not so good as they expected.   Hedging against Inflation Against backdrops in the debt and stock market, more Investors pour into assets that hold ...

    Brace for Impacts

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    by author   ·  November 25, 2023  

    The economy is doing fine, but not great. The future looks alright, but not bright. Although the inflation (except food) is under control, the GDP growth dips slightly under 5%, a rare occurrence except during pandemic. source: bps.go.id Softening Commodity Prices Mineral (coal, metals, etc) exports accounted for 20% of total exports for the first 10 months this ...

    2023 IPO’s

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    by author   ·  November 12, 2023  

    This year marks a record for IPO listing in the market, despite sluggish macroeconomic and geopolitical tension. A record breaking of 77 IPOs so far this year, with over IDR 50 trillion raised.   Good for businesses, especially small to mid sizes, that acquire funding via these IPOs. No need to pay interest to the banks since ...

    Food Security

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    by author   ·  October 27, 2023  

    There is general belief that economic growth means improved welfare, as long as the inflation is under control.   The latest inflation data shows a decline overall, which is encouraging. Source: bps.go.id   As for food (soft commodities), the inflation figure does not differ much, i.e. at 2,51% YoY. Food is a necessity, no argue about that. Good GDP, account ...

    Whatever Sum Game

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    by author   ·  August 21, 2023  

    The Stock Market can be very unforgiving for some Investors without knowledge and experience. Still, knowledge and experience do not guarantee success when investing in the Stock Market. A bit of luck may help, but not in the long run.   Zero Sum Game Defined as when an Investor profits from a stock, there is another Investor that lose ...

    Defying the Odds

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    by author   ·  July 21, 2023  

    In a period where many analysts expect the economy turns sour, there is a glimpse of hope for some assets.   Against all odds, these assets are surprisingly resilient in their valuation so far.   Property Prices Property price is one main contributor to inflation. Higher interest rates were meant to hold price from escalating further.   Nonetheless, the residential property prices ...

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    ”Know what you own, and know why you own it.” Peter Lynch

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