Last time the Commodities enter super cycle season was in 2008. Both Soft Commodities (e.g. wheat, corn) and Hard Commodities (e.g. coal, oil) were heating up mainly due to increasing demands from the emerging economies (BRIC, etc). This time around, the super cycle is rather different. The pandemic and the geopolitical situation have all contributed to ...
Read MoreFinally, the most anticipated blockbuster IPO is coming to realization. Yet, the timing of GoTo IPO couldn’t be more challenging. Some global tech stocks’ prices have plummeted from their peaks recently (e.g. Grab, Sea Group, Bukalapak). There are several reasons for optimism, however. Market Leader Winner takes all, as the saying goes. GoTo is the market leader in the ...
Read MoreInvesting in Crypto seems to be risky at first. Much more volatile than the stock market or other investments. Double digit loss / gain within hours is possible. Looking into the Bitcoin (BTC) volatility against S&P500 VIX for the last few years. Then why are some Investors, including Fund Managers, compelled to invest in it? Many reasons, ...
Read MoreInvesting in the stock market can be thrilling for certain Investors. Sometimes, these Investors push it a bit too far to the limit. No difference to walking on thin ice. Buy at high price Nothing’s wrong with buying a stock at high price (high PBV PER etc). After all, there is a reason for the market to value that ...
Read MoreTiming is fundamental in the investment world. To gain is to understand when it is the right time to make a move. Time to invest, time to sell Most Investors know well when to invest in an asset, i.e. purchase a stock (or property / other assets). Yet, it is just as crucial to know when ...
Read MoreIs it possible to build a portfolio of assets that allow Investors to sleep well throughout the nights, amid volatility? Certainly, although it might means missing some intermittent opportunities. Diversification As boring as it sounds: diversification, diversification, and diversification; rule no 1 is always about getting the right mix of assets into the portfolio. Ideally, an asset ...
Read MoreYear 2022 marks the third year of pandemic. While it is conceivable that the global economy was adversely impacted; it is also remarkable how resilient most economies (including Indonesia) have been so far. Henceforth, what can Investors expect in 2022? Will the tiger roam? Commodities The country has enviable natural resources needed as raw materials for electronics, high-end ...
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