Solusi Sinergi Digital (WIFI): Normalized Valuation
Indonesia's high internet penetration is mostly from smartphone data, with low broadband access. Solusi Sinergi Digital Tbk PT benefits from this...
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The Asset Management Industry - A Perfect Storm. Who Will Remain when the Dust Settles?
Having left the industry after 20 years, one could still not escape the media headlines of dwindling workforce and bonuses in the once coveted fund...
624 Views
Sino-ASEAN Strategy: What Does a Breakfast With Bernanke Reveal?
We had a breakfast meeting with Ben Bernanke, a man who needs no introduction. Bernanke is optimistic given a confluence of positive factors...
954 Views
Money Matters: The Failure of Inflation Targeting and the Implications for the Cost of Capital.
Advocates of inflation targeting claim that central banks can control prices through monetary policy and that by targeting a relatively low and...
1.1k Views
Hedge Hogging Series: What Are the Secrets of the Temple?
We slice and dice the secrets of the Fed policies to derive comparative analysis between Reaganomics and Trumponomics. Seven themes emerge from...
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