TopemonCommodity Price Reversal?The question above was arise amid recent correction on several commodity price, especially on metals & CPO/soft commodities. Although oil &…Jul 1, 2022Jul 1, 2022
TopemonDouble Top?Today, JCI had a rough day (-2.03% in one day). While global market sentiment starting to rebound post-Trump’s trade war game, the domestic…Mar 7, 2018Mar 7, 2018
TopemonLower Global Expected ReturnAn article in the economist which has same repercussion from my previous post in here and here.Feb 23, 2018Feb 23, 2018
TopemonNot Bad at AllAn article on Bloomberg’s tries to give picture on Emerging Market countries macro fundamental. Although it’s not a scoring model, looking…Feb 23, 2018Feb 23, 2018
TopemonPrepare for a Big Downturn?This writing comes up after seeing two days global stock correction. Could this severely impact the domestic (Indonesia) stock market? To…Feb 6, 2018Feb 6, 2018
TopemonChina Makes The MovesThere are at least two moves from China on this early 2018: (i) they re-tweak their policy on currency movement, and (ii) the plan to halt…Jan 11, 2018Jan 11, 2018
TopemonExpected Return on EquityJust to following up from previous post, here’s the calculation for long-term expected equity returns on JCI*:Jan 9, 2018Jan 9, 2018
TopemonPlot for 2018After reading some research reports and articles, i conclude the meta-narrative for global market in 2018 is as follow:Jan 5, 2018Jan 5, 2018