Recently, the Indonesian seed maker BISI International (BISI), faced headwinds due to weather disruptions. With inadequate production and inventory levels, the company had little inventory to sell, al... Read More
Here at Heyokha, we spend a lot of time analyzing Chinese tech and ecommerce opportunities, and most recently have focused on the disruption of the brick-and-mortar retail space by Chinese tech giants... Read More
On a recent trip to Tibet, Heyokha team had the opportunity to see how things are in one of China’s most remote and desolated areas. It turned out reality was quite different from what we were expec... Read More
Recently, both the Indonesian Ministry of Agriculture and the Jakarta office of the US Department of Agriculture (USDA) reported on corn production and harvested area. While the numbers always show so... Read More
By Wuddy Warsono
Okay, by now I had fully accepted that I would be spending Chinese New Year’s Eve alone, in my hospital room in New York.
Since this was my first time doing so, I was tempted ... Read More
Reading The New Case for Gold, we came across one very interesting chapter where the author James Rickards discussed a BBC interview with Andrea Sella, a professor of chemistry at University Colle... Read More
In our 1Q 2017 report, we discussed how tech companies design their products to activate pleasure centres in our brain so that we get hooked. Digital drugs, so to speak.
While we worried about people... Read More
In our reports, we have been arguing that one area that’s less prone to digital disruption is the farming sector. In one of our key markets, Indonesia, the digital revolution has actually helped the... Read More
According to the critics, a decline in terms of trade would indicate that farmers’ economic position is deteriorating and thus that the reform program is ineffective.
While such conclusion might be... Read More
Are farmers in Indonesia a happy lot?
In the past few years, Heyokha team has been traveling to many provinces in Indonesia to meet and talk to people from different walk of life. One group that re... Read More
About Our Blog
This blog covers observations made by our team. It can touch on any subject that we deem relevant for investors in Asean markets.