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Heyokha-Brothers-Investment-Report-4Q-2021


Heyokha-Brothers-Investment-Report-4Q-2021

Published: Apr 21 2022

Luck is when opportunity meets preparation. After a painful decade of underperformance, we see the stars are aligned for Indonesia to outperform. Commodity supercycle, the rotation from growth to value stocks, investors pivoting to other markets after China tech clampdown, and rising geopolitical tension are favourable backdrops for Indonesia. Having Indonesia as our home turf allows us to see internal reforms happening at the margin that will amplify this external tailwind. Indonesia 2.0 is a rediscovery that will surprise you in many ways.



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Published: Apr 21 2022

Luck is when opportunity meets preparation. After a painful decade of underperformance, we see the stars are aligned for Indonesia to outperform. Commodity supercycle, the rotation from growth to value stocks, investors pivoting to other markets after China tech clampdown, and rising geopolitical tension are favourable backdrops for Indonesia. Having Indonesia as our home turf allows us to see internal reforms happening at the margin that will amplify this external tailwind. Indonesia 2.0 is a rediscovery that will surprise you in many ways.



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