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Heyokha-Brothers-Investment-Report-1Q-2018


Heyokha-Brothers-Investment-Report-1Q-2018

Published: May 28 2018

This report covers how to invest in an era where inflation is set to rise. First, we discuss four potential drivers of inflation, being quantitative tightening (surprisingly), higher production costs in China, higher oil prices, and food security issues. We then highlight what kind of companies should do well during a period of higher inflation and elaborate on BISI as an Indonesian specimen of such company. Finally, we provide an update on Indonesian agriculture, which showed signs of increased output.



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Published: May 28 2018

This report covers how to invest in an era where inflation is set to rise. First, we discuss four potential drivers of inflation, being quantitative tightening (surprisingly), higher production costs in China, higher oil prices, and food security issues. We then highlight what kind of companies should do well during a period of higher inflation and elaborate on BISI as an Indonesian specimen of such company. Finally, we provide an update on Indonesian agriculture, which showed signs of increased output.



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