Heyokha Brothers-Investment Report-2Q 2016 – Heyokha Brothers – Investment Management

Heyokha Brothers-Investment Report-2Q 2016

Heyokha Brothers-Investment Report-2Q 2016

We wonder how deflation will finally turn into inflation and start to have some exposure to inflation plays. On a more micro level, we talk about a turnaround story for an Indonesian retailer.

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We wonder how deflation will finally turn into inflation and start to have some exposure to inflation plays. On a more micro level, we talk about a turnaround story for an Indonesian retailer.

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