Re-Search
Research is not a static process. The same question may have different answers over time. One should not be content with the known but keep searching for new answers again and again, or Re-search.
To gain free access to our latest report, simply register or log in to our platform.
Previously we published reports on a quarterly basis. We no longer do this and only publish a report when we feel we have something special to share.
FY 2023 – The great eco-qualizer: Indonesia’s strategic initiatives steering global decarbonisation
Dive into this special report and you'll find yourself on an informative journey through Indonesia's green ambitions. Indonesia is not just an archipelago of stunning landscapes but a rising star in the global decarbonization effort.
From the buzzing industrial hive of Morowali, where nickel is king, to the cutting-edge forays into renewable energy, this report is your ticket to understanding Indonesia's eco-journey. It's a story of how Indonesia, armed with strategic savvy and a treasure trove of critical minerals, is sprinting towards a future where electric vehicles (EVs) abound, powered by Indonesian nickel.
Amid complex interplay of global politics and economic aspirations, Indonesia stands firm, charting its own course towards a sustainable and electrified future. This is a story of innovation, strategic gambles, and green dreams, as Indonesia aims to prove that being eco-friendly isn't just good for the planet—it's a pathway to prosperity.
Q2/Q3 2022 – A compendium of mega cycles
With inflation at elevated levels unseen in decades, partly caused by Russia’s invasion of Ukraine, and partly a result of continuous heightened tensions between the US and China, events in the global political and economic scenes in 2022 may lead one to question the appropriateness of past strategies in such an unfamiliar and chaotic economy. Investors are faced with unprecedented challenges as we enter a new regime where substantially higher interest rates and inflations may become a new normal. But with the right understanding and some twists in strategies, this changing environment will also bring opportunities that only happen once in a few generations.
In this special report, we take you through the developments that have been happening since we introduced our two newly identified megatrends – Indonesia 2.0 and Web 3.0.
[Anchor Report] Web 3.0: Mega Cycle Investment
Throughout history, the world witnessed game changing and disruptive technologies, which when combined, could reshape industries and change the world completely. While these technologies raised the overall prosperity of societies, they nonetheless suffered from the inherent risk of exploitations which leads mistrust and discontent. With the emergence of the blockchain technology, we believe that it will be the foundational technology that may once and for all transform the trust based model. In this report we will walk you through our hypothesis and how we got here.
Heyokha-Brothers-Investment-Report-4Q-2021
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.
Re-Search
Research is not a static process. The same question may have different answers over time. One should not be content with the known but keep searching for new answers again and again, or Re-search.
To gain free access to our latest report, simply register or log in to our platform
Previously we published reports on a quarterly basis. We no longer do this and only publish a report when we feel we have something special to share.
FY 2023 – The great eco-qualizer: Indonesia’s strategic initiatives steering global decarbonisation
Dive into this special report and you'll find yourself on an informative journey through Indonesia's green ambitions. Indonesia is not just an archipelago of stunning landscapes but a rising star in the global decarbonization effort.
From the buzzing industrial hive of Morowali, where nickel is king, to the cutting-edge forays into renewable energy, this report is your ticket to understanding Indonesia's eco-journey. It's a story of how Indonesia, armed with strategic savvy and a treasure trove of critical minerals, is sprinting towards a future where electric vehicles (EVs) abound, powered by Indonesian nickel.
Amid complex interplay of global politics and economic aspirations, Indonesia stands firm, charting its own course towards a sustainable and electrified future. This is a story of innovation, strategic gambles, and green dreams, as Indonesia aims to prove that being eco-friendly isn't just good for the planet—it's a pathway to prosperity.
Q2/Q3 2022 – A compendium of mega cycles
With inflation at elevated levels unseen in decades, partly caused by Russia’s invasion of Ukraine, and partly a result of continuous heightened tensions between the US and China, events in the global political and economic scenes in 2022 may lead one to question the appropriateness of past strategies in such an unfamiliar and chaotic economy. Investors are faced with unprecedented challenges as we enter a new regime where substantially higher interest rates and inflations may become a new normal. But with the right understanding and some twists in strategies, this changing environment will also bring opportunities that only happen once in a few generations.
In this special report, we take you through the developments that have been happening since we introduced our two newly identified megatrends – Indonesia 2.0 and Web 3.0.
[Anchor Report] Web 3.0: Mega Cycle Investment
Throughout history, the world witnessed game changing and disruptive technologies, which when combined, could reshape industries and change the world completely. While these technologies raised the overall prosperity of societies, they nonetheless suffered from the inherent risk of exploitations which leads mistrust and discontent. With the emergence of the blockchain technology, we believe that it will be the foundational technology that may once and for all transform the trust based model. In this report we will walk you through our hypothesis and how we got here.
Heyokha-Brothers-Investment-Report-4Q-2021
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.
We drive our mission with an exceptional culture through applying a growth mindset where re-search, re-learning and reflection is at our core.
We drive our mission with an exceptional culture through applying a growth mindset where re-search.
re-learning and reflection is at our core.