Profile Yopie Hidayat

Yopie Hidayat

Contributor





  • Costly Show of Force on Coal Policy
    Market Pulse

    Costly Show of Force on Coal Policy

    The government bans coal export for the whole month of January after coal miners fail to fulfill their DMO to supply coal for PLN. This show of force is clearly not the right way to solve the coal crisis.

  • The Year of Fighting Inflation
    Market Pulse

    The Year of Fighting Inflation

    Getting into 2022, the fight against inflation will be an important narrative that determines the movement of the global market.

  • Still Burdened by Debt Monetization
    Market Pulse

    Still Burdened by Debt Monetization

    Experience from 2013 has shown that when the Fed reduces liquidity injections and raises interest rates, the resulting wave of capital reallocations can hurt the financial markets of emerging economies, including Indonesia.

  • A Certainty in the Chaos
    Market Pulse

    A Certainty in the Chaos

    The fear of tapering and higher interest rates after the Fed Chair Jay Powell's testimony to the Senate caused global stock prices to fall rapidly, including in Indonesia.

  • Rupiah’s Heavy Burdens Next Year
    Market Pulse

    Rupiah’s Heavy Burdens Next Year

    The tightening of the US dollar liquidity in the global market which is immediately followed up by a rise in interest rates will create a great shock to the market. Emerging economies like Indonesia will face high pressures.

  • Difficult Time for Replacing Dangerous Man
    Market Pulse

    Difficult Time for Replacing Dangerous Man

    That negative sentiment of political push and pull and the choice of monetary policy in the US will spread to the Indonesian market.

  • The Lucky Ones in the Time of Turmoil
    Market Pulse

    The Lucky Ones in the Time of Turmoil

    But just because the market remained calm, even in Indonesia, it does not mean the storm has passed. The Fed’s policy change for liquidity is certain to have effects on the composition of foreign-owned portfolio investment funds in Indonesia.

     

     

  • Most Hated and More Expensive Culprit
    Market Pulse

    Most Hated and More Expensive Culprit

    World leaders started the Conference of Climate Change in Glasgow this Sunday in the middle of rising energy prices. A test of decarbonization commitment.

     

  • The Positive Effects Are yet to Come
    Market Pulse

    The Positive Effects Are yet to Come

    There some good news about Indonesia’s economy because of the jump in various commodity prices in the global market. But their real effects are yet to come.

  • A Frightful Reminiscence of Stagflation
    Market Pulse

    A Frightful Reminiscence of Stagflation

    Bad memories from the 1970s are resurfacing. Then, the world economy fell into the chasm of stagflation: a decline in growth accompanied by high inflation. The current situation looks similar.

     

  • The Good and the Ugly of an Energy Crisis
    Market Pulse

    The Good and the Ugly of an Energy Crisis

    Coal, despite its huge contribution to global warming, is once again becoming a prima donna. 

  • Double Blows from the US and China
    Market Pulse

    Double Blows from the US and China

    Investors are potentially facing double problems soon, which come from the United States and China. Be ready.

  • IMF Ammunition is not Enough Protection
    Market Pulse

    IMF Ammunition is not Enough Protection

    The key question is: would the additional ammunition from the IMF be enough to keep Indonesia’s financial market safe when the tapering shock arrives?

  • A Comfortable Debt Trap for Banks
    Market Pulse

    A Comfortable Debt Trap for Banks

    So even as the economy falls into ruin because of the pandemic, banks are still raking in profits. Meanwhile, the government is straining under its weight.

  • Calculating the Risk of a Tantrum
    Market Pulse

    Calculating the Risk of a Tantrum

    When the global market is in a rout, Indonesia’s Achilles heel lies in its government bonds market. The hardest shocks potentially start here. Foreign investor’s move to sell their Indonesian government bonds—“flight to safety” move—is the trigger.

  • Discipline to Keep the Bond Market Save
    Market Pulse

    Discipline to Keep the Bond Market Save

    The resolution of the government to put the brakes on 2022’s budget deficit brings relief to the market.

  • Procrastination to a Perfect Storm
    Market Pulse

    Procrastination to a Perfect Storm

    The government proposes the relaxation policy for resolving non-performing loans being extended until 2023. A ticking time bomb in the financial industry.



  • A Tale of Two Outbreaks
    Market Pulse

    A Tale of Two Outbreaks

    There is no point in chasing economic growth by prioritizing prestigious projects when ultimately, the economy cannot move because it does not have enough vaccine coverage.

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