nice insight. I do also think Indo is not hard sell at this point. Valuations are at “obral” sale position. But the question remains when will global capital and private sector confidence returns, because these what made Indo’s valuations rerated in the past.
Nice! I remember trading indo quite fondly. Now it’s a bit harder that I am no longer in the region. I recently wrote a 3 part series on global investing, here is the Asia edition one (if you like, you can find the links to the Europe one and Americas one as well):
about last book -> Damodaran, A. (2026), Did you get it at your local bookstore? I only found the mini version, The Little Book of Valuation, same author. but still provides many interesting insights
nice insight. I do also think Indo is not hard sell at this point. Valuations are at “obral” sale position. But the question remains when will global capital and private sector confidence returns, because these what made Indo’s valuations rerated in the past.
Nice! I remember trading indo quite fondly. Now it’s a bit harder that I am no longer in the region. I recently wrote a 3 part series on global investing, here is the Asia edition one (if you like, you can find the links to the Europe one and Americas one as well):
https://rudajev.substack.com/p/episode-29-tour-du-globe-series-asia
about last book -> Damodaran, A. (2026), Did you get it at your local bookstore? I only found the mini version, The Little Book of Valuation, same author. but still provides many interesting insights
As long as the selected company is still making a profit and continues to expand, a decline in the market is an opportunity.