What Investors Need to Know About Geopolitics with Marko Papic
Excess Returns
00:00
Are You Still Bullish on Indonesia?
I think transparency is very important because investors need to understand this stuff. It's hard to make these predictions and forecasts and get them right consistently. Our net assessment basically sets out a three to six reasons why we are bullish or bearish on a particular issue. And so that's why a lot of times with news and headlines impact my view or move the prices. I only changed my view if it changes that original net assessment.
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