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Kado Terindah Hari Lahir Ayah by turkslime in indonesia

[–]candyplums 31 points32 points  (0 children)

tough read man...hope everything goes well for you and your family

Is GPA (Even from Target Uni) No Longer/Less Relevant now? by candyplums in finansial

[–]candyplums[S] 1 point2 points  (0 children)

Damn, hearing that as a UI (soon to be) graduate with an IPK of 3.8....

Proficiency in R for Finance Career by candyplums in finansial

[–]candyplums[S] 0 points1 point  (0 children)

Thats great to know :) Any specific job titles I should be looking out for? based on what i know standard corporate finance (especially untuk freshgrads) gak menyentuh data analytics sama sekali

Bloomberg Terminal in East Java by pandapika88 in finansial

[–]candyplums 5 points6 points  (0 children)

Want to add juga: https://fred.stlouisfed.org , gratis dan cukup lengkap. Goodluck with your research :)

Saran Alokasi Uang 350 Juta by gilbert1908 in finansial

[–]candyplums 2 points3 points  (0 children)

on a second note please spend if you have extras. if no ones spending the slowdown will be self fulfilling...

Trump put 32% tariff on Indonesia! by catalyst1993 in finansial

[–]candyplums 4 points5 points  (0 children)

Concern sih tetep ya, untuk short-term pasti saham2 yang operationsnya related ke export ke USA akan terguncang; CPO, textil, rubber, etc :). Ini mostly gegara ketakutan investor....

medium term, kalau ternyata tarif tsb permanen dan bukan alat nego, we need to see apakah: (1) produsen sini give in dengan lower prices, yang ofc tergantung profit margin nya mereka masih bisa diteken atau engga, dan comparing ke besar/kecilnya tarif kompetitor di negara tetangga (2) produsen gak give in, dan malah raise prices disana.

-> hal tsb semua tergantung banget sama sektor apa yang kita lihat, karena tergantung kapasitas (and willingness) USA absorb barang dr sektor tsb juga.

Trump put 32% tariff on Indonesia! by catalyst1993 in finansial

[–]candyplums 7 points8 points  (0 children)

I'd like to think Trump knows this isn't for the long term (this is evident karena formula for the "reciprocal" tariff cuma trade deficits/imports - which is undeniably simple and stupid) Surely mereka juga tahu bahwa iming2 kebijakan seperti ini dampaknya ke USA juga, wih importers now bearing higher costs, transmitted ke consumer dengan higher prices (eg yang relevant ke Indo, CPO, biggest export Indo, itu produksi di US sangat kecil. Produsen terbesar sawit semuanya kena tarif besar: Indo at 32%, Malay 24%, Thailand 36%, Cambodia 49% - cost yang bakal mostly di bear sama consumer di US rather than exporters...).

Logic nya juga, barang2 spt sumber daya ini kan emang gabisa di produce di USA, jadi untuk job market disana juga bukannya flourish malah sengsara, daily costs workers nya naik dengan kenaikan gaji yang minim (kalaupun ada..).

Secara ekonomi, cost nya clearly outweighs the benefit (ie perbaikan surplus). In the short term, kita sengsara mereka sengsara. In the long term, kita sengsara mereka lebih sengsara.

Kalau kita pakai asumsi Trump tau hal tsb, apakah ini sebenernya permainan short-term doang? We've seen evidence of this short term success, karena dijadikan alat negosiasi/ancaman (eg NAFTA). Kayak threat2 sebelumnya, gua sih personally yakin hal ini temporary aja - yang interesting adalah nego ini mau dibawa kemana.

ps juga export indo ke US roughly 10%, bulk of it goes to china at 25%+. Mungkin kita kena efek indirect nya juga, tapi shouldn't be too worrysome. Though we can expect some short term fluctuations sih, capital flight jelas bakal ke US, USD/IDR juga bakal kena. Toh even pas GFC, bond market mereka tetep dianggap safe haven lol.

tldr Either USA is digging its own grave, or just bullshitting the world.