Budi Dian Sulistyo

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2026.01 — Capital Journal (Time is Our Edge)

2026.01 — Capital Journal (Time is Our Edge)

Journal — January Allocation Review Bulan ini relatif tenang. Tidak ada perubahan besar, hanya penyesuaian risiko. Pergerakan: Menambah kas da…

2026 Memo #00 — Likuiditas Belum Kembali

2026 Memo #00 — Likuiditas Belum Kembali

Good morning partners, The Fed kembali menahan penurunan suku bunga. Inflasi 2,7% mungkin terdengar kecil, tetapi cukup bagi Powell untuk tidak…

2026.02.02 — MSCI & Risiko Likuiditas IHSG

2026.02.02 — MSCI & Risiko Likuiditas IHSG

MSCI kembali menyoroti isu tata kelola dan kualitas pasar Indonesia. Reaksi IHSG cukup cepat. Bukan panik, tapi jelas ada outflow dana asing, teru…

Ketika Kepercayaan Asing ke Pasar Modal Indonesia Mulai Retak

Ketika Kepercayaan Asing ke Pasar Modal Indonesia Mulai Retak

Good morning partners, Beberapa minggu terakhir IHSG bergerak lebih lemah dari biasanya. Tidak ada krisis besar. Tidak ada resesi mendadak. Tidak…

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