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Feel Good Indonesian Investment
Feel Good Indonesia. Dalam skenario dasar (base case) kami, target indeks JCI pada Desember 2026 ada
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Indonesian Strategy
Mengapa kami positif terhadap ekuitas Indonesia Pemulihan laba – Peningkatan likuiditas dome
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Goldman Explores Prediction Market Opportunities, Solomon Says
Goldman Sachs Group Inc. is looking at opportunities in prediction markets, positioning the investment bank to benefit from the fast-growing forums for bets on real-world events.
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Equinor Wins Ruling to Resume Wind Project Halted by Trump
A US judge ruled Equinor ASA can resume building its multibillion-dollar wind project near New York, marking the second time this week a federal court has blocked the Trump administration from enforcing a halt on offshore developments.
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Russia Oil and Gas Revenue Dives to Five-Year Low in Budget Hit
Russia’s revenues from its oil and gas industry, vital to financing its war in Ukraine, dropped to a five-year low in 2025 as crude prices slumped and gas exports declined.
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How to Make Money From the Booming Demand for Energy
One thing we can all agree on is that demand for energy, and in particular electricity, is growing by leaps and bounds. But obviously from there, there is going to be a debate about who is best positioned, and who will really make money from this trend. Will it be companies digging up raw commodities? Will it be equipment companies? Will it be pipelines? Will it be utilities. On this episode of the podcast, we speak with Tyler Rosenlicht, a Senior Vice President Cohen & Steers. He is a portfolio manager for Global Listed Infrastructure and the firm's head of Natural Resource Equities. We talk about the general ideas behind infrastructure investing, how it works, how it's changed, and how he thinks about the ongoing boom in energy demand. (Source: Bloomberg)
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Trafigura Cargo of Venezuelan Oil Reaches Shores of Curacao
Trafigura Group, one of the large commodity traders tapped by US President Donald Trump to market Venezuelan oil, is preparing to discharge its first cargo after positioning a vessel off the shores of Curacao.
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Ford, F1, and Trump’s Trade Fight
Ford CEO Jim Farley and Red Bull Racing CEO Laurent Mekies sat down with Bloomberg's Matt Miller in Detroit to break down their partnership, how F1 tech feeds American jobs, and what Trump-era trade, labor, and tariffs mean for the future of auto manufacturing. (Source: Bloomberg)
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