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This week’s letter explores one of the market’s most misunderstood policy mechanisms: DHE.
The discussion is no longer just about reserves, Rupiah, or export proceeds. The more important question is whether the policy meaningfully changes domestic liquidity dynamics and market regime behavior.
We also mapped 8 curated names through an Elliott Wave framework to identify where positioning may become asymmetric from here, among which are $BBCA, $BBRI, $BUMI, and $BRPT.
Read more via link below.
lynk.id/meridian.resea…
#MeridianResearch

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