Syafiq Wirawan·May 4Syafiq Wirawan: May’s First Truth: Why Liquidity is the New YieldAs I write this on Monday, May 4, 2026, I am reminded that the market has a way of stripping away the noise when we least expect it. We’ve…
Syafiq Wirawan·Apr 22How to Distinguish Market Quality from Noise? Syafiq Wirawan on Institutional DisciplineThe process of identifying quality within a financial market is a matter of systematic discipline. Having returned to Indonesia in 2025 to…
Syafiq Wirawan·Apr 8Syafiq Wirawan: The 2.7% Trap: Why “Sticky” is the Only Keyword for Q2As I analyze the screens today, Wednesday, April 8, 2026, there is a palpable sense of tension. We have officially entered the “Inflation…
Syafiq Wirawan·Mar 27Syafiq Wirawan: Why My Q1 Portfolio Cleanup Isn’t About Selling — It’s About HonestyAs I analyze the closing numbers of this first quarter on Friday, March 27, 2026, I’m struck by how much our collective “belief system” has…
Galih Pranajiwanta·Mar 24Galih Pranajiwanta: The Lebaran Reflection: Finding Clarity in the Quiet of Q1Writing from a much quieter Jakarta this Tuesday morning, March 24, 2026, I find myself in a state of rare reflection. The holiday season…
