Sharpfokus03, why Indonesia will be Apple
The big stock market story of the last few weeks has been Apple total market valuation reaching $800bn after rising for a decade. But here's why Indonesia is a better bet to reach $1tn first.
1. The Indonesian 🇮🇩 economy
Be unconventionalI
Sometimes it's good to be unconventional, doing things differently. It annoys a lot of people but taking the opposite view of what everyone else thinks often works out well.
Nominal GDP is the measure
Here's a different way to watch the economy. Real or volume GDP is the normal way, but how about looking at Nominal which is both volume & price. That's more real in my opinion.
Real is USD
To make it even more real, how about also converting it into US$ terms. The world works in $s, so when the economy goes up in $s we are really getting richer.
2. Why I love Apple 📱
iPad dream
I have done & do a lot of presenting. When Steve Jobs launched the iPad, I saw my dream presenting tool & I've been an Apple fan ever since.
Then iPhone
Once a fan, I bought iPad, iPhone & then Apple Watch. I learned to use them together. They changed my life & my view of what a great company is.
Now iPhone & iPad only
I loved the iPad so much, I gave up my desktop then laptop & today use iPhone & iPad for 99.99% of all my computing. They have changed the way I work.
3. Why I love ❤️ indonesia
Freedom
I've loved & been 100% Indonesia since 1996 & seen many people come here & love it too. Why? One reason is you're surprisingly free to grow here compared to all the regulations back home.
Opportunity
Indonesia is amazingly unknown considering it is such a large place. Many people in the West don't even really know where it is in the world. That's the opportunity.
Magic
Indonesia has an exotic feel. Even though not well known, as a country, people know evocative words like Bali, Komodo, Orangutan, Matahari, Java. There's magic here too.
4. Why Apple has grown so fast 💨
Different
How has Apple grown so fast, from a small less known niche player? Apple celebrates being different. Everyone likes to feel like they're different.
Customer focused
They focus entirely on delighting customers with products which always seem to feel a bit magical when you use them. They talk about how magical their devices are.
Useful
Apple products are always useful. They are simple but powerful tools. You hear a lot of people today say they only business travel with their iPhone.
5. Why Indonesia has grown fast 💨 too.
17% a year is fast
Indonesia has grown fast too, amazingly fast. In the last 20 years, even with an economic collapse, rupiah nominal GDP has averaged 17% growth a year.
LOTS of money
Why has indonesia grown so fast? Yes, it's a big &'young country, but most importantly there's lots of money. There's 5,000 trillion rupiah in circulation, more than any other major currency.
1. The Indonesian 🇮🇩 economy
Be unconventionalI
Sometimes it's good to be unconventional, doing things differently. It annoys a lot of people but taking the opposite view of what everyone else thinks often works out well.
Nominal GDP is the measure
Here's a different way to watch the economy. Real or volume GDP is the normal way, but how about looking at Nominal which is both volume & price. That's more real in my opinion.
Real is USD
To make it even more real, how about also converting it into US$ terms. The world works in $s, so when the economy goes up in $s we are really getting richer.
2. Why I love Apple 📱
iPad dream
I have done & do a lot of presenting. When Steve Jobs launched the iPad, I saw my dream presenting tool & I've been an Apple fan ever since.
Then iPhone
Once a fan, I bought iPad, iPhone & then Apple Watch. I learned to use them together. They changed my life & my view of what a great company is.
Now iPhone & iPad only
I loved the iPad so much, I gave up my desktop then laptop & today use iPhone & iPad for 99.99% of all my computing. They have changed the way I work.
3. Why I love ❤️ indonesia
Freedom
I've loved & been 100% Indonesia since 1996 & seen many people come here & love it too. Why? One reason is you're surprisingly free to grow here compared to all the regulations back home.
Opportunity
Indonesia is amazingly unknown considering it is such a large place. Many people in the West don't even really know where it is in the world. That's the opportunity.
Magic
Indonesia has an exotic feel. Even though not well known, as a country, people know evocative words like Bali, Komodo, Orangutan, Matahari, Java. There's magic here too.
4. Why Apple has grown so fast 💨
Different
How has Apple grown so fast, from a small less known niche player? Apple celebrates being different. Everyone likes to feel like they're different.
Customer focused
They focus entirely on delighting customers with products which always seem to feel a bit magical when you use them. They talk about how magical their devices are.
Useful
Apple products are always useful. They are simple but powerful tools. You hear a lot of people today say they only business travel with their iPhone.
5. Why Indonesia has grown fast 💨 too.
17% a year is fast
Indonesia has grown fast too, amazingly fast. In the last 20 years, even with an economic collapse, rupiah nominal GDP has averaged 17% growth a year.
LOTS of money
Why has indonesia grown so fast? Yes, it's a big &'young country, but most importantly there's lots of money. There's 5,000 trillion rupiah in circulation, more than any other major currency.
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Faster than Apple
& while that makes the rupiah sometimes weak, you might be surprised to know, the economy in US$ has grown very fast too, 11% a year. Until recently, that's faster than Apple. |
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6. Who will win 📈
Indonesia is the surprise
Indonesia, which is far less well known or discussed among investors, Is one of the best growth stories in the world. How is this useful?
It's catch up time
While it's Apple which has stolen the headlines recently, the similarity between the two tells me that Indonesia is about to grow much faster & reach $1tn first.
Stocks will win
Indonesian stocks are the opportunity. The economy booming again will attract attention & the stock market is very, very cheap at currently only half the size of the economy.
Any questions orommenta, please let me know :-)
Sebastian
Indonesia is the surprise
Indonesia, which is far less well known or discussed among investors, Is one of the best growth stories in the world. How is this useful?
It's catch up time
While it's Apple which has stolen the headlines recently, the similarity between the two tells me that Indonesia is about to grow much faster & reach $1tn first.
Stocks will win
Indonesian stocks are the opportunity. The economy booming again will attract attention & the stock market is very, very cheap at currently only half the size of the economy.
Any questions orommenta, please let me know :-)
Sebastian