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Indonesian Rupiah, 1999's Star, Fades
By Anjana Menon

Indonesian Rupiah, 1999's Star, Fades (Update1): Currency Focus

(Adds detail on the currency's performance in the 10th
paragraph. Shortens 1st sentence.)

Singapore, Nov. 17 (Bloomberg) -- The Indonesian rupiah,
1999's top-performing currency, may have trouble climbing further
as some of the region's least experienced leaders tackle some of
its worst social and economic problems.

The country, led by President Abdurrahman Wahid, a cleric by
training, faces unrest in independent-minded provinces, mounting
external debt and pressure to keep the economy growing after a
recession last year -- its worst in at least three decades.
``It's going to be hellishly difficult to get the economy
back on track,'' said Simon Mahadevan Flint, a senior currency
strategist at Bank of America in Hong Kong. Flint said the rupiah
may still climb to 6,500 against the dollar, from 7,082 now,
though it won't go higher this year.

The rupiah has risen more than 17 percent since the
beginning of this quarter as investors wagered the new
government, which took office last month, would usher in quick
economic growth. The gain is more than three times the advance
posted by the next-best currency, the Thai baht, during that
period.

Yet investors' honeymoon with the fresh leadership may
becoming to an end. Portfolio managers want to see progress on
economic reform: returning banks to solvency, rebuilding investor
confidence in the nation and renewing suspended aid from the
International Monetary Fund.

Prove It

``The government has to prove it can carry out the
reforms,'' said Steven Lim, a portfolio manager at Daiwa SB
Investments (Singapore) Ltd., which has S$50 million (US$30
million) in Indonesian stocks. ``Investors want to see that
before getting back in.'' He won't put money into Indonesia until
next year.

People are also fretting that calls for independence in Aceh
province may snowball into violent demonstrations and make it
tougher to do business in the country.

Up to 1 million Acehnese rallied at the main mosque of Banda
Aceh last week, demanding a vote on self-determination, after two
million had signed a petition supporting it. A decade of human
rights abuses and resentment over lost revenue from natural
resources are fueling the protests.

In East Timor, Pro-Jakarta militias waged a campaign of
violence after the people voted in favor of independence in a
U.N.-sponsored referendum Aug. 30.

That helped send the rupiah tumbling 20 percent from the
beginning of July to the end of September, when United Nations
peacekeepers took control of East Timor. Only the Romanian leu
fell more during that period.

Concerns that computers in Indonesia may not be prepared for
the Year 2000 changeover are yet one more reason to stay away.

Legal System

The legal system doesn't offer much comfort, either.
Indonesia's bankruptcy court, established last year part of a
International Monetary Fund bailout, has failed to protect
creditors. As much as 80 percent of the loans at Indonesia's
banks are still not being paid.
``The key thing is the banking system and debt,'' said Kate
O'Donoghue, an analyst at Barclay's Capital. ``It's going to be
difficult to get people to repay loans if there is no effective
legislation to do that.''

The country may even have a tough time paying its debts.
Indonesia's principal payments on public external debt are set to
rise to $9 billion in two years from $2 billion this fiscal year.
That could throw the nation into default, according to Standard &
Poor's.

If economic problems aren't enough, the new government has
to try former ruling party members accused of taking more than 80
million from PT Bank Bali. That will be difficult because
cronyism is so ingrained in the system.

President Wahid has even said he will pardon former
President Suharto if the deposed ruler is found guilty of
stealing from the government, partly because Suharto has too many
allies in the country.

Low Inflation a Boon

Of course, 1999's top-performing currency still has some
things going for it.

Inflation has slowed in Indonesia, and that will help
protect the value of the currency. Inflation climbed 1.58 percent
for the 12 months ended October, the lowest in almost three
years.

A lower inflation rate would also give Indonesia more room
to cut interest rates, making it cheaper for businesses to
borrow. The government lowered rates steadily since March, moving
the rate to about 13 percent from more than 70 percent last year.

The archipelago will also be helped by rising prices for
oil, its No. 1 export. Crude oil prices, which have more than
doubled this year, helped hand Indonesia a 18.8 trillion rupiah
budget surplus.

Indonesia's economy is also on the mend. It expanded for a
third straight quarter, rising 1.5 percent on quarter in the July-
September period, as rising oil prices aided the mining industry,
and the growth of telecommunications and transport accelerated.

The International Monetary Fund is even expected release
some of the $47 billion of aid slated for Indonesia by the middle
of December.

Of course, the wait may stall the currency rally.
``We're not expecting funds to return to Indonesia that
soon,'' said Patricia Lui, a currency analyst at Thomson Global
Markets in Singapore. ``Even if they sign the letter with the
IMF, it will take at least a month to get the money.''

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Didistribusikan tgl. 3 Dec 1999 jam 08:21:49 GMT+1
oleh: Indonesia Daily News Online <[EMAIL PROTECTED]>
http://www.Indo-News.com/
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