Mari kita berdoa bersama agar Pemilu dan Hoki lancar...
--- In obrolan-bandar@yahoogroups.com, dario kurniawan <darioamran1...@...>
wrote:
>
> udah pake margin saya mbah dari kamis...
> doain ya mbah semoga saya selamat...
>
> Dario Amran
>
> --- Pada Sen, 23/3/09, jsx_consultant <jsx-consult...@...> menulis:
>
>
> Dari: jsx_consultant <jsx-consult...@...>
> Topik: [ob] Mulai pada bilang Bull atau lagi nge Bullshit ?
> Kepada: obrolan-bandar@yahoogroups.com
> Tanggal: Senin, 23 Maret, 2009, 1:25 PM
>
>
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>
>
>
> Mulai pada bilang Bull atau lagi nge Bullshit ?
>
> Templeton's Mark Mobius udah mulai BEKOAR, kalah cepet
> dibanding EL... hehehe...
>
> Comment para bearish messanger gimana ?. Apa udah pada nyerah
> atau mulai mau mentung ?.
>
> Apa tunggu index jatuh baru mau mentung... hehehe...
>
> `Bull-Market' Has Begun, Templeton's Mark Mobius Says (Update1)
> Share | Email | Print | A A A
>
> By Paul Gordon and Chua Kong Ho
>
> March 23 (Bloomberg) -- The next "bull-market" rally has begun and there are
> bargains in every emerging market following a record slump in stocks,
> Templeton Asset Management Ltd.'s Mark Mobius said.
>
> "You have to be careful not to miss the opportunity, " said Mobius, who helps
> oversee about $20 billion of emerging- market assets at San Mateo,
> California-based Templeton. "With all the negative news, there is a tendency
> to hold back."
>
> Citigroup Inc.'s analysts Markus Rosgen and Elaine Chu are among strategists
> who describe recent Asian stock gains as a temporary "bear-market rally."
> They remain "skeptical" because valuations have yet to plumb the lows seen in
> past recessions, they said in a report today.
>
> The MSCI Emerging Markets Index has jumped 23 percent since reaching a
> four-year low on Oct. 27, outperforming the 2.5 percent drop in the MSCI
> World Index and 9.5 percent decline in the Standard & Poor's 500 Index.
> Emerging markets made up the 10 best-performing stock benchmark indexes this
> year, led by the 26 percent gain for China's Shanghai Composite Index.
>
> "You are going to see a lot of bouncing off the bottom because there's a
> tremendous amount of uncertainty in the market," Mobius, 72, said in a
> Bloomberg Television interview from Hong Kong. "But I have a feeling we're at
> the bottom and now we're building a base for the next bull market."
>
> `Top Ten'
>
> Mobius correctly predicted in December that emerging markets will rebound
> before developed nations. In 1999, he was voted among the "Top Ten Money
> Managers of the 20th Century" in a survey by the Carson Group, and in 2006 he
> was included in the "Top 100 Most Powerful and Influential People" by
> Asiamoney magazine.
>
> Templeton is finding "bargains" in every emerging market, which are in
> "better shape" than developed economies, Mobius said. The fund is looking for
> companies that are "cash-rich," have low debt and higher dividend yields, or
> those that can invest for future growth yet have cash left to pay
> shareholders, he said.
>
> Investors who poured $502 million into Asian equity funds over the past two
> weeks may lose out once the "bear market rally" falters, Citigroup said today
> in a note, citing a 30 percent drop after an initial rebound in the 1997
> slump.
>
> Fidelity Investments, the world's biggest mutual fund company, is among the
> skeptics on predictions about the timing of the market cycle.
>
> `No Crystal Ball'
>
> "No one can call the bottom in the stock market. No one managed to do it. We
> can't do it. We don't have a crystal ball," Tal Eloya, a portfolio manager at
> Fidelity Investments, said in a briefing in Seoul today. "We have to think
> long term and invest over a long-term horizon."
>
> Mobius's views that stocks will rally are shared by investor Antoine van
> Agtmael, who coined the term "emerging markets."
>
> "Relative to potential sustainable growth and quality, emerging markets today
> are cheaper than I have seen them at any time since I started to invest" 30
> years ago, van Agtmael, who oversees about $8.6 billion as chairman and chief
> investment officer at Emerging Markets Management LLC, said in a phone
> interview March 19. "Things have gone too far down."
>
> Asian stock market valuations outside of Japan fell to 0.9 times book value
> during the 1975 and 1982 recessions, according to Citigroup. The MSCI Asia
> excluding Japan Index is now valued at 1.3 times book value.
>
> Brazilian oil company Petroleo Brasileiro SA, Cia. Vale do Rio Doce, the
> world's biggest iron-ore producer, and Chinese oil producer PetroChina Co.
> are among the top holdings of Mobius's Templeton Emerging Markets Trust.
>
> To contact the reporter on this story: Chua Kong Ho in Shanghai at
> kch...@bloomberg. net; Paul Gordon in Hong Kong at pgord...@bloomberg. net
>
> Last Updated: March 23, 2009 00:51 EDT
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> Lebih bergaul dan terhubung dengan lebih baik. Tambah lebih banyak
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