Ngelihat anggota OB banyak yg baru dan ngomongnya nge-bull saya jadi kuatir nih mbah, mungkin udah saatnya saya mulai bersih2 dan pegang cash dulu.
On Mon, Mar 23, 2009 at 1:53 PM, datasahamku <datasaha...@yahoo.com> wrote: > > satria Brama Kumbara kemana ya hehehe....bahasanya itu suka Italiano > segala..nongol lagi kalo indeks 1.000 kaleee > > > --- In obrolan-bandar@yahoogroups.com, "jsx_consultant" <jsx-consult...@...> > wrote: > > > > 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...@...; Paul Gordon in Hong Kong at pgord...@... > > > > Last Updated: March 23, 2009 00:51 EDT > > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > >
