setuju pak..
apalagi IDX udh rally hampir 3 minggu, dari 1260-an and now 1400-an
wow..udh capek kalee...

 



________________________________
Dari: Vernichtung <gambler....@gmail.com>
Kepada: obrolan-bandar@yahoogroups.com
Terkirim: Senin, 23 Maret, 2009 14:31:14
Topik: Re: [ob] Re: Mulai pada bilang Bull atau lagi nge Bullshit ?


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 <datasahamku@ 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-consultant@ ...> 
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
>




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