Elaine you love me :) Sent from my BuyBakrie® Power by DEWA -----Original Message----- From: Elaine Sui <elainesu...@gmail.com> Date: Thu, 17 Sep 2009 23:08:12 To: <obrolan-bandar@yahoogroups.com> Subject: [ob] Re: [Night discussion] bonds, currency, and stock
*If you think these topics are too heavy, just be cool and say 'Elaine, I love you'. [?] Happy hari raya! Elaine** * On Thu, Sep 17, 2009 at 10:54 PM, Elaine Sui <elainesu...@gmail.com> wrote: > *Dear all, would you like to share with me? > > **#1 About bonds:.. > I took big bets on IDR bonds in the past months. If you were on my position > where your main task is to PROTECT (instead of GROW) your assets, will you > take the same strategy? If so, why? I know most of you are stock traders, > but please share your opinion, at least from your point of view of the > monetary condition. > > #2 About currency:... > ID govt must be very careful with intervention to the currency as we all > know that since they signed up with ACFTA, Indonesia's trade surplus have > been shrinking vs China (it means your import from China is much bigger than > your export). If this continues, you may get trade deficits, and deficits > may weaken your currency. (and may in return force me to sell bonds)* > > #3 About stock:... > India has just having INFLATION on soft commodity sector (food), its ripple > effect may pick up the palm oil demand. (Please elaborate from > fundamental/technical pov). I think it should bring positive sentiment to > the plantation sector (palm oil, corn, soybean) > > Embah, what do you think? > > Elaine* > > ** No choice. It depends on your govt action.* >
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