I heard from one of my sources, FM in Shanghai, there are big funds over there
who have lost tons of money, but now the China government has done and will do
all efforts to closed out all news not to be broken out before the Beijing
Olympics, for being afraid that this news, will sent BIG BANG to global market
and consequently will undermine their olympics efforts to be a BIG memorable
events. BUT, as the old adage says, we cannot covered up the SMELLY things
forever, once the Olympic over, I am afraid this news will have bigger impact
than subprime in US
Just be very careful, I see May- Aug could be Bullish, but if this news
really happening than Sept- Nov could be very Bearsih, and then Dec could a
little bit up after window dressing for the year end closing. Then next year
will all depend on Pemilu
Hopefully useful
MU
Rei <[EMAIL PROTECTED]> wrote:
What news in China (after the Olympics)? Care to share more Marina?
Thanks.
--- In obrolan-bandar@yahoogroups.com, Marina Utama <[EMAIL PROTECTED]>
wrote:
>
> Banks cannot performed well here in Indonesia since they are not
channeling funds to real sector yet as they supposed to be as a
financial intermediaries. So they just piling up their funds in SBI
from time to time so what's the sources for the banks to get an
aggressive growth? Just recently more and more banks channeling
funds to Agri, but this will take another 6 months to take an
effect.
>
> And be careful banks are currently exposed to high credit card's
bad debt and it will explode sometime. Watch after Beijing Olimpic
done, there will be BIG market shakeup as big as Sub prime Mortgage
in US, but since China have bigger role in Asis, the effect may be
bigger, they just hold on and cover up the news now, since they will
do everything to make a Beijing Olimpics a success one, but after
the party stops, the news will be broken
>
> Rgds,
> MU
>
> jsx_consultant <[EMAIL PROTECTED]> wrote:
> --- In obrolan-bandar@yahoogroups.com, Elaine
> <you.can.call.me.elaine@> wrote:
> >
> > *It's only a technical rebound. Yes, technically IDX could be
saved
> by them
> > as they are big caps. But becareful when USD strengthen, it
could
> be BAD for
> > commodities.
>
> USDIDR does NOT strengthen, it is VERY VERY STRANGE when IHSG
> down -4% and PANIC SELLOFF in the Money Market last Friday.
> This NEVER happen before, usually USDIDR will go up VIOLENCELY..
>
> Is it possible that this MARKET SHAKEUP (BBCA -10%) is only
> an ARTIFICIAL ONE by Local Big Player to make the market
> panic (Embah believe this).
>
> In bahasa we have a proverb:
> - MEMANCING IKAN DIAIR KERUH...
>
> Are they fishing now ?.
>
> Fishing for LOW PRICE Stock, Mutual Fund, ORI and SUN ?.
>
> I also said banks are leading indicators, and their stock
> > performance are ugly.
> >
> > Elaine**
> > *
> > On Mon, Apr 7, 2008 at 12:13 PM, jsx_consultant <
> > jsx-consultant@> wrote:
> >
> > > --- In obrolan-bandar@yahoogroups.com, Elaine
> > > <you.can.call.me.elaine@> wrote:
> > > >
> > > > *2005.
> > > >
> > > > Elaine**
> > >
> > > Elaine,
> > >
> > > Index sectoral:
> > > - MINING: +2,46%
> > > - AGRI: +1,36%
> > >
> > > IHSG -0,4%
> > >
> > > You ONLY talk about IHSG ?.
> > >
> > > What do you think about Mining and Agricultural index ?.
> > >
> > > Do you think Mining and Agricultural will follow the downtrend
> > > of IHSG or IHSG will be saved by Mining and Agri ?.
> > >
> > >
> > >
> > >
> > >
> > > ------------------------------------
> > >
> > > + +
> > > + + + + +
> > > Mohon saat meREPLY posting, text dari posting lama dihapus
> > > kecuali diperlukan agar CONTEXTnya jelas.
> > > + + + + +
> > > + +Yahoo! Groups Links
> > >
> > >
> > >
> > >
> >
>
>
>
>
>
>
> ---------------------------------
> You rock. That's why Blockbuster's offering you one month of
Blockbuster Total Access, No Cost.
>
---------------------------------
You rock. That's why Blockbuster's offering you one month of Blockbuster Total
Access, No Cost.
