Embah, yg jadi masalah juga, kita gak tahu kapan pilpresnya selesai.
Pilpresnya bisa satu putaran atau dua puturan.
--- On Sun, 5/24/09, jsx_consultant <jsx-consult...@centrin.net.id> wrote:
From: jsx_consultant <jsx-consult...@centrin.net.id>
Subject: Re: [ob] Pengaruh KEBIJAKAN ekonomi dan index
To: obrolan-bandar@yahoogroups.com
Date: Sunday, May 24, 2009, 7:25 AM
--- In obrolan-bandar@ yahoogroups. com, ricky.wakiman@ ... wrote:
>
> Kok nggak sebut-sebut ekonomi gaya JK, Mbah? Sudah yakin gak bakal kepilih?
Kalo gaya JK diambil sebagai TENGAH, maka Gaya Budiono adalah
sebelah KANANnya dan Gaya Megapro adalah sebelah KIRInya.
>
> Sent from my BlackBerry®
> powered by Sinyal Kuat INDOSAT
>
> -----Original Message-----
> From: "jsx_consultant" <jsx-consultant@ ...>
>
> Date: Sun, 24 May 2009 13:49:56
> To: <obrolan-bandar@ yahoogroups. com>
> Subject: [ob] Pengaruh KEBIJAKAN ekonomi dan index
>
>
> Pengaruh KEBIJAKAN ekonomi dan index
>
>
> Index India naik 17% sehari ketika partai Congress yg condong
> pada OPEN/FREE MARKET ECONOMY menang pemilu pada tgl 18 Mei
> lalu.
>
> Bagaimana dengan Ekonomi gaya pak Budiono Vs Ekonomi Kerakyatan
> Megapro ?.
>
> Kita liat aja hasilnya bulan depan....
>
>
> India's Stock Surge Shows Investors See Open Economy (Update2)
>
>
> By Cherian Thomas, Kartik Goyal and Shobhana Chandra
>
> May 19 (Bloomberg) -- India's record stock-market surge yesterday after the
> election triumph of Prime Minister Manmohan Singh's Congress Party is a sign
> of just how much investors want the next government to open Asia's
> third-biggest economy.
>
> Expectations are soaring as Singh, 76, starts his second term without the
> need for support from the communist allies who choked his market-opening
> efforts from 2004. Investors are betting the Oxford-trained economist will
> remove the last barriers to foreign investments in financial services and re-
> start asset sales to help trim a widening budget deficit.
>
> "There's a real sense of urgency in taking this event and translating it into
> tangible results," said Nick Chamie, global head of emerging-markets research
> at RBC Capital Markets in Toronto. "If we don't see some positive signs on an
> improving fiscal deficit in relatively short order, we could end up again
> with a weaker equity market, a weaker rupee and reduced confidence in the
> government's ability."
>
> The benchmark Sensitive Index, or Sensex, extended its rally today, rising
> 2.4 percent to 14627.37 at 2:10 p.m. local time after soaring 17 percent
> yesterday. The rupee climbed 0.9 percent against the dollar to 47.48 in
> Mumbai.
>
> Indian bonds fell, paring yesterday's gains, after the government said it
> will sell additional debt this month. The benchmark bond yield rose 9 basis
> points to 6.40 percent.
>
> Mukherjee, Nath
>
> Pranab Mukherjee, 73, may continue as India's finance minister in the
> incoming government, said a senior Congress party official today on condition
> of anonymity. Mukherjee took over the finance portfolio in November after
> Palaniappan Chidambaram was moved to the home ministry to strengthen national
> security following the terrorist attacks in Mumbai.
>
> Other potential candidates for the position include Commerce Minister Kamal
> Nath, 62, Deputy Chairman of the Planning Commission, Montek Singh Ahluwalia,
> 65, and former central bank governor Chakravarthy Rangarajan, the Economic
> Times reported yesterday.
>
> Mamata Banerjee, leader of the All India Trinamool Congress, a key ally of
> Singh's Congress party, may seek to become the railway minister, said Partha
> Chatterjee, a Trinamool member.
>
> Congress and its allies won 261 of the 543 elected lower- house seats, with
> the party getting 206 lawmakers of its own, the most since 1991, when Singh
> as finance minister abandoned Soviet-style state planning and introduced
> free-market policies that have helped India's economy quadruple in size.
>
> Six-Month `Honeymoon'
>
> The immediate interest among investors is the fiscal stimulus the government
> can provide to revive an economy growing at its weakest pace since 2003.. The
> finance minister may unveil this year's budget by July. Singh's government
> said before the elections that the economy needs stimulus of at least another
> 1 percent of gross domestic product.
>
> "They'll have a honeymoon of six to eight months," said John Praveen, chief
> investment strategist at Pramerica International Investments Advisers, a unit
> of Prudential Financial Inc. in Newark, New Jersey. "As long as they're
> delivering on some of the expectations, the markets will hold the gains. They
> have to make the right start."
>
> The Reserve Bank of India estimates the fiscal and monetary steps announced
> so far are worth more than $85 billion, or almost 7 percent of GDP.
>
> The tax cuts and increased spending since December widened the federal budget
> deficit to 6 percent of GDP in the year ended March 31, from a target of 2.5
> percent.
>
> Window of Opportunity
>
> The prospect of an increased budget shortfall prompted Standard & Poor's to
> say in February that India's spending plans were "not sustainable" and the
> nation's credit rating may be cut to junk if finances worsen. S&P has a BBB-
> long term credit rating on India, the lowest investment-grade level.
>
> S&P and Moody's Investors Service, which places India two steps below
> investment grade, yesterday indicated the South Asian nation has a chance to
> improve its fiscal situation after the resounding election victory.
>
> The poll result gives the government more "political space" to sell stakes in
> state-run companies and improve revenue, Moody's senior analyst Aninda Mitra
> told Bloomberg News.
>
> S&P's director of sovereign ratings Takahira Ogawa said "there is a
> possibility for the government to implement various measures to reform for
> further expansion of the economy and for the fiscal consolidation. "
>
> Communist Impact
>
> Singh had to depend on the communist parties to gain a majority in parliament
> in his first term. The communists were opposed to his plans to raise funds by
> selling stakes in National Hydroelectric Power Corp., Oil India Ltd.., Bharat
> Heavy Electricals Ltd. and National Aluminium Co.
>
> "Among the key reforms will be disinvestment now - the new government will
> focus on fiscal responsibility, " said Rajeev Malik, a regional economist at
> Macquarie Group Ltd. in Singapore. "The key issue will be for the government
> to balance the need for additional fiscal stimulus with a credible plan for
> fiscal consolidation. "
>
> Communists also stalled a bill to raise the foreign- investment ceiling for
> Prudential Plc and other insurers to 49 percent from 26 percent, and resisted
> legislation aimed at removing a 10 percent cap on the voting rights of
> foreign investors in non-state banks. They also blocked entry of global
> retailers such as Wal-Mart Stores Inc. into India.
>
> "Now the Congress party can rule with a minimum number of coalition partners
> and with a mandate for reform," said Rory Medcalf, an India specialist at the
> Lowy Institute for International Policy in Sydney. "This is exceptionally
> good news for India."
>
> -- With assistance from Bibhudatta Pradhan in New Delhi and Debarati Roy in
> Mumbai. Editors: Michael Dwyer, Daniel Moss
>
> To contact the reporter on this story: Cherian Thomas in New Delhi at
> cthom...@...
>
> Last Updated: May 19, 2009 05:12 EDT
>
