Dugaan ada hidden agenda jelas kuat...kekayaan >1 T nya Pro sudah mencerminkan bukan didapat dari penerapan filosofi ekonomi kerakyatan.
On Sun, May 24, 2009 at 9:17 PM, <ricky.waki...@yahoo.co.id> wrote: > > > Faktor Pro dari Mega Pro agak menakutkan. Kesannya radikal dan motifnya > masuk gelanggang pilpres kayaknya bukan masalah ekonomi kerakyatan tapi > murni politik. Ada hidden agenda. Bagaimanapun perubahan radikal sungguh > tidak baik buat pasar dan buat rakyat. > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > ------------------------------ > *From*: "FromBuitenzorg" > *Date*: Sun, 24 May 2009 14:08:42 -0000 > *To*: <obrolan-bandar@yahoogroups.com> > *Subject*: Re: [ob] Pengaruh KEBIJAKAN ekonomi dan index > > Kalo pilih Mega, wah dia anti ekonomi liberal termasuk saham dan akan > kurang memperhatikan BEI, lagian gak janji tentang BEI. Padahal IDX adalah > cermin pertumbuhan ekonomi Indonesia ... > > Think again ! > > Rgrds > > ricky.waki...@... wrote: > > > > Kok nggak sebut-sebut ekonomi gaya JK, Mbah? Sudah yakin gak bakal > kepilih? > > > > Sent from my BlackBerry® > > powered by Sinyal Kuat INDOSAT > > > > -----Original Message----- > > From: "jsx_consultant" <jsx-consult...@...> > > > > Date: Sun, 24 May 2009 13:49:56 > > To: <obrolan-bandar@yahoogroups.com <obrolan-bandar%40yahoogroups.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 > > > > >
