People are investing in commodities again because the prices are going up and because the fundamentals look a lot better,” London-based Kevin Norrish, director of commodity research at Barclays, said in an interview in Perth. “We’ve seen a lot of money come in. Hedge funds certainly have come back into commodities over the last few months in a big way. It hasn’t reached its peak.”
The Reuters/Jefferies CRB Index of 19 raw materials surged 14 percent in May, the most since July 1974. More than $6 billion has poured into commodity-industry funds so far this year, swelling assets under management by more than 21 percent, according to Cambridge, Massachusetts-based researcher EPFR Global, which tracks global fund flows. “There are a number of big investors who are very positive toward commodities now because they realize the supply-side constraints are really important,” Norrish said. “If you have commodities in your portfolio, it does give you diversification that other assets don’t.” Most large investors aspire to have 5 percent of their portfolios directly invested in commodities, Norrish said. Gimana dengan article ini?? Indonesian as a commodity prone country also hasn't reach peak yet?? --- On Sun, 6/14/09, Rei <highwaysta...@gmail.com> wrote: From: Rei <highwaysta...@gmail.com> Subject: Re: [ob] QUIZ Bandarmologi sector BANK To: obrolan-bandar@yahoogroups.com Date: Sunday, June 14, 2009, 11:09 PM Sptnya banyak yg takut Mbah, takut nyangkut krn index sdh naik ketinggian.. .itu yg saya tangkap hasil bicara dgn beberapa trader/investor dan dari milis OB. 2009/6/15 jsx_consultant <jsx-consultant@ centrin.net. id> --- In obrolan-bandar@ yahoogroups. com, anrusing data <anru.s...@.. .> wrote: > > kritis nih mbah, semoga ga tembus 2070. Atau ada skenario lain mbah? > Kalo dari data yg mau JOIN milis OB, permintaan yg JOIN DROP luar biasa dalam beberapa hari terakhir, ini menunjukan PEMAIN BARU sudah memalingkan muka dari bursa dengan IHSG yg tinggi ini... Apalah BD mau bikin murah dulu supaya bisa menarik lalat2 lagi ?. Ada yg bisa kasih gambaran tentang ANTUSIASME pemain ?. > 2009/6/15 jsx_consultant <jsx-consultant@ ...> > > > > > > > Layar bertambah merah dan Index Finance diangkat ke 1,6% dan > > lucunya IHSG bisa +8. Scenario apakah INI ?. > > > > Pak Halim coba hitung valuasi Bank, BBRI +5,5% kemahalan > > engga nih...hehehe. .. > > > > --- In obrolan-bandar@ yahoogroups. com <obrolan-bandar%40yahoogroups. com>, > > "jsx_consultant" <jsx-consultant@> wrote: > > > > > > 09:50 > > > > > > Saham bank yg tadi merah terseret oleh kenaikan BBRI, Index > > > finance 1,1%. > > > > > > Yg lucu saat preopening di HOTS: > > > - Bid Offer BBRI : Bid 6500 DAN oFFER 6300, when BD work many > > > strange things HAPPENS. > > > > > > Kita perhatikan saja HOW BD WORKS.... > > > > > > > > > > > > --- In obrolan-bandar@ yahoogroups. com <obrolan-bandar%40yahoogroups. > > > com>, > > "jsx_consultant" <jsx-consultant@> wrote: > > > > > > > > BBRI +4% pagi ini.... > > > > > > > > BD works in a SYSTEMATIC and WELL PLANNED STEPS... HAHAHA... > > > > > > > > > > > > --- In obrolan-bandar@ yahoogroups. com<obrolan-bandar%40yahoogroups. > > > > com>, > > Heru Susanto <h3ru.sus4nt0@> wrote: > > > > > > > > > > bagus buang semua, ntar bd collect > > > > > > > > > > 2009/6/13 Lucky Trader <soluckytrader@> > > > > > > > > > > > > > > > > > > > > > > > 1. Buang semua Bank > > > > > > 2. BOW ntar kira2 akhir June > > > > > > 3. Berdo'a semoga PilPres 1 putaran [?][?][?] > > > > > > > > > > > > > > > > > > my 2 cents, > > > > > > -LT > > > > > > > > > > > > > > > > > > 2009/6/13 Tom DS <tom.ds.stock@> > > > > > > > > > > > >> > > > > > >> > > > > > >> *1. Buang habis BDMN+BMRI* > > > > > >> *2. Ambil BBRI saat market panic karena banking sector kompak > > merah* > > > > > >> *3. Ambil BBCA* > > > > > >> *4. Tunggu announcement May inflation & BI rate cut early June* > > > > > >> ** > > > > > >> ** > > > > > >> *T.o.m* > > > > > >> > > > > > >> > > > > > >> On 6/13/09, jsx_consultant <jsx-consultant@> wrote: > > > > > >>> > > > > > >>> > > > > > >>> > > > > > >>> QUIZ Bandarmologi sector BANK > > > > > >>> > > > > > >>> Week end ini embah kasih quiz Bandarmologi untuk sector BANK: > > > > > >>> > > > > > >>> - http://www.obrolanb andar.com/ piwquizbank. htm > > > > > >>> > > > > > >>> Liat gambar dan step2 dibawah ini: > > > > > >>> 1. Angkat BBRI > > > > > >>> 2. Angkat BDMN dan BMRI untok dorong BBRI > > > > > >>> 3. Angkat BBCA sambil Jual BBRI +BDMN+BMRI > > > > > >>> 4. Reboundkan BBRI sanbil teruskan jualan > > > > > >>> 5. Reboundkan BBCA sambil terus jualan > > > > > >>> 6. Jatuhkan BBRI, tahan yg lain .. UPS ?. > > > > > >>> > > > > > >>> - Apa maksud/tujuan BD dengan step no 6 ? > > > > > >>> - Apa yg akan terjadi dengan ke 4 saham diatas minggu depan ? > > > > > >>> - Apakah saham perbankan akan koreksi seperti dibilang IFM APUT > > ?. > > > > > >>> > > > > > >>> > > > > > >> > > > > > > > > > > > > > > > > > > > > > > > > > > > > > > >
