YES, I'm with you EL, hi five, very good point On Wed, Jul 29, 2009 at 10:58 PM, Elaine Sui <elainesu...@gmail.com> wrote:
> > > Deflation also means lower cost.* I expect the commodity prices to decline > *, thus giving benefit to property, cement, steel makers and construction > companies. For Indonesia there are still a big space for *additional rate > cuts, perhaps until 3-4%*, but not for US. > * > * > *Let's separate between the ECONOMY and the STOCK MARKET. Like I said > before, there is economic power shift from the western to Asia. Sooner or > later the US economy will shrink, that will bring a temporary set back to > ALL market (psychological effect) BUT the market will realize that Asia > has its own 'business' and should rebound faster, leaving the US behind.* > * > * > *Please avoid export based companies, stick to domestic ones. So, don't > say Elaine tidak bisa changcut ya!! [?] the difference is only the > timeframe and scale, that's all. You'll see massive bad news soon, the PIG > market WILL be severely affected BUT don't worry, it's actually a GOLDEN > OPPORTUNITY.* > * > * > *But I will not buy at this moment, I will wait for discount. BIG > discount. The set back in China is actually healthy to stop the stock market > from overheating since I know the market makers in China are using highly > leveraged fund (as in the commodity futures)* > * > * > *High commodity prices needs to be stop as it is dangerous for the > economic growth. Why? because the unemployment rate is so high and the > purchasing power is shrinking, so if ppl keep speculating the future market, > we're going nowhere. The bad thing is IDX has many listed mining/plantation > companies and the authority 'intervention' to the future market will > indirectly affect IDX (I dunno, do you understand what I mean?). * > * > * > *But I believe the big guys in the governement are doing the right thing, > we just have to wait. Be patient. Please note there is also geo-political > issue, not just economy. I will discuss it later, coz I'm hungry now. [?]* > * > * > Elaine > > On Wed, Jul 29, 2009 at 9:32 PM, YUTA <yuta.tizi...@gmail.com> wrote: > >> >> >> El, >> >> For sake of clarification, you've said earlier that the deflation spiral >> is dead. Amongst those, property price should also be discounted, right? >> Then why you choose property? Or, correct me if the property for only mid >> term (say 6mths to 1yr) but still commodities for longer term (2yrs or >> longer)? True? >> >> Advise, please. Thanks. >> >> ------------------------------ >> *From*: Elaine Sui >> *Date*: Wed, 29 Jul 2009 18:16:22 +0700 >> *To*: <obrolan-bandar@yahoogroups.com> >> *Subject*: [ob] Defensive and outperforming sectors for 2H09 >> >> *The economic outlook is not too good for 2H09 but not everything is bad. >> I've made an analysis and the result is: >> >> 1. Property and related sector (cement, construction)**2. Pharmacy and >> Health care* >> * >> * >> These ones have been laggard but they will be shining soon and outperform >> other sectors. I suggest if you want to do short/med term investing, you >> focus on these. Forget commodity stocks. Please ask for JT or Tasrul >> assistance for entry/exit points. Most of the them have small caps, so >> they're quite volatile. Good for traders. >> * >> * >> *Have a nice investing and good luck [?][?] See, I can be nice to traders >> too. [?]* >> * >> * >> *Elaine* >> >> >> > >
<<510.gif>>
<<330.gif>>
<<980.gif>>
<<1B2.gif>>
