Pak Bagus, boleh nanya? Hampir semua market saham di dunia ini penuh dengan euphoria kenaikan harga saham di beberapa bulan terakhir yang mengikuti harga komoditas dan oil.
Tetapi anehnya harga emas stay flat. Apakah ini signal bahwa emas sebenarnya juga naik tetapi karena "real" money is devaluing jadi kelihatan flat. Apakah ini pertanda bahwa inflation is not a threat or even a risk, sehingga interest rate will stay low. Sehingga akan ada korelasi positif juga ke pasar saham, sepanjang low interest maka stock market akan most favorable di mata investor. Apakah pengertian diatas salah? -----Original Message----- From: Bagus Putra Perdana <disclosure....@gmail.com> Date: Thu, 27 Aug 2009 10:37:23 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] USDIDR yap nge-tes di FR aja... tapi ga obral obral amat sih.. ini juga sambil liatin terus perkembangannya pasar FR sama IDR juga. ya kalo IDX bisa turun ampe dalem ato ada panik2an gitu yah tu FR saya jual lagi pindahin ke Equity. lha wong moneter sama konsumsi domestik kita masih intact ko... asset-class paling cihui itu ya Equity lah... itu hampir-hampir absolut kecuali amat sangat panik dunia kiamat. tapi kalo dunia kiamat masa iya saya masih mikirin portfolio sayah?!... On Thu, Aug 27, 2009 at 10:27 AM, Peter Alimin <milis...@live.com> wrote: > > > ooh...ada sell-off di bond juga ya pak Bagus? Government bond aja? > > ------------------------------ > To: obrolan-bandar@yahoogroups.com > From: disclosure....@gmail.com > Date: Thu, 27 Aug 2009 10:23:53 +0200 > Subject: Re: [ob] USDIDR > > > iyah ada kemungkinan Outflow krn tadi iseng taro Bid agak dibawah eh dapet > barang juga Government Bond Yield 11 koma sekian%... > > Hmm.., Its About time Perhaps?! > > gapapa juga sih.. bisa re-profiling isi portfolio kan kalo Indeks Koreksi > dalem... > > On Thu, Aug 27, 2009 at 10:01 AM, Peter Alimin <milis...@live.com> wrote: > > USD IDR 10138/10152 (panin) > hmm..dg F net sell 468bil, seharusnya IHSG bisa lebih jatuh lagi.. > > > ------------------------------ > Party with Buddy! Bling out your Messenger with free winks emoticons. Click > here<http://discover.windowslive.com/en-id/messenger/messengeris10/#/downloads> > > > > > -- > Each piece, or part, of the whole nature is always an approximation to the > complete truth, or the complete truth so far as we know it. In fact, > everything we know is only some kind of approximation, because we know that > we do not know all the laws as yet. Therefore, things must be learned only > to be unlearned again or, more likely, to be corrected.......The test of all > knowledge is experiment. Experiment is the sole judge of scientific “truth”. > - Richard Feynman > > > ------------------------------ > Share your memories online with anyone you want anyone you > want.<http://www.microsoft.com/indonesia/windows/windowslive/products/photos-share.aspx?tab=1> > > > -- Each piece, or part, of the whole nature is always an approximation to the complete truth, or the complete truth so far as we know it. In fact, everything we know is only some kind of approximation, because we know that we do not know all the laws as yet. Therefore, things must be learned only to be unlearned again or, more likely, to be corrected.......The test of all knowledge is experiment. Experiment is the sole judge of scientific “truth”. - Richard Feynman
