I see it this way, funds sold usd while it was ard 12k, went into stock market, drove the index up till so high and then went out to cash in their huge gains. They stay on the sidelines, putting the money into money market instruments...that's why EL said goodbye to us ard July? Then, bozz still somehow maintained the index cause they have a lot of positions? Cmiiw... Now in order for the funds to go in again (usd idr stays around 9500-9600 lvl), a bargain must be present, thus a correction we see starting yesterday. Will it continue? Think so...till these foreign funds put their money back into stocks as they don't want to leave the country so soon. Makes sense? Sent from my computer of course!
-----Original Message----- From: "It's Elaine!" <elainesu...@gmail.com> Date: Wed, 28 Oct 2009 22:00:26 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] Ekonomi Makro *Fed prints more money to buy hundreds billions of US treasury (lend money) with zero interest, lend to troubled banks, and to stabilize the money market, including wall street. These banks then will try to 'circulate' the money, either by lending to businesses to normalize their cashflow, or by putting it in stocks markets. The money supply then will increase and lower its value and theoretically inflation will emerge, prices will rise, including stocks. But the statistic shows that the unemployment is still high, and the consumer price index is still not good. These drive the public to be skeptical about the recovery, thus pulling their money out of the market. They also fear that fed will stop the stimulus and begin to raise int rate, which will literally drain the liquidity all over the world. You see, it's only a 'rumor' (fed raise int rate), but the liquidity seems already draining from IDX, as many big fund already pulling themself out. Market is always over reacted to rumor, as usual. just my 2 cents. * 2009/10/28 <tasru...@yahoo.com> > > > Ya salah satu penyebabnya, lagi BU buat recovery beda dengan kondisi di > Indonesia. > > Powered by Telkomsel BlackBerry® > ------------------------------ > *From: * Andre Andre <andre...@yahoo.com> > *Date: *Wed, 28 Oct 2009 07:28:32 -0700 (PDT) > *To: *<obrolan-bandar@yahoogroups.com> > *Subject: *Re: [ob] Ekonomi Makro > > > > Bank2 d eropa lg jualan bos....smua dijual lagi BU...entar kl dah bnyk duit > br usd trn lg... > > ------------------------------ > *From:* "tasru...@yahoo.com" <tasru...@yahoo.com> > *To:* Obrolan Bandar <obrolan-bandar@yahoogroups.com> > *Sent:* Wed, October 28, 2009 9:23:46 PM > *Subject:* Re: [ob] Ekonomi Makro > > Justru dari Kontan tadi bilang dollar akan melemah karena pemerintah US > akan cetak dollar, nah kalau dollar akan melemah apa yg dilakukan pemain > saham disana ? Cenderung jual kan ? Sama aja disni kalau rupiah akan > melemah, efeknya Yen menguat, hal ini tidak diinginkan pemerintah Jepang, > maunya Yen melemah, biar eksportnya mantap.Akibatnya tahu sendiri Dow sama > Nikkei melorot dan BEI kena efeknya juga. Nah coba perhatikan di BEI, kalau > pasar mau crash, kok saham non B7 gak terlalu ngefek. Nanti setelah efek > kejut ini mereda rupiah akan menguat lagi. Ingat rupiah tempo hari sempat > menyentuh level 9300 an padahal dalam kondisi normal dulu cuma 9400, skrg > lagi koreksi. Saya curiga rupiah akan membentuk pola cup n handle,jadi knapa > gak manfaatin discount saat ini. > Powered by Telkomsel BlackBerry® > > -----Original Message----- > From: "'Anie'" <okt_...@yahoo.co.id> > Date: Wed, 28 Oct 2009 13:38:01 > To: <obrolan-bandar@yahoogroups.com> > Subject: Re: [ob] Ekonomi Makro > > P Tasrul....kalo dolar naik,harusnya menguntungkan bagi exportir yah? > Apalagi yang beban utang $ nya gak bejibun,,so saham2 exportir? Mmm bumi? Tp > utangnya itu loh hehe > CMIIW > > Salam > Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung > Teruuusss...! > > -----Original Message----- > From: tasru...@yahoo.com > Date: Wed, 28 Oct 2009 12:30:49 > To: Obrolan Bandar<obrolan-bandar@yahoogroups.com>; JsxTrader< > jsxtra...@yahoo.com> > Subject: [ob] Ekonomi Makro > > Sedikit menyimpang dari TA,ada yg perhatian gak sama ulasan di harian > Kontan hari ini, dimana US butuh dollar yg banyak buat recovery,coba Anda > analisa apa efeknya,akan ketahuan tuh kenapa bursa regional melorot ? Tapi > ini Saya anggap ini rahmat bagi kita (baca discount) kapan lagi dapat barang > murah dan yang lebih parah lagi di sini banyak kena force sell, jadi yg > semula saya perkirakan discount nya kecil, malah jadi obral murah dan chart > saya kasih tanda untuk itu .Saya kasih clue : perhatikan hubungan dollar > dengan rupiah dan yen. Tapi Anda jangan sampai salah pilih saham, itu kenapa > tempo hari saya lempar topik "Kenapa harus BUMI ?" di milis ini.CL memang > penting, itu kalau Anda pegang BUMI, sementara saham yg sama pegang ini > "saham XXXX" aman aman aja, mudah mudah gak ikut ikutan melorot, tapi jika > kena trigger stop loss meskipun IHSG naik saya gak pikir panjang buat > CL.Mari kita diskusi yang sehat dan jangan reseh ya,ntar saya dibilang jutek > lagi he he. Silahkan... > Powered by Telkomsel BlackBerry® > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > > > > ------------------------------------ > > + + > + + + + + > Mohon saat meREPLY posting, text dari posting lama dihapus > kecuali diperlukan agar CONTEXTnya jelas. > + + + + + > + +Yahoo! Groups Links > > > > > > > >
