nah bener2 bikin ngeri buat saya ya ini dy nih.., rupiah ke 9500 ditambah minyak ke $125., wah jadi tukang gorengan temennya tukang bubur dah sayah.. hehehe kalo itu kejadian bener2 bisa defisit anggaran ke deket 3%...
tapi kalo emang bener rupiah di-short dan MENYEBABKAN ANGGARAN SUBSIDI RAKYAT NJEBOL... saya doain yg nge-short dapet BALASAN YG SETIMPAL DI HARI PEMBALASAN... Amienn.. (sungguh tega2nya ngeshort dan bikin anggaran negara orang jebol en orang miskin jadi makin kelaparan, biadab!!) --- In obrolan-bandar@yahoogroups.com, "goodmast3r" <[EMAIL PROTECTED]> wrote: > > Sumber: http://www.bloomberg.com/apps/news? > pid=20601087&sid=aiAcbzs1WthA&refer=home > > ------------------------------------------------- > International investors cut their holdings of Indonesian government > bonds 3.2 percent in March to 80.7 trillion rupiah ($8.8 billion), > according to finance ministry data. Foreign funds sold a net $154 > million of stocks in the Philippines this year, helping drive the > Philippine Stock Exchange Index down 19.4 percent. > > Deutsche Asset sold all its rupiah debt earlier this year and didn't > buy peso bonds because of inflation, Schlotthauer said. Fortis > Investments, a unit of Belgium's biggest financial group, expects the > rupiah will weaken 3.5 percent to 9,500 per dollar within three > months. The firm is ``short'' the rupiah, meaning it is betting the > currency will depreciate. > > ``I'm really bearish on Indonesia,'' said Didier Lambert, a London- > based money manager who helps oversee $4 billion in emerging-market > debt at Fortis. ``You will see investor outflows that should weaken > the currency.'' > > Unsustainable Subsidies > > The last time Indonesia's rupiah depreciated due to rising commodity > costs was in August 2005, when a jump in global oil prices increased > the cost of a state fuel-subsidy program. The rupiah slumped to a > four-year low of 10,875. > > ``Subsidies can be very disruptive and expensive for a government to > maintain,'' billionaire investor George Soros said in a > teleconference from Washington on April 9. Rising food prices may > cause ``social and political disruptions,'' he said. > > Philippine President Gloria Arroyo said on April 1 she may abandon > plans to balance the budget. Two days later, Indonesia widened its > 2008 deficit target to 2.1 percent of gross domestic product from an > earlier 1.7 percent. > > Food accounts for 49 percent of the consumer price index in the > Philippines, the world's biggest importer of rice, and 38 percent in > Indonesia, according to Mirza Baig, an economist at Deutsche Bank AG > in Singapore. In the U.S., it's 14 percent. >
