Kalau gitu pilih JK-WIN aja, biar semua tenang..
--- In firstname.lastname@example.org, "FromBuitenzorg" <frombuitenz...@...>
> Kalo pilih Mega, wah dia anti ekonomi liberal termasuk saham dan akan kurang
> memperhatikan BEI, lagian gak janji tentang BEI. Padahal IDX adalah cermin
> pertumbuhan ekonomi Indonesia ...
> Think again !
> ricky.wakiman@ wrote:
> > Kok nggak sebut-sebut ekonomi gaya JK, Mbah? Sudah yakin gak bakal kepilih?
> > Sent from my BlackBerry®
> > powered by Sinyal Kuat INDOSAT
> > -----Original Message-----
> > From: "jsx_consultant" <jsx-consultant@>
> > Date: Sun, 24 May 2009 13:49:56
> > To: <email@example.com>
> > Subject: [ob] Pengaruh KEBIJAKAN ekonomi dan index
> > Pengaruh KEBIJAKAN ekonomi dan index
> > Index India naik 17% sehari ketika partai Congress yg condong
> > pada OPEN/FREE MARKET ECONOMY menang pemilu pada tgl 18 Mei
> > lalu.
> > Bagaimana dengan Ekonomi gaya pak Budiono Vs Ekonomi Kerakyatan
> > Megapro ?.
> > Kita liat aja hasilnya bulan depan....
> > India's Stock Surge Shows Investors See Open Economy (Update2)
> > By Cherian Thomas, Kartik Goyal and Shobhana Chandra
> > May 19 (Bloomberg) -- India's record stock-market surge yesterday after the
> > election triumph of Prime Minister Manmohan Singh's Congress Party is a
> > sign of just how much investors want the next government to open Asia's
> > third-biggest economy.
> > Expectations are soaring as Singh, 76, starts his second term without the
> > need for support from the communist allies who choked his market-opening
> > efforts from 2004. Investors are betting the Oxford-trained economist will
> > remove the last barriers to foreign investments in financial services and
> > re- start asset sales to help trim a widening budget deficit.
> > "There's a real sense of urgency in taking this event and translating it
> > into tangible results," said Nick Chamie, global head of emerging-markets
> > research at RBC Capital Markets in Toronto. "If we don't see some positive
> > signs on an improving fiscal deficit in relatively short order, we could
> > end up again with a weaker equity market, a weaker rupee and reduced
> > confidence in the government's ability."
> > The benchmark Sensitive Index, or Sensex, extended its rally today, rising
> > 2.4 percent to 14627.37 at 2:10 p.m. local time after soaring 17 percent
> > yesterday. The rupee climbed 0.9 percent against the dollar to 47.48 in
> > Mumbai.
> > Indian bonds fell, paring yesterday's gains, after the government said it
> > will sell additional debt this month. The benchmark bond yield rose 9 basis
> > points to 6.40 percent.
> > Mukherjee, Nath
> > Pranab Mukherjee, 73, may continue as India's finance minister in the
> > incoming government, said a senior Congress party official today on
> > condition of anonymity. Mukherjee took over the finance portfolio in
> > November after Palaniappan Chidambaram was moved to the home ministry to
> > strengthen national security following the terrorist attacks in Mumbai.
> > Other potential candidates for the position include Commerce Minister Kamal
> > Nath, 62, Deputy Chairman of the Planning Commission, Montek Singh
> > Ahluwalia, 65, and former central bank governor Chakravarthy Rangarajan,
> > the Economic Times reported yesterday.
> > Mamata Banerjee, leader of the All India Trinamool Congress, a key ally of
> > Singh's Congress party, may seek to become the railway minister, said
> > Partha Chatterjee, a Trinamool member.
> > Congress and its allies won 261 of the 543 elected lower- house seats, with
> > the party getting 206 lawmakers of its own, the most since 1991, when Singh
> > as finance minister abandoned Soviet-style state planning and introduced
> > free-market policies that have helped India's economy quadruple in size.
> > Six-Month `Honeymoon'
> > The immediate interest among investors is the fiscal stimulus the
> > government can provide to revive an economy growing at its weakest pace
> > since 2003. The finance minister may unveil this year's budget by July.
> > Singh's government said before the elections that the economy needs
> > stimulus of at least another 1 percent of gross domestic product.
> > "They'll have a honeymoon of six to eight months," said John Praveen, chief
> > investment strategist at Pramerica International Investments Advisers, a
> > unit of Prudential Financial Inc. in Newark, New Jersey. "As long as
> > they're delivering on some of the expectations, the markets will hold the
> > gains. They have to make the right start."
> > The Reserve Bank of India estimates the fiscal and monetary steps announced
> > so far are worth more than $85 billion, or almost 7 percent of GDP.
> > The tax cuts and increased spending since December widened the federal
> > budget deficit to 6 percent of GDP in the year ended March 31, from a
> > target of 2.5 percent.
> > Window of Opportunity
> > The prospect of an increased budget shortfall prompted Standard & Poor's to
> > say in February that India's spending plans were "not sustainable" and the
> > nation's credit rating may be cut to junk if finances worsen. S&P has a
> > BBB- long term credit rating on India, the lowest investment-grade level.
> > S&P and Moody's Investors Service, which places India two steps below
> > investment grade, yesterday indicated the South Asian nation has a chance
> > to improve its fiscal situation after the resounding election victory.
> > The poll result gives the government more "political space" to sell stakes
> > in state-run companies and improve revenue, Moody's senior analyst Aninda
> > Mitra told Bloomberg News.
> > S&P's director of sovereign ratings Takahira Ogawa said "there is a
> > possibility for the government to implement various measures to reform for
> > further expansion of the economy and for the fiscal consolidation."
> > Communist Impact
> > Singh had to depend on the communist parties to gain a majority in
> > parliament in his first term. The communists were opposed to his plans to
> > raise funds by selling stakes in National Hydroelectric Power Corp., Oil
> > India Ltd., Bharat Heavy Electricals Ltd. and National Aluminium Co.
> > "Among the key reforms will be disinvestment now - the new government will
> > focus on fiscal responsibility," said Rajeev Malik, a regional economist at
> > Macquarie Group Ltd. in Singapore. "The key issue will be for the
> > government to balance the need for additional fiscal stimulus with a
> > credible plan for fiscal consolidation."
> > Communists also stalled a bill to raise the foreign- investment ceiling for
> > Prudential Plc and other insurers to 49 percent from 26 percent, and
> > resisted legislation aimed at removing a 10 percent cap on the voting
> > rights of foreign investors in non-state banks. They also blocked entry of
> > global retailers such as Wal-Mart Stores Inc. into India.
> > "Now the Congress party can rule with a minimum number of coalition
> > partners and with a mandate for reform," said Rory Medcalf, an India
> > specialist at the Lowy Institute for International Policy in Sydney. "This
> > is exceptionally good news for India."
> > -- With assistance from Bibhudatta Pradhan in New Delhi and Debarati Roy in
> > Mumbai. Editors: Michael Dwyer, Daniel Moss
> > To contact the reporter on this story: Cherian Thomas in New Delhi at
> > Cthomas1@
> > Last Updated: May 19, 2009 05:12 EDT