Tengah itu bisa berarti ambil hal-hal positif dari kanan dan kiri ATAU emang gak jelas mau kanan apa kiri.
Sent from my BlackBerry® powered by Sinyal Kuat INDOSAT -----Original Message----- From: "jsx_consultant" <jsx-consult...@centrin.net.id> Date: Sun, 24 May 2009 14:25:23 To: <obrolan-bandar@yahoogroups.com> Subject: Re: [ob] Pengaruh KEBIJAKAN ekonomi dan index --- In obrolan-bandar@yahoogroups.com, ricky.waki...@... wrote: > > Kok nggak sebut-sebut ekonomi gaya JK, Mbah? Sudah yakin gak bakal kepilih? Kalo gaya JK diambil sebagai TENGAH, maka Gaya Budiono adalah sebelah KANANnya dan Gaya Megapro adalah sebelah KIRInya. > > Sent from my BlackBerry® > powered by Sinyal Kuat INDOSAT > > -----Original Message----- > From: "jsx_consultant" <jsx-consult...@...> > > Date: Sun, 24 May 2009 13:49:56 > To: <obrolan-bandar@yahoogroups.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 > cthom...@... > > Last Updated: May 19, 2009 05:12 EDT >
