ugh....bit reluctant to express opinion here as I am just nobody... people
in this room are all smart and good analysts....
I do believe that ON-MONTH inflation in February could go up as much as 1.6%
vs 1.04% in January, while ON-YEAR could be at 6.7% in February vs 6.26% in
January. This may force the central bank to pause the interest rate cycle at
9.25%. BUT, if the central bank officials smartly observe that the Fed may cut
interest rate as late as June, they have to prepare to narrow the gap by
cutting interest rate to 9% in March...
Anyway, the inflation rate, i think, would be factored in...and may be you
are correct that 1750 (of index) is a good level for buying. In a worse
scenario, the main index may go down as low as 1730, IF INFLATION IN FEBRUARY
IS MORE THAN 2%.
Anyway, still, a fund flow is another strategic investment information...EPFR
estimates that if the Fed cuts rate, the first have to meet for the spill over
of the U.S. fund is the emerging markets....
A bit too technical, but it's just a share...
top picks remain mining, telecommunication (BTEL "may" be shooting star), and
plantation sectors...
dicslaimer is heavily on...
Bettina Tan <[EMAIL PROTECTED]> wrote:
Nice obs, I expect people still can cheong la if collect it at 1750
or 1710, many FS will be issued this coming weeks. But I wonder whether there
is stil enough power to go through 1830? Expect fresh funds from prince of
arabian, Casper the ghost or other big funds? What sector will be benefited?
and who are the trendmaker? What about inflation? BI rate? Export growth? DJ?
Regional? So many questions should be answer right now, then after that I could
only make decision.
On 2/27/07, Frederick Schubert <[EMAIL PROTECTED]> wrote: it's
just a comment....dont bother....
i do really espect any comment....if i say nice it means, it does, nice....
it's a free room...rite..? everyone can make a comment....
it could be right that the main index today (Tuesday) may be going
down....but, any fall could provide room for collection...let's see whether
Wednesday could worsen or be even better...
cheers
James Arifin <[EMAIL PROTECTED]> wrote:
He control lots of portfolio so desperately displeased if lots of trader
shorting the stock and could cause temporary profit recording ... heheheh
On 2/26/07, hilman anugraha <[EMAIL PROTECTED] > wrote:
Observing your few last postings on this discussion group, i hardly noticed any
use of your comments. They are either discrediting or only making fun of people
with genuine idea or thought. Sometimes even concern or fear. And most of the
time you act like you control the price of things, like Mr Richie RIch.
Sorry, oneliner.
Frederick Schubert <[EMAIL PROTECTED]> wrote:
hahahaha nice.....nice....
let's see whether the market tomorrow (Tuesday rite..?) will be just upsided
down from what you are expecting.....
cheers
Bettina Tan <[EMAIL PROTECTED]> wrote:
Jaketnya om.. Payung om.. dari pada basah kuyup kena guyur om.. BMG
atau Badan Meramal Guyuran dari Republik Mimpi mengindikasikan bahwa Yakarta
besok akan diguyur hujan lebat. Untuk yang mau jalan besok hari diminta membawa
perlengkapan tambahan seperti jaket dan payung atau uang ekstra untuk ojek
payung jika harus bepergian atau kalau tidak mempunyai rencana mendesak
disarankan untuk tunggu di rumah sampai guyuran hujan reda. Siap-siap tunggu
panggilan tante Marginong untuk yang sudah pake servisnya.. CMIIW..
Tukang Ojek Payung
---------------------------------
No need to miss a message. Get email on-the-go
with Yahoo! Mail for Mobile. Get started.
---------------------------------
It's here! Your new message!
Get new email alerts with the free Yahoo! Toolbar.
---------------------------------
Now that's room service! Choose from over 150,000 hotels
in 45,000 destinations on Yahoo! Travel to find your fit.
---------------------------------
Finding fabulous fares is fun.
Let Yahoo! FareChase search your favorite travel sites to find flight and hotel
bargains.
