Mungkin gejala W-shaped recovery kali pak..
Sent from my BlackBerry® smartphone from Sinyal Bagus XL, Nyambung Teruuusss...!
-----Original Message-----
From: "Matt Nowo" <inf...@gmail.com>
Date: Tue, 18 Aug 2009 23:48:09
To: <obrolan-bandar@yahoogroups.com>
Subject: [ob] Index vs growth
Dear OB'ers,
Banyak analis yg mengatakan: "resesi telah berakhir", "perlambatan ekonomi
telah mencapai dasar dan saatnya tumbuh", "Q3 akan tumbuh positif", "earnings r
better than expected" dan sejenisnya, yg pada intinya menyatakan OPTIMISME.
Di lain sisi, pada pasar ekuitas, banyak analis mengatakan: "index telah
overbought", "bull rally akan reverse", "kenaikan index sdh terlalu tinggi dan
cepat", "market perlu koreksi" dan sejenisnya, yg pd intinya menyatakan
PESIMISME.
Newbie bingung nih.... Apakah antara pertumbuhan ekonomi dan indeks
saham/komoditi seharusnya berjalan SEARAH? Atau memang ada time lag?
Comment pls.
Salam.
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