Ini ada kutipan dari dbs research
China's intervention in currency markets is of course the source of much irritation to US politicians. How much intervention has there been? Since April of 2009, when inflows into Asia really started to pick up, China's foreign reserves have risen by some $535bn. That's a little more than half (56%) of the total increase in foreign reserves ($962bn) by Asia's central banks since then. That's a lot of inflow and a lot of intervention $2bn per day to be precise and and it works out to some 13% of one year's GDP for Asian economies on average. It's easy to see why Asian markets are rising and why Asian currencies are rising. And why US politicians are a little piqued. Since Apr09, inflows have been pouring into Asia to the tune of $2bn per day. Foreign reserves have risen by $962bn, or 13% of GDP, significantly faster than any time in history It is no coincidence that, over the same time period, the Fed injected $1500bn of liquidity into markets via purchases of Treasuries and housing securities (MBS and agency paper) Washington howls at currency intervention. But quantitative easing and currency intervention are both just liquidity injections. Who's really intervening, the Fed or Asia? With QE1 inflows not having run their course and QE2 already in the wings, talk of "one-way bets" in Asian markets is on the rise. --- In [email protected], "Yohanes" <yoh.can...@...> wrote: > > Dear All Seniors. > > > > Adanya isu perang kurs diantara Negara-negara maju, seperti USA dan China, > > Dollar vs Yuan, dan mungkin juga Negara-negara lain bersiap untuk > mengikutinya. > > > > Apakah ada dampaknya terhadap pasar modal. terutama IHSG Jakarta, > > Mohon para senior disini dapat memberikan penjelasan dan pencerahan lebih > lanjut. > > > > Regards > > Nubie > ------------------------------------ Kunjungi situs http://www.info-saham.com untuk informasi seputar saham. SEMUA POSTING DI MILIS INI TANGGUNG JAWAB PENGIRIM EMAIL DAN BUKAN ADMIN MILIS. SEMUA POSTING DI MILIS INI BUKAN UNTUK MENGAJAK MEMBELI ATAU MENJUAL EFEK. SETIAP KEPUTUSAN INVESTASI MENJADI TANGGUNG JAWAB PIHAK PEMILIK INVESTASI ATAU PEMILIK MODAL. [email protected] untuk berhenti dari milis saham [email protected] untuk bergabung ke milis saham Yahoo! Groups Links <*> To visit your group on the web, go to: http://groups.yahoo.com/group/saham/ <*> Your email settings: Individual Email | Traditional <*> To change settings online go to: http://groups.yahoo.com/group/saham/join (Yahoo! ID required) <*> To change settings via email: [email protected] [email protected] <*> To unsubscribe from this group, send an email to: [email protected] <*> Your use of Yahoo! Groups is subject to: http://docs.yahoo.com/info/terms/
