Satu lagi dari perwakilan 'emerging market' dan tetangga ASEAN, dan
sekaligus pengingat dalam ayunan pergerakan indeks khususnya saham-saham
yang rentan inflasi agar Anda tidak terjebak dalam gerakan atas ayunan untuk
terhempas ke bawah dan seterusnya. IHSG dan sektor yang ramah inflasi akan
perkasa, yang tidak ramah/rentan akan di-'perkosa'. Bedanya tipis "a" dan
"o", dampaknya yang besar. :d

Feb. 18 (Bloomberg) -- Vietnam’s central bank raised the refinancing rate to
11 percent, joining Asian counterparts in tightening policy to curb
accelerating inflation as it increased borrowing costs for the first time
since early November.

The State Bank of Vietnam raised the rate from 9 percent, effective
yesterday, it said in a statement on its
website<http://www.sbv.gov.vn/wps/portal/!ut/p/c5/jVHZboMwEPyWfoHXYLB5NJiYw4RwlvISISWKEjVHJUQbvr60qiqFEtLdx9nZnZlFNRr61HT7XdPuz6fmFVWoNteO5B6hCiD2hAU-C0KV45VeujDgL3fxAPAXGwSx6MIgEBueAX5MCS78GGcSj9gySBzwZZAxYmMAMB7cfkYVkHV2YJfo2laqd7r80CfQ5sk1EtH7so8-IkusNmVa2NxW>.
The rate was one of three that were raised on Nov. 5, when the base rate was
also increased to 9 percent from 8 percent, and the discount rate was lifted
to 7 percent from 6 percent. The bank didn’t mention the other two rates
yesterday.

“This is a first step by the central bank to tighten monetary policy in an
attempt to curb inflation,” said Luu Hai Yen, a Hanoi-based analyst at Thang
Long Securities Joint-Stock Co., the country’s biggest brokerage. Before
yesterday, Vietnam hadn’t raised rates this year and the increase in
November was the first since 2009.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aGDYpzYrkPO8

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