Satu lagi dari negara tetangga/kawasan, 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

Global commodity prices are likely to remain elevated for an extended period
and tighter monetary policy in regions including
Asia<http://topics.bloomberg.com/asia/>may be needed to contain
inflation, Reserve
Bank <http://topics.bloomberg.com/reserve-bank/> of Australia official
Philip Lowe said.

“What does seem clear is that the world economy is going through a change in
relative prices, and that this change is likely to be quite persistent,”
Lowe, an assistant governor, said in the text of a speech today in Sydney.
“At least for the time being, it would appear that the ability of the world
to produce commodities is becoming a key constraint on non- inflationary
growth for the global economy.”

http://www.bloomberg.com/news/2011-02-16/rba-s-lowe-sees-elevated-commodity-prices-global-rate-pressure.html

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