Not as most expected, Indo inflation rate in May shows a clear symptom of posing to increase. It slows but it is all above market expectation. Market Buzz.
And, in this respect, nothing most suitable than to wear on what these two big trading house in the world say since months ago, shield your portfolio from inflation, long commodities, short financial. We will share specific Morgan Stanley strategy under this inflation concerns scenario in ASEAN, later the day. What they bought and will continue buy, and what they dumped and keep throwing out of the basket. Bank loan? car loan? property loan? Ada yang murah, "ngapain" pilih yang mahal! :d Indonesia's May CPI slows to 5.98 pct y/y, above forecast Wed Jun 1, 2011 12:13am EDT * May CPI 0.12 pct m/m, above forecast of 0.06 pct * May CPI up 5.98 pct y/y, above forecast of 5.92 pct * May core CPI up 4.64 pct y/y, below forecast of 4.70 pct http://www.reuters.com/article/2011/06/01/indonesia-economy-inflation-idUSJKB00454820110601 '+'
