Mengawali perdagangan pekan ketiga 2011 yang pada akhir pekan kemarin ditandai dengan realisasi penurunan peringkat utang Perancis dari triple-A dikuti 8 negara Euro lainnya minus Jerman, J.P. Morgan (JPM) dan Goldman Sacs (GS) merilis catatan khusus 16 Januari 2012:
*JPM*: Pertimbangkan *surprise* Selasa dari Cina. "We expect Tue's China data dump (Dec IP, fixed investment, retail sales and 4Q GDP) to show moderate growth going into year-end. Through the noise, China's overall growth appears to have ended 2011 with some modest positive momentum, *lending some upside risk* to our downbeat 8.1%oya estimate for 4Q GDP (cons. 8.7). Note that *we continue to expect an RRR cut before next Monday's holiday*." *GS*: Confirm Growth Markets (BRICs + Next 11*) ke depan tetap menjadi tema investasi utama "For first time since the global financial crisis, the GS Global ECS Research team has updated the long-term projections which have been the basis for our structural views of the world since 2003. The revised numbers confirm that *all these themes [BRICS + Next 11 (N-11)] are largely intact*. The BRICs are still set to become the top five largest economies by 2050, together with the US. In 2050 the N-11 as a group is still projected to be larger than the US and almost twice the size of the Euro area. The ten most populous African countries could, on aggregate, grow to over 15 times their current size by 2050, falling somewhere between Brazil and the Euro area." *The Next 11 (N-11) countries include Mexico, Korea, Indonesia, Turkey, Iran, Egypt, Nigeria, Bangladesh, Pakistan, Philippines, and Vietnam. -- '+' Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo Persetujuan *request followers* baru diberikan hanya satu kali tiap akhir kuartal maks 500 *request */ diskresi kami.
