*[image: Inline image 1] * * * *Update* dari rilis terbaru J.P. Morgan (JPM) perihal *Indonesia Market*yang berjudul: *Indonesia Strategy: Seeds of doubt? Foreign fund flows turning negative.*
*Brief*: *Although underperformers YTD, Indonesian equities are still within 7% of their all-time high.* * * *We sense that underperformance and the subdued market response to policy action has led to investors evaluating risks, which in conjunction with the 20% P/E premium to the region may weigh on performance further. We see some similarities to conditions in 4Q10, when underperformance was followed by a correction.* * * *Fund flows have turned negative in the last fortnight, and our in-house index of investor interest reinforces the possibility of an imminent correction.* -- '+' Follow positif01indo on Twitter: https://twitter.com/#!/positif01indo Persetujuan *request followers* baru diberikan hanya satu kali tiap akhir kuartal maks 500 *request */ diskresi kami.
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