Kalau ke 900, gimana mau loncat? Wakakakak
--- On Fri, 11/27/09, dario kurniawan darioamran1...@yahoo.co.id wrote:
From: dario kurniawan darioamran1...@yahoo.co.id
Subject: Bls: [ob] Dubai Means Emerging Markets ‘Correction’ to Mobius
(Update2)
To: obrolan-bandar@yahoogroups.com
Date: Friday, November 27, 2009, 8:57 PM
Ambil
positifnya dari artikel tadi hehehe..
Stocks retreated in the U.S. and Asia, government bonds
jumped and credit-default swaps climbed after Dubai World
---
semua TA market global sebelum kejadian dubai emang udah
minta koreksi..koreksi dalem
lebih cepat lebih baik...ini koreksi
besar bukan crash kata siapa (lupa) yg bilang di milis ini
sebelumnya.. gw setuju dgn dia
“This may be the trigger to allow for the market to take a rest and pull
back,” Mobius said in a Bloomberg--- -- koreksi biar
bisa loncat lebih tinggi lagi...
hehehe..bentaran
lagi ada counter dari WB nih.Mobius vs WB ??
Dario Amran
--- Pada Sab, 28/11/09, AB asepbuh...@yahoo.
com menulis:
Dari: AB asepbuh...@yahoo. com
Judul: [ob] Dubai Means Emerging Markets ‘Correction’
to Mobius (Update2)
Kepada: obrolan-bandar obrolan-bandar@
yahoogroups. com
Tanggal: Sabtu, 28 November, 2009, 8:58 AM
si mobius ama roubini ngomong apa sih?
om DE tolong terjemahin lagi yak.
Dubai Means Emerging Markets ‘Correction’ to Mobius
(Update2)
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By Zeb Eckert, Reinie Booysen and Rita Nazareth
Nov. 27 (Bloomberg) -- Dubai’s attempt to reschedule debt
may spur a “correction” in emerging markets, according
to Mark Mobius, while the global slump in equities shows
government spending alone won’t protect financial markets,
Arnab Das of Roubini Global Economics said.
Mobius, who oversees about $25 billion of developing-nation
assets as chairman of Templeton Asset Management Ltd., said
a 20 percent drop for shares is “quite possible.” Stock
volatility and risk aversion may jump as countries and
companies default on loans, according to Das, the head of
market research and strategy at RGE, the advisory firm
founded by Nouriel Roubini.
Stocks retreated in the U.S. and Asia, government bonds
jumped and credit-default swaps climbed after Dubai World,
the government investment company burdened by $59 billion of
liabilities, sought to delay repayment of debt. The MSCI
Emerging Markets Index has slumped 3.9 percent in the past
two days after more than doubling from its 2009 low in
March.
“This may be the trigger to allow for the market to take
a rest and pull back,” Mobius said in a Bloomberg
Television interview by phone from Hanoi. “I felt that
there would be a significant correction in what is an
ongoing bull market,” he said. “If Dubai has to default,
that could start a wave of defaults in other areas.”
‘Sweet Spot’
MSCI’s gauge of emerging nations has advanced 66 percent
this year, more than double the gain in developed markets,
as a rally in commodities buoyed stocks from Brazil to
Russia and economists estimated that China was the only
economy of the world’s 10 largest to expand in 2009.
Mobius said emerging market stocks were in a “sweet
spot” in September 2006, before MSCI’s index of emerging
countries surged 71 percent. He failed to predict the
retreat that began in October 2007 and told Bloomberg radio
in August 2008 that a 28 percent decline in the index was
“overdone.” The measure lost more than half its value in
the next two months, falling to a four-year low on Oct. 27,
2008.
The MSCI World Index of 23 developed countries has added 24
percent this year, rebounding from its biggest annual
decline on record as the Federal Reserve spent, lent or
guaranteed $11.6 trillion and held interest rates near zero
to unlock credit markets and end the first simultaneous
recessions in the U.S., Europe and Japan since World War II.
‘Risk Aversion’
Dubai, which borrowed $80 billion in a four-year
construction boom to transform its economy into a tourism
and financial hub, suffered the world’s steepest property
slump in the recession. Home prices fell 50 percent from
their 2008 peak, according to Frankfurt-based Deutsche Bank
AG.
“We’re bound to see a rise in risk aversion,” Das,
who is based in London, said in a telephone interview
yesterday. “The Dubai situation signifies that although
the major central banks around the world have stabilized the
financial system, they can’t make all the excesses simply
disappear. We still have to work out those balance-sheet
stresses. The recovery is proceeding, but significant
challenges still lie ahead.”
Das, the former head of emerging-markets strategy at
Dresdner Kleinwort, joined RGE last month to lead a team
that advises on allocations in stocks
