Refleksi:  Bisa menyenangkan diri dengan istilah "may be", tetapi "may be" 
artinya  "barangkali", jadi belum tentu. Banyak universitas negeri-negeri BRIC 
tergolong dalam 500 terbaik didunia, tetapi berapa dari NKRI yang masuk dalam 
kumpulan tsb? Apakah tidak ketinggalan kereta api zaman?

http://thejakartaglobe.com/business/indonesia-may-be-ready-to-join-brics-fund-says/355450

January 28, 2010 
Berni Moestafa

Indonesia May Be Ready To Join BRICs, Fund Says
Indonesia looks increasingly like a worthy member of the economically enviable 
"BRIC" group of nations, following this week's upgrade of its sovereign debt 
and a nod of recognition from influential global asset manager Templeton Asset 
Management 

After boasting Asia's second-best performing stock market last year, the 
country may be ready for full-fledged membership in the BRIC group of major 
emerging nations, Templeton said. 

"Indonesia's political and economic outlook has improved tremendously in recent 
years," Templeton portfolio manager Dennis Lim wrote in a note on chairman Mark 
Mobius's blog. "So clearly, it would not look out of place beside the BRIC 
countries." 

Inclusion in the category - Brazil, Russia, India and China - coined by Goldman 
Sachs chief economist Jim O'Neill may increase demand for Indonesian stocks. 
Investors should "stick with the BRICs," a group that "tends to outperform in 
non-recession years," Morgan Stanley strategists said last week. 

The Jakarta Composite Index rose 87 percent last year as the country largely 
skirted the global recession. 

President Susilo Bambang Yudhoyono's re-election in July boosted confidence 
that he will maintain policies that helped the economy, Southeast Asia's 
biggest, expand by more than 6 percent annually in the two years until 2008. 
Growth may average 6.6 percent over the next five years, Yudhoyono said this 
month. 

On Monday, Fitch Ratings raised Indonesia's credit ratings to one level below 
investment grade. The move reflected the country's economic resilience and an 
improving balance of payments, said Bank Indonesia Deputy Governor Hartadi 
Sarwono. Foreign-exchange reserves rose to $69 billion as of last week, he 
said. 

BRIC funds are gaining in popularity. "The BRICs theme, which played well in 
2009, continues to resonate in early 2010," according to EPFR Global, a 
Cambridge, Massachusetts-based funds tracker, on Jan. 21. In the third week of 
January, "dedicated BRIC equity funds recorded inflows of $182 million, right 
around their weekly average year-to-date versus the $103 million they averaged 
last year." 



Bloomberg 


 


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