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uanK pana$ itu isu SEHARI-HARI bo … 250310 25 Maret 2010

Filed under: Investasi dan Risiko — bumi2009fans @ 6:57 pm

Bapepam Minta Waspadai Dana Asing
Sabtu, 27 Maret 2010 – 08:18 wib

JAKARTA – Badan Pengawas Pasar Modal dan Lembaga Keuangan (Bapepam-LK) meminta pelaku pasar untuk mewaspadai dana asing yang masuk ke Indonesia. Pasalnya, dana asing saat ini tengah membanjiri Indonesia.

Ketua Bapepam LK Ahmad Fuad Rahmany mengatakan, meski dana asing membanjiri Indonesia, namun belum saatnya membatasi dana asing tersebut masuk ke dalam negeri. “Tidak perlu ada pembatasan dana asing. Kita justru harus kelola dengan baik,” kata dia di Jakarta, kemarin.

Lebih lanjut dia menjelaskan, banjirnya dana asing ke dalam negeri didorong membaiknya kondisi ekonomi dan politik di Tanah Air. Selanjutnya, masuknya dana asing ke Indonesia akan terus terjadi jika iklim investasi di Indonesia kondusif dan situasi ekonomi terus membaik. “Yang penting, kita memberikan daya tarik yang tetap baik, maka asing akan lebih lama berinvestasi di tempat kita,” ujarnya.

Kendati tidak perlu ada pembatasan dana asing, namun menurut Fuad, pelaku pasar perlu mewaspadai dana asing yang sewaktu-waktu dapat ditarik keluar.

“Namun, mewaspadai itu kan bukan berarti menolak tapi kita harus lebih siaplah. Kita buat langkah-langkah dan kebijakan yang menguntngkan . Jadi, bagamaina kita mengelola asing masuk sebanyak-banyaknya demi keuntungan bangsa kita,” papar dia.

Sementara itu, kepemilikan asing di surat utang negara (SUN) hingga saat ini sudah lebih dari 21 persen dibanding akhir tahun lalu. Akhir tahun lalu, posisi kepemilikan asing di instrumen tersebut mencapai Rp108 triliun.

Dirjen Pengelolaan Utang Kementerian Keuangan Rahmat Waluyanto sebelumnya menegaskan, meski jumlah investor asing di SUN meningkat signifikan hingga saat ini, namun pemerintah tidak berencana membatasi kepemilikan asing pada instrumen tersebut.

“Tidak ada pembatasan. Memang pelaku pasar SUN yang paling aktif adalah investor asing dan peran mereka menjadi pengerak pasar,” kata dia.

Menurut dia, pembatasan merupakan kebijakan pasar yang sangat tidak bersahabat dan bisa menjatuhkan kepercayaan pasar. Namun, untuk mengimbangi peranan asing, pemerintah berupaya melakukan perluasan basis investor domestik melalui berbagai cara, di antaranya diversifikasi instrumen dan melakukan penetrasi pasar tertentu.

Rahmat memperkirakan, situasi ini akan terus berlanjut selama kepercayaan investor tetap terjaga serta kebijakan ekonomi keuangan yang konsisten untuk mempertahankan pertumbuhan dan stabilitas ekonomi.

“Kenaikan peringkat utang Indonesia oleh Moody’s dan S&P merupakan bukti keberhasilan pemerintah dalam mengelola perekonomian, khususnya dalam melewati krisis,” tutur dia.(J Erna/Koran SI/ade)

SBY: Awasi Aliran Investasi Hot Money!
Kamis, 25 Maret 2010 – 15:01 wib

Insaf Albert Tarigan – Okezone

JAKARTA – Presiden Susilo Bambang Yudhoyono (SBY) meminta agar seluruh jajaran pemerintah memerhatikan aliran investasi dalam bentuk hot money yang masuk ke Indonesia.

Ini dikarenakan investasi jangka pendek itu bisa saja ditarik sewaktu-waktu seiring perkembangan politik dalam negeri, sehingga menimbulkan goncangan. Hal itu dikatakan Presiden dalam rapat kabinet terbatas bidang kesejahteraan rakyat di kantor Presiden, Jakarta, Kamis (25/3/2010).

Menteri Komunikasi dan Informatika Tifatul Sembiring usai rapat mengatakan, dalam rapat terbatas itu Presiden menyebut laju aliran hot money ke Indonesia belakangan ini cukup tinggi.

Meskipun, dia tidak menyebutkan angkanya secara detail. Hal itu, antara lain disebabkan oleh stabilnya sistem perekonomian kendati ada gonjang-ganjing politik akibat kasus Bank Century.

Kestabilan ekonomi itu, kata Tifatul, antara lain diindikasikan oleh penguatan nilai tukar rupiah menjadi Rp9100 per USD. “Ini akan menguntungkan bagi kita dalam neraca pembayaran dan subsidi,” ujarnya.

Dia menambahkan, indikator positif ini akan terus dijaga dan ditingkatkan pemerintah agar target pertumbuhan ekonomi sebesar tujuh persen pada 2014 dapat tercapai. Seiring dengan itu, tingkat kemiskinan diharapkan turun sebesar delapan persen dan pengangguran ditekan 5-6 persen.

Selain itu, sambung Tifatul, Presiden menyinggung daerah-daerah yang akan melaksanakan pemilihan kepala daerah. Presiden tidak ingin uang rakyat yang terhimpun dalam APBD disalahgunakan oleh calon-calon yang bertarung dalam Pilkada.

“APBD jangan sampai menguap atau masuk ke kantong pribadi. Jangan sampai pegawai negeri juga dilibatkan, sekretaris daerah jangan ikut berpolitik,” tandas Tifatul.(ade)

Investors question emerging market gain
5:46am EDT

By Jeremy Gaunt, European Investment Correspondent

LUXEMBOURG (Reuters) – Emerging markets remain an investor favorite for their long-term economic growth prospects, but some investors have begun to question the sustainability of short-term gains.

Too much money is chasing too few assets, the argument goes.

A Reuters European Fund Summit in Luxembourg this week heard both sides of the story — reports of huge demand from fund managers on one hand and notes of caution from strategists on the other.

LGT Capital Management went as far as saying that along with gold, government bonds and exchange-traded funds, emerging markets could be heading toward bubble trouble.

“There are some potential bubbles,” said Marcel Schnyder, LGT’s head of multi-asset investment management. “It could happen in gold (if everyone goes in). The same thing in emerging markets.”

The gist of the concern about emerging markets is that there is a huge amount of money flowing toward a limited number of investments. That drives up the price, sometimes beyond a reasonable level.

Such a prospect has made the likes of Banque de Luxembourg not only cautious, but underweight in emerging markets.

“There was so much money going into Asia last year, we thought it might be better to wait for a correction,” said Guy Wagner, the wealth manager’s chief economist.

Asia is not Wagner’s least favorite center of emerging markets. His firm is more underweight in both eastern Europe and Latin America.

LARGE FLOWS

There is little argument that emerging markets have been — and, for the most part, remain — very popular among investors.

Flows into in emerging market funds tracked by EPFR Global hit a nine-week high in mid-March, with all four of the major regional groups posting inflows.

Asia ex-Japan equity funds led the way, taking in a net $730 million for the week ending March 17, while flows into Latin America equity funds hit an eight-week high and EMEA equity funds extended an inflow streak to four straight weeks.

There was also evidence of demand on display at the Reuters summit.

Manooj Mistry, head of exchange-traded fund structuring at Deutsche Bank, said investments in emerging market ETFs had risen to as much as $3.7 billion from $2 billion a year ago.

Among areas picking up were frontier markets. Deutsche Bank has a Vietnam ETF and Mistry was looking ahead to the possibility of the United Arab Emirates, Indonesia and locally-traded China shares.

There were also signs retail investors were beginning to join institutional counterparts in embracing emerging markets.

Andrea Favaloro, European head of retail for BNP Paribas Investment Partners and Fortis Investments, said his retail clients were starting to move into riskier assets, particularly emerging markets. “They really realize what is happening there, particularly in Asia and Brazil,” he said.

Indeed, BNP/Fortis launched an emerging markets capital protected fund before they unveiled one for U.S. stocks.

TOO HIGH?

The problem with meeting this growing demand is that emerging markets have already grown dramatically and may be showing signs of strain.

MSCI’s main emerging market stocks index doubled during last year’s rally, far outpacing developed markets.

But without much notice, they have been wobbling this year.

While developed stocks as measured by MSCI are up 2.8 percent for the year to date, the emerging market index is barely into positive territory.

It is not the kind of short-term performance that builds confidence in what is widely expected to be a volatile year. “Speaking as a retail investor, I would be cautious,” said Noel Fessey, managing director for Schroders in Luxembourg, who worries that his clients may be assuming they are moving into an automatically rising market.

(Editing by Dan Lalor)

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