eK0n0mi taK seriU$ d/h ekonomitakserius@blogspot.com

Mei 31, 2009

teruskanlah: pulih itu MAHAL,bersimbah darah…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 2:46 am

GDP hints recession is moderating
Fri May 29, 2009 4:58pm EDT
By Lucia Mutikani

WASHINGTON (Reuters) – The U.S. economy shrank slightly less in the first quarter than initially estimated, while corporate profits rebounded, according to government data on Friday that pointed to moderation in the recession.

Perceptions that the worst of the 17-month-old downturn was over pushed consumer confidence to its highest in eight months in May, and a report showing business activity in New York City expanded in May for the first time since January 2008 offered a further hint the recession was abating.

Gross domestic product, which measures total goods and services output within U.S. borders, contracted at a 5.7 percent annual rate in the first quarter, the U.S. Commerce Department said, less than the initial 6.1 percent estimate. This followed a 6.3 percent fall in the fourth quarter.

While the drop was still steep, recent data, such as housing and new filings for unemployment benefits, have hinted at an easing in the rate at which the economy was tumbling and many economists expect growth to resume by year-end.

Still, output has declined for three straight quarters for the first time since 1974-1975 in a contraction that is the deepest since at least the 1950s. Already, the recession is the longest since the Great Depression, although much less severe.

“The recession is easing. The second quarter is shaping up to be a smaller decline of about 3.0 to 3.5 percent. It should be the last of the negative quarters,” said Christopher Low, chief economist at FTN Financial in New York.

But the positive outlook for the economy was tainted by a report showing business activity in the country’s Midwest unexpectedly fell sharply in April, likely reflecting troubles in the automotive sector.

U.S. stock indexes ended more than 1 percent higher as the rebound in corporate profits and the upbeat consumer confidence report helped to underpin investor morale. A rally in commodity prices lifted shares of natural resource companies.

Longer-dated government bond prices jumped, with investors wading back into the market after a sharp two-month sell-off that drove yields to six-month highs this week.

The report on GDP suggested sharp belt tightening by business was paying off as corporate profits after taxes rose 1.1 percent in the January-March quarter, the first increase in a year. In the fourth quarter, profits had plummeted 10.7 percent, the biggest decline since the start of 1994.

LESSENING INTENSITY

“It provides some hints that maybe corporations might have the ammunition to put some money to work in the economy. We are seeing some signs that the intensity of the recession is lessening,” said Michael Strauss, chief economist at Commonfund in Wilton, Connecticut.

Economic activity in the first quarter was dragged down by cutbacks in spending by businesses and the government, a further retrenchment in homebuilding and a drop in business investment spending, as well as a slump in exports.

Business inventories fell $91.4 billion after slipping by $25.8 billion in the fourth quarter. Last month, the department estimated the drop in inventories at a record $103.7 billion in the first quarter.

Inventories subtracted 2.34 percentage points from the overall GDP figure. Excluding inventories, GDP would have contracted 3.4 percent.

While the less steep fall in the stock of unsold goods helped to lessen the severity of the economy’s contraction in the first quarter, analysts said this suggested inventories would remain a drag on growth in the second quarter.

Exports fell at a 28.7 percent pace, the largest decline since the fourth quarter of 1971, after dropping at a 23.6 percent rate in the fourth quarter.

The drop in exports lopped off a record 3.86 percentage points from GDP, and reflected the slump in global demand. Sluggish domestic demand saw imports plunging 34.1 percent, adding a record 6.05 percentage points to first-quarter GDP.

Business investment spending tumbled a record 36.9 percent and homebuilding activity fell 38.7 percent, the biggest decline since the second quarter of 1980.

Consumer spending, which accounts for over two-thirds of U.S. economic activity, rose 1.5 percent — slower than the 2.2 percent rate estimated last month — but still a turnaround after a sharp plunge in the second half of last year.

This was also viewed as another factor that could weigh on the economy in the second quarter.

“The lower consumption figure is a reminder of the fundamental problems that households are facing, and the slower inventory run-down means that there is more to come in the current quarter,” said Harm Bandholz and economist at Unicredit Markets & Investment Banking in New York.

But spending could pick up in the third quarter as households grow more optimistic about the economy and the government’s $787 billion package of spending and tax cuts filters through.

The Reuters/University of Michigan Surveys of Consumers’ sentiment gauge rose to 68.7 in May from 65.1 in April. That was the highest reading since September.

Separately, the National Association of Purchasing Management-New York’s local business conditions index rose to 361.6 in May from 356.0 the previous month.

(Additional reporting by Richard Leong and Ellen Freilich in New York and Ros Krasny in Chicago; Editing by James Dalgleish)

Iklan

teruskanlah: June is the MAYBE month…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 1:14 am

Economic optimism may trump GM bankruptcy
Fri May 29, 2009 9:07pm EDT
By Leah Schnurr

NEW YORK (Reuters) – Wall Street faces a historic shake-up next week as General Motors, a pillar of American industry, heads into bankruptcy, but the market could advance further if economic data signals the worst of the recession has passed.

Stocks could also get a boost if commodity investors see more signs of a recovery in demand as it would boost profits and share prices of resource companies, and particularly the oil industry.

Though the markets closed out May with a third straight month of gains, the longest monthly winning streak since the fall of 2007, the broad S&P 500 appears stuck in a range around the 900 level.

Action in the foreign exchange market and turmoil in U.S. government bonds could undermine the S&P 500, however, as it tries to keep a grip on the nearly 36 percent gain accumulated since diving to 12-year lows in March.

“If you have a return to some level of growth, with some moderate inflation, that would be the most positive scenario for equities and you could see more of a rally,” said Sasha Kostadinov, portfolio manager and research analyst at Shaker Investments in Cleveland, Ohio.

Analysts said a GM bankruptcy was unlikely to have much of an impact on the market in itself — the once mighty automaker’s shares have plunged below $1, making its weight less influential.

Nonetheless, the bankruptcy will likely have ripple effects on the broader economy, particularly through job losses.

GM’s stock is widely expected to be removed from the venerable Dow Jones if it files for bankruptcy. Speculation on what company might take its place on the 30-stock index ranges from Google (GOOG.O: Quote, Profile, Research, Stock Buzz) to Goldman Sachs (GS.N: Quote, Profile, Research, Stock Buzz) to Monsanto

(MON.N: Quote, Profile, Research, Stock Buzz).

Stocks have been unable to put together a significant advance in the last few weeks. The dollar hit a five-month low against major currencies worldwide and certain world markets reached highs for 2009, but the appetite for risk has, of late, not translated into substantial gains in U.S. equities.

That may be, in part, due to rising bond yields, as investors have grown concerned about the increased need for borrowing by the U.S. government.

All eyes will be on Federal Reserve Chairman Ben Bernanke when he addresses lawmakers in Congress on Wednesday as investors will be looking for signals of the Fed’s thinking on the recent surge in the supply of U.S. government debt.

Investors are worried that if bond yields rise to make the huge amounts of government debt attractive, it will make it harder for companies and consumers to recover.

Market-watchers will be looking for more reasons to be optimistic in this week’s economic data, which includes unemployment and the closely-watched nonfarm payrolls report. Readings on the manufacturing and services sectors are also on tap.

Next Friday’s data is expected to show unemployment rose to 9.2 percent from 8.9 percent the month before, according to Reuters data. Analysts say unemployment is expected to increase even as the economy starts to turn around as companies remain reluctant to hire.

“There still seems to me to be a second shoe to fall on the effect of unemployment,” said Carl Birkelbach, chairman and CEO of Birkelbach Investment Securities in Chicago.

But economic hopes could be dampened by the double-edged sword of higher commodity prices and worries over the impact of higher interest rates.

“We start to put additional pressure on the consumer by virtue of higher gasoline prices and higher borrowing costs. I think it threatens at least the timing of the recovery,” said Craig Peckham, equity trading strategist at Jefferies & Co in New York.

Mei 30, 2009

teruskanlah: akar itu MAKIN DALAM…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 4:31 pm

Konglomerat Generasi III: Selamat Datang Para Pangeran Bisnis…
Sabtu, 30 Mei 2009 12:02 Redaksi-1
Mereka telah dipersiapkan untuk menerima tongkat estafet kepemilikan perusahaan keluarga, baik secara akademis maupun pengalaman. Kini saatnya mereka mengaplikasikan semua itu demi kejayaan keluarga di masa depan.

Belakangan ini, nama-nama seperti Axton Halim, Alaric Armand Hartono, Michael Jackson Purwanto Widjaja, dan John Riady mulai muncul ke permukaan. Mereka adalah sejumlah pemuda yang namanya memang belum terlalu familier. Akan tetapi, jika melihat nama keluarga yang mereka sandang, orang tentunya bisa menduga para pemuda itu berasal dari keluarga yang cukup terkenal.

Benar, Axton Salim, misalnya, adalah generasi ketiga dari Grup Salim, putra Anthony Salim. Lalu, Alaric Armand Hartono merupakan salah satu pangeran dari Grup Djarum. Sementara itu, Michael Jackson Purwanto Widjaja datang dari klan Eka Tjipta Widjaja (Grup Sinarmas). Akan halnya John Riady tak lain putra James Riady dari Grup Lippo.

Mereka kini mulai diserahi tanggung jawab dan tampuk jabatan di perusahaan. Axton, 30 tahun, adalah assistant to CEO PT Indofood Sukses Makmur Tbk., mendampingi sang ayah yang menjabat president & CEO. Selain itu, Axton juga menjadi non-executive director Indofood Agri Resources Ltd. dan komisaris PT Salim Ivomas Pratama. Pada 2004, lulusan University of Colorado ini bergabung ke PT Indofood Fritolay Makmur sebagai manajer pemasaran. Posisi ini dijalani Axton selama dua tahun sebelum mengemban jabatannya yang sekarang.

Selain Axton, di Grup Salim juga ada pangeran baru, yakni Daniel Halim, putra Andree Halim. Daniel adalah direktur Zhongguo Jilong Ltd., dan memiliki jatah saham di Singfood Investment Pte. Ltd. dan Tian Wan Enterprises Co. Ltd. Nah, Tian Wan ini merupakan vehicle yang menguasai saham QAF Ltd., sebuah usaha pengolahan makanan, bakery, perdagangan, dan logistic. Di QAF, Daniel, 30 tahun, menjabat sebagai non-independent dan non-executive director sejak Desember 2007, mendampingi sang ayah yang menjabat sebagai director & vice chairman. Lulusan California University ini mengawali pengalaman kerjanya sebagai business development manager Culindo Livestock Pte. Ltd. pada 2004.

Adapun Alaric Armand Hartono merupakan pangeran bisnis dari Grup Djarum. Bersama Victor Rachmat Hartono dan Martin B. Hartono, ketiganya dipersiapkan untuk menggantikan posisi Robert Budi Hartono dan Michael Bambang Hartono. Dalam sebuah wawancara dengan harian lokal Suara Merdeka, Budi mengaku tengah mempersiapkan Armand, putra bungsunya, untuk menjadi pemimpin di PT Bank Central Asia Tbk. (BCA). Armand adalah lulusan Columbia University tahun 2004 jurusan political philosophy dan industrial engineering. Saat ini, Victor adalah chief operating officer (COO) PT Djarum, sedangkan Martin menjabat direktur HRD PT Djarum.

Sementara itu, Michael Jackson Purwanto Widjaja, bisa ditebak, adalah cucu Eka Tjipta Widjaja, pemilik Grup Sinarmas. Putra Mukhtar Widjaja ini pernah menjadi karyawan biasa di Top Tier Trading dan EuroRev Inc. (Los Angeles, AS), sebelum kembali ke Indonesia dan menduduki posisi penting di perusahaan keluarga, seperti menjabat sebagai vice president director PT Duta Pertiwi Tbk. Kini, Michael adalah vice president director Asia Food & Property Ltd.

Di samping Michael, masih ada Ivena Widjaja, Eric Oei Kang, Oei Wikawi, dan Jackson Wijaya Limantara di jajaran generasi ketiga Grup Sinarmas. Mereka tengah dipersiapkan untuk menerima tongkat estafet dari generasi kedua, yakni Teguh Ganda Wijaya, Indra Widjaja, Mukhtar Widjaja, Djafar Widjaja, Franky Oesman Widjaja, dan Oei Hong Leong.

Pangeran dari Grup Lippo, John Riady, 23 tahun, merupakan putra kedua James Riady. Alumnus Georgetown University ini tengah dipersiapkan untuk memimpin kerajaan bisnis media milik Grup Lippo. Sejak 2007, John bertanggung jawab atas konten dan pemasaran Globe Asia, di samping membesarkan Grup Investor. James tak salah, sebab John, yang pernah bekerja sebagai bankir di Stephen Inc., Little Rock-Arkansas, AS, dikenal aktif menulis semasa kuliah. Bahkan, sampai kini pun John masih rajin menulis opini dan dimuat di Jakarta Post.

Grup Lippo memang tidak setengah-setengah dalam memberikan kesempatan kepada para pangeran bisnisnya. Buktinya, Michael Riady, putra Andrew Riady, kini menjabat sebagai CEO The Moritz Penthouses and Residences, sebuah pengembang hunian mewah. Kalau John concern di bisnis media, Michael memilih properti. Michael mengawali karier di PT Lippo Karawaci Tbk. sebagai staf pameran di Metropolis Town Square Tangerang, pada Agustus 2004. Sebelumnya, pria yang kini berusia 29 tahun ini pernah bekerja di Fidelity Investment, AIG, dan firma hukum real estat Manatt, Phelps & Phillips Law Firm.

Di Bawah Nama Besar

Di luar nama-nama yang masih asing itu, masyarakat tentu sudah mafhum dengan kiprah Anindya Bakrie (Grup Bakrie), Erwin Aksa (Grup Bosowa), Agus Lasmono (Grup Indika), Garibaldi Boy Thohir (TNT), dan Michael Sampoerna (Grup Sampoerna).

Lalu, adakah beban dengan memanggul nama besar keluarga? “Saya sebenarnya tak ingin menjadikan nama Riady ini sebagai beban,” kata Michael Riady. Namun, selang beberapa detik kemudian, sambil terkekeh Michael mengakui, “Tapi, sebenarnya ada beban juga sih.” Alumnus Orange County University, Los Angeles, AS, ini mengakui kebanggaannya berada dalam klan Riady. Akan tetapi, kata dia, kebanggaan harus digunakan secara bertanggung jawab. “Dengan adanya nama Riady di belakang nama saya, bukan berarti lantas saya bisa bersenang-senang. Tidak. Saya pun harus bekerja keras,” kata anak kedua dari empat bersaudara ini.

Michael mengaku ayah dan kakeknya selalu menanamkan sikap down to earth kepada seluruh anggota keluarga, dan ia tak permah diperlakukan seperti anak konglomerat yang bergelimang kekayaan. “Saat sekolah, saya tidak pernah naik mobil sendiri atau diantar sopir. Saya memilih jalan kaki,” ujarnya. Menamatkan sekolah di luar negeri, imbuh dia, merupakan salah satu cara terbaik untuk menempa sifat mandiri. Bahkan, ia mengaku merasakan kehidupan seperti mahasiswa perantauan pada umumnya, seperti menunggu kiriman dana dari orang tua. “Saya harus putar otak agar tetap bertahan hidup. Malu rasanya jika meminta kiriman uang tambahan,” katanya, terkekeh.

Di Indonesia, grup konglomerasi saat ini sedang dalam peralihan antara generasi kedua dan ketiga. Tidak bisa dimungkiri bahwa gaya kepemimpinan mereka pun berada di era peralihan antara gaya lama (family centric) menuju ke gaya baru yang profesional. Sebab, para pangeran bisnis ini kebanyakan memperoleh kesempatan belajar dan bekerja di luar negeri, sebelum akhirnya bergabung di perusahaan milik keluarga. “Sebelum duduk di kursi direksi, penting bagi saya untuk memiliki kemampuan akademis dan pengalaman kerja,” kata Daniel Halim, non-independent dan non-executive director QAF Ltd., seperti dikutip qaf.com.sg, situs resmi perusahaan tersebut.

Menurut Christianto Wibisono, chairman Global Nexus Institute, para pangeran konglomerat ini mewarisi gen bisnis dari orang tuanya, selain menyinergikan dengan pendidikan profesional di sekolah internasional. “Bisnis di era reformasi tidak bisa lagi sekadar mengandalkan koneksi ‘the who’, tetapi juga ‘the what’ dan ‘know how’ yang akan menuju ke arah meritokrasi,” tegas Christianto, mengamini pendapat Daniel.

Anindya Novyan Bakrie, CEO PT Bakrie Telecom Tbk., mengaku dirinya telah belajar bisnis sejak usia balita. “Waktu saya masih kecil, saya sering ikut perbincangan keluarga. Mereka makan malam, saya makan bubur. Di sana ada ayah, paman, dan keluarga besar kami yang mendiskusikan bisnis keluarga,” tuturnya, mengingat masa lalu. Ungkap pria yang akrab disapa Anin itu, meski belum mengerti betul apa yang mereka bicarakan, ia mencoba menjadi pendengar yang baik. “Lama-lama, saya tertarik dengan dunia bisnis,” akunya.

Singkat cerita, Anin pun kuliah S1 di Northwestern University, Evanston, Illinois, AS, dan dilanjutkan dengan mengambil gelar MBA di universitas yang sama. Saat menghabiskan hampir sepuluh tahun hidup di AS, Anin menjadi saksi dotcom boom dan crash serta krisis moneter di Asia Tenggara. “Saya telah melihat banyak kegagalan. Ini membuat saya terlatih untuk jeli dalam melihat peluang yang terbatas, terutama saat krisis,” kata Anin, yang mengawali karier di Salomon Smith Barney Inc., Wall Street, New York, ini.

Alhasil, kini Anin pun tampil bak Midas. Ia memiliki kemampuan untuk “mengubah” kondisi perusahaan, terutama di sisi finansial, dari yang semula carut-marut menjadi relatif lebih sehat. Ingat bagaimana Anin yang baru pulang dari AS, pada 2002, menerima jabatan sebagai presdir PT Cakrawala Andalas Televisi (Anteve) sekaligus warisan beban utang Rp1,4 triliun, dengan Rp1,2 triliun di antaranya adalah utang kepada kreditur. “Saya teringat nasihat kakek, ‘Kalau memiliki utang dan kita tak berani menunjukkan muka kita, apa lagi yang mau kita unjukkan?’ Itu sebabnya, saya berani untuk datang dan duduk bareng kreditur sambil menjelaskan ini utang kami dan ini aset kami,” urai Anin.

Agar tidak harus merestrukturisasi utang dengan kreditur satu per satu, yang bakal memakan waktu lama, Anin menempuh skema Penundaan Kewajiban Pembayaran Utang (PKPU) di Pengadilan Niaga Jakarta, pada April 2002. Dua bulan kemudian, Anteve berhasil memenangkan rencana perdamaian dengan para kreditur sehingga selamat dari likuidasi. Selain Anteve, ia juga berhasil mentransformasi Ratelindo menjadi Esia dan memoles Lativi menjadi TVOne.

Menurut D. Ganjar Sidik, managing partner PT Data Consult, sebuah perusahaan yang bergerak di bidang riset perusahaan, konglomerasi generasi ketiga memiliki perbedaan pola yang mendasar dari pendahulunya. Menurut Ganjar, konglomerat generasi pertama adalah tipikal pedagang, sedangkan konglomerat generasi kedua senang mendirikan perusahaan untuk ekspansi. Adapun konglomerat generasi ketiga memiliki pola berekspansi lewat lembaga keuangan. “Mereka ini gemar membeli saham di sejumlah perusahaan. Ini membuat langkah mereka sebagai konglomerasi gaya baru tidak mudah untuk dicermati,” kata Ganjar.

Hanya saja, Ganjar mengatakan bahwa saat ini ada kecenderungan konglomerasi mulai fokus ke beberapa bisnis inti (core business) saja, tidak terlalu banyak seperti di zaman Orde Baru. Ini sesuai dengan yang dikatakan Erwin Aksa, CEO Grup Bosowa. “Kami kini fokus pada core business saja, yakni semen, properti, penjualan mobil, dan pembangkit listrik. Untuk agroindustri, kami akan tahan dulu karena harga sedang tidak stabil,” tegasnya.

Kendati bergelimang kemudahan, para pangeran bisnis ini tidak lantas mau begitu saja menerima tongkat estafet dari orang tuanya. Beberapa di antaranya justru memilih mandiri dengan mendirikan imperium bisnis sendiri, seperti Dian Muljadi, putri Kartini Muljadi (Grup Tempo Scan Pacific), yang membangun Grup Mugi Rekso Abadi bersama sang suami, Adiguna Sutowo. Dan ternyata, dari Grup Salim, ada dua cucu Om Liem—Francisca Liem dan Ronald Liem—yang enggan membesarkan bisnis keluarga. Mereka justru memilih untuk membesarkan usaha sendiri. Francisca dengan Hermes Boutique, sedangkan Ronald dengan Prestige Indonesia, majalah lisensi asal Singapura. Well, hidup itu memang penuh pilihan.

ARI WINDYANINGRUM, D. UTAMI WARDHANI, DAN MARTHAPURI DWI UTARI
( redaksi@wartaekonomi.com )

Tulisan ini dikutip dari majalah Warta Ekonomi edisi 07/XXI/2009, halaman 76-77. Judul asli tulisan ini adalah “Konglomerat Generasi III: Selamat Datang Para Pangeran Bisnis”

Mei 29, 2009

buktikan: tukh kan BISA, ayo AKDO …lanjutkan.. he3

Filed under: GLOBAL ECONOMY — bumi2009fans @ 6:25 pm

India’s GDP grows faster than expected
By Amy Kazmin in New Delhi ft
Published: May 29 2009 06:49 | Last updated: May 29 2009 13:09
India’s economy grew a better-than-expected 5.8 per cent in the first three months of 2009, a performance that could ease pressure on the newly-installed government of Prime Minister Manmohan Singh for more fiscal stimulus and industrial rescue packages.

The quarter’s growth was significantly slower than the 8.6 per cent expansion achieved during the first three months of 2008. India’s manufacturing sector, hard hit by slumping demand, fared particularly poorly, contracting by 1.4 per cent from the same period last year.

The positive figures, propelled partly by the government’s aggressive fiscal stimulus measures, as well as strong growth in construction, financial services and agriculture, sent India’s stock market soaring.

“It’s a surprise on the upside,” said Tushar Poddar, an economist with Goldman Sachs. “The economy never really slowed down as dramatically as expected, though fiscal stimulus had a lot to do with it. Government spending has increased quite a lot.”

India’s Central Statistical Organisation also revised its figures for December quarter growth, bumping the rate up to 5.8 per cent from a previous 5.3 per cent.

Mr Poddar said stronger growth figures would allow the government to shift focus from trying to spur growth to the urgent task of reducing its massive budget deficit. India’s deficit has soared over the last year to around 6 to 7 per cent of GDP, nearly double the target of 3 per cent of GDP.

“This suggests that maybe you don’t need more stimulus – maybe you want to start thinking how to get your fiscal house in order,” he said. “I would say that fiscal consolidation should be the order of the day.”

When the global financial crisis hit, Indian policy-makers initially trumpeted their ability to escape the turmoil largely unscathed. However, growth during the just completed financial year slowed to 6.7 per cent, below government forecasts of around 7 per cent, and sharply down from the 9 per cent expansion in 2007-8.

Still, during the first three months of the 2009, India’s economy was boosted by an improved performance in agriculture, which grew 2.7 per cent, in contrast to the 0.8 per cent contraction recorded the previous quarter

Other sectors thought to be badly affected by the slowdown also fared better than was realised in recent months. From January to March, construction grew around 6.8 per cent – almost the same pace as the same period last year. Hotels, transport and communication grew 6.3 per cent, while financing, real estate and insurance grew 9.5 per cent.

However, social spending – which is mostly accounted for by government spending – increased most rapidly, expanding 12.5 per cent.

With Mr Singh’s new Cabinet due to unveil its first post-election budget in the coming weeks, Sandeep Chhajed, an analyst at Elara Capital, said the GDP figures would “reduce the pressure on the government” to resort to further fiscal stimulus measures.

Mr Poddar said India still had a long way to go to return to the rapid growth it registered prior to the crisis. Reduced interest rates had helped, he said, but further easing of rates would help.

“The issue now is how soon can the private sector pick-up, especially investment, which is a key driver of growth,” said Mr Poddar. “There is still nascent demand from infrastructure, from affordable housing. Those are big areas of demand.”

buktikan: ayo KALO NEKAT, bole dah…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 6:22 pm

Searching For Entrepreneurship in Japan
Chana R. Schoenberger, 05.29.09, 8:30 AM ET ft.com
TOKYO — Japan’s entrepreneurs, scarce and poorly-funded, need to grow their ranks and make their companies globally competitive before they can help the country claw its way out of the economic downturn, professors and venture capitalists told a conference here today.

Researchers from Stanford University’s Program on Japanese Entrepreneurship came to the University of Tokyo for a symposium that brought some of the precious few disbursers of funding for startups together with some well-established business leaders.

Statistics show Japanese entrepreneurship is bleak. Although the country is the world’s second-largest economy, it has generated only $3 billion a year, on average, in venture funding, for about 3,000 investment deals annually. Venture funds here typically eke out internal returns of just 4%. Even the Japanese government, which traditionally bolsters industries until they can stand on their own, has not been able to spark a more welcoming environment for Japanese startups. “Up until now, policies to support ventures have not been that successful,” says Kazuhiko Toyama, chief executive of Industrial Growth Platform.

In the U.S., by comparison, startups get funding to the tune of $30 billion a year over deal volume of about 4,000 investments. Silicon Valley’s venture funds and their compatriots enjoy returns three to four times higher than Japanese funds.

But several researchers and executives said this disparity may shrink as a political and regulatory climate shift that began in the late 1990s continues.

Ulrike Schaede, a professor at the University of California at San Diego, points to some three dozen Japanese entrepreneurs who have hit it big, including recent examples like Rakuten founder Hiroshi Mikitani, the country’s seventh-richest person, with a net worth of $3.6 billion from his Internet retail portal.

Those company founders and their lesser-known brethren are crucial if Japan wants to halt its downward economic slide, says Robert Eberhart, now a Stanford researcher, who spent eight years in Japan running a venture-backed wine distributor that he founded. “Entrepreneurship will have to make a significant impact,” he says. “I think entrepreneurship happens first and then capital follows.”

Any resurgence of entrepreneurship in the land that spawned long-ago startups like Toyota, Sony, and Toshiba will depend on a change in the way Japanese businesspeople think about new companies. Yoko Ishikura, a strategy professor at Hitotsubashi University, notes that the country has to stop being afraid of dealing with the outside world, an orientation that often relegates Japanese companies to serving only their shrinking domestic market. Companies fear “the loss of competitive advantage if we open up, so we get into this vicious cycle of internal orientation.”

The recession may force these changes. Already, the lifetime-employment system that guaranteed a worker his job from college graduation all the way through retirement is crumbling under the pressure of layoffs, a too-strong yen, and tanking exports. If venture capital funds would only start investing more money into new companies, perhaps more of these corporate castoffs would start their own firms.

buktikan: tenang… masih ada 96% kok… he3

Filed under: GLOBAL ECONOMY — bumi2009fans @ 6:17 pm

World income seen to decline by 3.7%
By Harvey Morris at the United Nations
Published: May 28 2009 02:54 | Last updated: May 28 2009 02:54 ft.com
World income is likely to decline by 3.7 per cent this year on a per capita basis as a result of a global financial crisis that had disproportionately affected livelihoods in the developing world, a team of United Nations economists said on Wednesday.

In a mid-year update on economic prospects for 2009, the economists revised downward an already pessimistic scenario published in January and warned there were “no green shoots to be seen which could signal beginnings of a new spring”.

The team, led by Rob Vos of the UN’s department of economic and social affairs, estimated the world economy would shrink by 2.6 per cent this year. While a mild recovery was possible next year, “risks remain on the downside”.

The report said the spillover of the financial crisis from the developed world had left developing countries, heavily reliant on private capital inflows, particularly vulnerable. It noted that the sharpest drop was in bank lending to emerging economies where inflows of about $400bn in 2007 would turn into a net outflow this year.

It noted there were no international bond issues by African countries in 2008 as a result of the credit crunch and that Kenya, Nigeria, Tanzania and Uganda had all cancelled plans to raise funds in the capital market.

Countries that accumulated large foreign reserves as a safety net were now seeing those funds evaporate. In 2008, developing country reserves totalled $4,000 bn but by this year the reserves of some low-income countries had dropped to below a critical level equal to less than three months of imports.

The authors of the report said recovery would depend on the level of international co-ordination on stimulating the world economy. “We’ve seen a lot of action going on,” Mr Vos said on Wednesday, “but if we want a sustainable way out of this crisis much more has to be done”.

The report echoed recent calls for a UN Global Economic Council to be set up to provide co-ordinated response to global challenges “and set the world on a new but sustainable development path”.

The economists said the prospect that recovery would begin in the second half of 2009 looked increasingly unlikely. It would depend on problems in the financial markets being resolved by mid-year and fiscal stimulus measures taking visible effect during the year. “By May 2009, such conditions were far from present,” the report said.

buktikan: perbaikan, pemulihan, PEMANIAKAN…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 6:04 pm

U.S. Stocks Face Manic Future
Steve Schaefer, 05.29.09, 12:50 PM ET
A spring rally has Wall Street sitting well above its worst levels of the current recession, but even if a new bull market has dawned, the climb will not be unchecked. Buy- and sell-side sources predict the advance will be tested and opportunities will surface for investors that are kicking themselves for missing the latest rally.

Citigroup’s chief U.S. equity strategist Tobias Levkovich says recovery for U.S. equities “may be marked by powerful rallies and meaningful pullbacks,” as was evident when the market fought to pull out of previous recessions in the 1930s and 1970s. Early in May, Levkovich said the likelihood of reduced volatility and attractive valuations sets up nicely for equity market strength, making stocks cheap relative to some bonds.

The prime buying opportunity may have passed — Citi sees less potential for major gains in the short-term after investors seized on the rock-bottom valuations of early March — but Levkovich could see another 10% to 15% gain for the rest of 2009.

That advance will not come easily though. He expects that market has some room to run over the summer, typically a period of choppier trading and lighter volumes, but could be in store for a reality check when analysts and traders shift their focus to 2010 after Labor Day.

The investment community will begin to focus on 2010 earnings estimates late in the third quarter, when there should be some more conviction around the economic outlook, Levkovich said, adding that by then analysts will have to reevaluate their projections for the economy and the impact on the bottom line for corporate America.

Levkovich counsels a long view, proposing that the rallies and pullbacks he mentioned may last for months, not necessarily days or weeks. He expects a moderate gain through the summer, but the market’s current pace — the S&P 500 is up more than 35% from its March low — is probably not sustainable without a few hiccups.

Lawrence Creatura, a portfolio manager at Federated Investors, agrees, predicting a period with repeating waves of hope and pessimism. “It’s part of the natural cycle of repair and recovery,” Creatura said.

Times like these also illustrate the benefits of dollar-cost-averaging, a strategy of investing a certain amount into the market at fixed intervals. “It eliminates the emotional anchor that investors latch onto a single stock price or level,” Creatura said, which can often cause exaggerated reactions to market movements.

The March-May rally was built on the tangible data points found in first-quarter corporate earnings reports, Creatura said. It was no accident that there were hefty returns as the reports came in. Now, as the market enters a relative vacuum of corporate activity until second-quarter numbers come out in July, the focus will turn to economic data.

To date, the economic reports have shown second derivative improvement; essentially they have been “less bad” rather than “good.” Investors have been satisfied with those type of “glass half full” reports to this point, Creatura said, thanks to the slightly better-than-expected earnings period. But in the corporate vacuum of the next couple of months, the economy may need to show some real signs of breaking out of the recession for investors to stay on board.

One potential problem is in the geopolitical arena, and Levkovich points to events like North Korea’s recent missile tests and the worries over the possibility of protectionist policies as the types of challenges the market will face.

buktikan: euro 1.41… rupiah…

Filed under: GLOBAL ECONOMY — bumi2009fans @ 5:32 pm



US economy contracts at rate of 5.7%
By Alan Rappeport in New York
Published: May 29 2009 14:20 | Last updated: May 29 2009 15:35
The US economy continued to contract in the first quarter of this year, but at a slower pace than previously thought, as the pain of the recession spread from consumers to businesses in the face of eroding global demand.

Revised commerce department figures showed on Friday that US gross domestic product declined by an annualised rate of 5.7 per cent in the first three months of the year, compared with last month’s estimate of 6.1 per cent. The decline was less severe than original projections due to slower liquidation of inventories and the narrowing trade gap.

The latest estimate fell short of economists’ expectations of a 5.5 per cent decline, but still marks an improvement from the fourth quarter contraction of 6.3 per cent, which was the sharpest since 1982.

A bright note in Friday’s report was a dramatic improvement in corporate profits, which surged by 3.4 per cent to $1,307bn in the first quarter after plummeting by 16.5 per cent in the fourth quarter. The rise was fuelled by a spike in financial sector income, which soared by 94.9 per cent, as companies slashed costs and cut jobs. Compared with the same quarter last year corporate profits were off by 18 per cent.

“Banks are clearly benefiting from being able to borrow at exceptionally low rates thanks to government intervention, which is showing up in their bottom lines,” said Richard Moody, chief economist at Forward Capital.

In spite of the improvement, Friday’s results show how far the US economy has fallen since the recession began in December 2007. The last six months have been the weakest such period in 51 years and the US economy has not contracted for three consecutive quarters since the first quarter of 1975.

During the first quarter plunging exports, business investment and the collapse of spending on non-residential construction continued to be a drag on the economy. Improved consumer spending has provided a lift to overall economic output, although consumption of non-durable goods was weaker than originally estimated and continues to be a point of concern as job losses keep climbing.

“Massive government stimulus and support efforts deserve credit for enabling the economy to avoid sinking into a deflationary abyss, but there is a considerable difference between avoiding calamity and enjoying recovery,” said Joshua Shapiro, chief US economist at MFR.

A recent stock market rally and improved consumer confidence, however, have raised hopes that Americans could begin to boost their spending. The Reuters/University of Michigan survey of consumer sentiment, also released on Friday, showed a rise from 65.1 in April to 68.7 in May, the highest level since last September. It hit a 30-year low of 55.3 in November.

Economists have also taken some hope from signs of stability indicating that the pace of the downturn may be slowing and that an aggressive array of stimulus measures will lift the economy out of the worst slump since the Great Depression sometime next year. Earlier this week a survey by the National Association of Business Economics said that the economy would emerge from the recession by the end of this year and predicted growth of 2 per cent next year.

Last Trade: 1.4129
Trade Time: 1:32PM ET
Change: 0.0195 (1.40%)
Prev Close: 1.3933
Open: 1.3932
Day’s Range: 1.3924 – 1.4171
52wk Range: 1.2329 – 1.6040
Bid: 1.4128
Ask: 1.4130

Last Trade: 10,285
Trade Time: 12:51PM ET
Change: 75 (0.72%)
Prev Close: 10,360
Open: 10,340
Day’s Range: 10,210 – 10,380
52wk Range: 9,020 – 13,200
Bid: 10,285
Ask: 10,290
Sabtu, 30/05/2009 07:31 WIB
Dolar AS di Posisi Terendah Sepanjang 2009 Atas Euro
Nurul Qomariyah – detikFinance

Foto: Reuters New York – Dolar AS merosot tajam hingga ke posisi terendahnya sepanjang tahun 2009 atas euro. Dolar AS kini kehilangan daya tariknya sebagai tempat berlindung terbaik seiring munculnya tanda-tanda perbaikan ekonomi.

Pada perdagangan Jumat (29/5/2009) di New York, euro menguat tajam ke posisi 1,4153 dolar, dibandingkan sebelumnya di posisi 1,3943 dolar. Euro sempat menguat ke 1,4168 dolar, yang merupakan titik tertingginya sejak 30 Desember.

Atas mata uang Jepang, yen, dolar AS juga merosot ke posisi 95,29 dari sebelumnya di 96,77 yen.

Reaksi pasar itu terjadi setelah data menunjukkan bahwa kontraksi ekonomi AS ternyata lebih rendah dari proyeksi semula. Negara-negara lain pun sudah mulai menunjukkan tanda-tanda perbaikan ekonomi,

Jepang bahkan melaporkan produksi industrinya naik 5,2% atau mencatat kenaikan terbesar sejak 1953. Demikian pula India yang masih mampu mencetak pertumbuhan ekonomi positif 5,8% pada kuartal I-2009.

“Laporan ekonomi dari India dan Jepang memberi sinyal bahwa yang terburuk dari resesi ekonomi mungkin berakhir,” jelas Al Goldman, analis dari Wachovia Securities seperti dikutip dari AFP, Sabtu (30/5/2009).

“Melemahnya dolar tidak dipicu oleh satu potong data atau berita namun kombinasi dari berbagai tekanan. Kita mulai melihat tanda-tanda yang lebih banyak dari stabilitas ekonomi AS dan dunia. Dan hal ini telah memberikan investor kepercayaan untuk keluar dari portofolio berdenominasi dolar AS yang dianggap aman, ke mata uang lain yang lebih berisiko dengan yield lebih tinggi,” urainya lagi.

Data menunjukkan bahwa perekonomian AS menyusut 5,7% pada kuartal I-2009, atau lebih baik ketimbang proyeksi sebelumnya yakni menyusut 6,1%.
(qom/qom)

buktikan: Rp secara teknikal sudah BULLISH… semoga …

Filed under: GLOBAL ECONOMY — bumi2009fans @ 3:53 pm

… kalo disimak dari grafik di atas… hampir setiap minggu selama 2 bulan terakhir selalu ditutup dengan penguatan dari 12300 ke 10300 … NAMUN FAKTOR BANK INDONESIA SEBAGAI STABILISATOR AMAT KUAT MENAHAN AGAR RUPIAH TIDAK MENGUAT LANGSUNG KE 9900… karena alasan mendukung ekspor dan supaya selisih harga beli BBM tidak jomplang sehingga menimbulkan persoalan distribusi lagi seperti 2007-2008 … TAPI TEKANAN PASAR GLOBAL, dengan menguatnya EURO di US$1,40 akan MEMBERI TEKANAN SANGAT SIGNIFIKAN TERHADAP KEBIJAKAN BI, karena akan SANGAT MAHAL BIAYANYA… apalagi kalo s/d $1,41-$1,42 per Euro… sulit dielakkan kalo itu terjadi … TAPI KALO NEKAT MENAHAN SUPAYA RP STABIL DI ATAS CEBAN, it’s very costly indeed … it’s up 2 the central bankers …

Last Trade: 10,250
Trade Time: 10:39AM ET
Change: 110 (1.06%)
Prev Close: 10,360
Open: 10,340
Day’s Range: 10,210 – 10,380
52wk Range: 9,020 – 13,200
Bid: 10,250
Ask: 10,265

Ekonomi Membaik, Yield SUN Turun
Penurunan yield disebabkan adanya respons terhadap kebijakan penerbitan global bond.
JUM’AT, 29 MEI 2009, 18:35 WIB
Hadi Suprapto, Nur Farida Ahniar

Rahmat Waluyanto (doc.daylife)
BERITA TERKAIT
Pemerintah Siap Terbitkan SPN Syariah
Pemerintah Meraup Rp 4,75 Triliun
Pemerintah Lelang Lagi Empat Seri SUN
Bapepam Akan Selidiki JP Morgan
Pemerintah Diharapkan Percaya Diri Pada SUN
Web Tools

VIVAnews – Yield surat utang negara semakin menurun, seiring membaiknya kondisi ekonomi dalam negeri dan sentimen luar negeri. Dari Februari hingga sekarang, penurunan Sertifikat Bank Indonesia sebesar 140 basis poin, dan Surat Perbendaharaan Negara (SPN), 330 basis poin.

Menurut Direktur Jenderal Pengelolaan Utang Departemen Keuangan Rahmat Waluyanto, penurunan yield itu disebabkan adanya respon dari pasar terhadap kebijakan penerbitan global bond sebesar US$ 3 miliar dan sukuk global sebesar US$ 650 juta, beberapa waktu lalu.

Selian itu, turunnya yield SUN itu juga karena kondisi dalam negeri yang stabil, Pemilihan Umum berjalan tenang, dan incumbent sebagai pemenang Pemilu memberikan persepsi ke pasar konsistensi kebijakan akan berjalan. “Faktor lain, situasi global yang membaik, dan kebijakan ekonomi moneter yang semakin baik,” ujarnya.

Penerbitan surat utang global membawa pengaruh positif karena memberikan kepercayaan atas pengamanan pembiayaan Anggaran Pendapatan dan Belanja Negara. Sedangkan untuk dalam negeri, akan menimbulkan persepsi pemerintah tidak akan membanjiri pasar dalam negeri dengan menerbitkan SUN rupiah, karena pembiayaan APBN sudah terpenuhi.

Dia menolak anggapan penerbitan obligasi internasional itu membuat benchmark obligasi dalam negeri tinggi. Hal itu ditunjukkan dengan penerbitan obligasi yang marak.

Berdasarkan data Bursa Efek Indonesia, target penerbitan obligasi tahun ini sebesar Rp 15 triliun. Saat ini target itu sudah terlampaui sebesar Rp 18 triliun. “Pefindo mengatakan saat ini aplikasi rating, sudah di atas Rp 20 triliun,” katanya.

• VIVAnews
… ini salah bukti BETAPA PERKASANYA RUPIAH… kenapa? karena KALO ASING SAMA SEKALI TIDAK PERCAYA PADA RUPIAH, HOT MONEY MEREKA SAMA SEKALI TIDAK AKAN MEMBELI APA PUN PORTOFOLIO RUPIAH, termasuk SUN/OBLIGASI BANK INDONESIA … dengan aliran dana DAHSYAT ASING, MAKA SEKETIKA HARGA BELI SUN/OBLIGASI ITU LANGSUNG MENJADI MAHAL aka tinggi, tapi YIELDSnya menjadi RENDAH … begitu mekanismenya … lalu kenapa kalo RUPIAH DISERBU, KOK RUPIAH TIDAK MENGUAT SEKALI… ya, itu, INVISIBLE HAND BANK INDONESIA MEMBELI TERUS US DOLLAR DARI PASAR GLOBAL UNTUK MENGIMBANGI ARUS MASUK BELI RUPIAH … sehingga ekuilibrium nilai tukar rupiah ke us dollar bisa STABIL DI ATAS 10200 …

catatan gw: hot money saat pilpres adalah sebuah PERTANDA gerakan rahasia sedang terjadi di lingkungan publik indonesia … untuk kepentingan siapa… GA TAU AKH GLAP…
28/05/2009 – 16:18
BI : Penurunan Bunga Deposito Terbesar
Akhirul Anwar

Miranda Goeltom
(inilah.com /Raya Abdullah)
INILAH.COM, Jakarta – Suku bunga deposito menunjukkan penurunan suku bunga yang paling besar sebagai dampak dari penurunan BI rate ke posisi 7,25% pada awal Mei ini.

Hal tersebut dikatakan Pjs Gubernur BI, Miranda Goeltom merangkap Deputi Gubernur Senior BI dalam rapat kerja BI dan Menkeu di Komisi XI DPR RI, Kamis (28/5). “Penurunan BI rate telah direspon meski dalam tingkat yang terbatas,” katanya.

Menurutnya, periode desember 2008 – April 2009 suku bunga deposito rata-rata tertimbang terutama bank asing turun 171 bps. Namun respon terhadap suku bunga kredit belum signifikan yakni turun 38 bps.

Sementara untuk kredit modal kerja periode tersebut turun 40 Bps. Tapi berbeda dengan yang lain, kredit konsumsi justru malah meningkat 86 bps.

Secara rata-rata tertimbang suku bunga yang diberikan perbankan kepada konsumen yakni kredit investasi 11%, modal kerja 14,8% dan kredit konsumsi 16,5%.

“Hal ini terjadi karena suku bunga kredit masih kaku dan tidak mengikuti BI rate,” katanya. [hid]
Morgan Stanley: Akhir Tahun, Dollar AS Bakal Keok Lagi

JUMAT, 29 MEI 2009 | 15:21 WIB
HONGKONG, KOMPAS.com — Morgan Stanley meramalkan, pergerakan dollar AS akan terus mengalami pelemahan sekitar 10 persen lagi pada akhir tahun ini. Kondisi tersebut akan mendorong trader untuk lebih memburu yuan China yang belakangan menunjukkan tren penguatan.

“Jika para pelaku pasar mulai memercayai keoknya dollar AS secara drastis, akan muncul pertanyaan tentang kestabilan patokan mata uang dollar. Adanya kenaikan dalam arus modal pada kondisi saat ini akan terus mendorong posisi yuan,” kata tim Morgan Stanley yang dipimpin oleh Yilin Nie dalam hasil risetnya yang dirilis kemarin.

Asal tahu saja, Dollar Index yang mengukur pergerakan harga dollar terhadap euro, yen, poundsterling, franc Swiss, dollar Kanada, dan krona Swedia melorot 3,7 persen pada minggu lalu. Pelemahan tersebut diakibatkan adanya kekhawatiran penurunan kredit rating AS yang saat ini di level AAA akibat penjualan obligasi yang menembus rekor.

Morgan Stanley lantas merekomendasikan agar para investor membeli yuan China dan dollar Hongkong ke depannya. Sebab, kedua mata uang ini pergerakannya cukup stabil, bahkan cenderung menguat.

Asal tahu saja, China memang terus menjaga apresiasi yuan sejak Juli lalu untuk mendiring tingkat ekspornya. Kebijakan tersebut dilakukan setelah tingkat pertumbuhan ekonomi China mengalami perlambatan menjadi 6,1 persen pada kuartal pertama lalu. Ini merupakan yang paling lambat dalam satu dekade terakhir.

Selain kedua mata uang tersebut, Morgan Stanley juga memberikan rekomendasi untuk membeli yen, dollar Kanada, dan krona Norwegia dibandingkan dollar. (Barratut Taqiyyah/Kontan)
Jumat, 29/05/2009 17:35 WIB
Total Penerbitan SUN 2009 Capai Rp 93 Triliun
Wahyu Daniel – detikFinance

Foto: Wahyu-detikFinance Jakarta – Hingga kini pemerintah telah menerbitkan SUN (Surat Utang Negara) gross baik konvensional maupun sukuk sebesar Rp 93 triliun di 2009.

Hal ini dikatakan oleh Dirjen Pengelolaan Utang Rahmat Waluyanto saat ditemui di kantornya, Jalan Lapangan Banteng, Jakarta, Jumat (29/5/2009).

“Target SUN gross 2009 adalah Rp 142 triliun saat ini sudah terealisasi Rp 93 triliun,” katanya.

Dijelaskan Rahmat, dari target SUN gross Rp 142 triliun, sebesar Rp 99,7 triliun tidak mendapatkan jaminan dari fasilitas pinjaman siaga (stand by loan) yang telah didapat pemerintah dari beberapa mitra multilateral dan bilateral.

“Sedangkan sisanya Rp 42,3 triliun didukung oleh penjaminan lewat stand by loan yang komitmennya telah didapat Rp 45 triliun,” jelas Rahmat.

Rahmat menegaskan dengan realisasi tersebut, pembiayaan defisit APBN 2009 sudah aman. “Kita sudah aman dari sisi penerbitan SUN, karena sisanya sudah dijamin pinjaman siaga, mudah-mudahan di Juni Rp 99,7 triliun sudah tercapai,” tukasnya.

(dnl/lih)
Midnight Sale Grand Indonesia Macetkan Sudirman-Thamrin

Jum’at, 29 Mei 2009 | 23:31 WIB

TEMPO Interaktif, Jakarta: Program Midnight Sale Grand Indonesia Shoping Town menyebabkan kemacetan di ruas Jalan Sudirman-Thamrin. Kemacetan yang terjadi sudah dirasakan sejak stasiun kereta api Dukuh Atas.

Antrian mobil yang masuk ke pusat perbelanjaan di komplek Hotel Indonesia Kempinsiki ini menyebabkan laju kendaraan ke arah Jalan Thamrin, Tanah Abang, dan Jalan Imam Bonjol Tersendat.

Seluruh area parkir yang terdapat disepuluh lantai Grand Indonesia penuh oleh mobil. Seorang security menyebut, kapasitas tiap lantai mampu menampung 100 mobil.

Program midnight sale ini berlangsung dari pukul 20.00 hingga 01 dinihari. Digelar dalam rangka penutupan Grand Opening Grand Indonesia SHoping Town. Ratusan tenant dari berbagai merek pakaian internasional papan atas menggelar diskon hingga 70 persen. “Semua ini untuk menservis pengunjung Grand Indonesia,” kata Teges, Senior Marketing Communication Manager Gran Indonesia SHoping Town kepada Tempo, Jum’at (29/5).

ERWIN DARIYANTO

buktikan: emas is A MUST (12)…

Filed under: EMAS or GOLD...ce'ileh... — bumi2009fans @ 5:58 am


Kamis, 28/05/2009 08:39 WIB
Investasi Emas Ala Antam
Indro Bagus SU – detikFinance
(liat juga:   http://ekonomitakseriuslagi.blogspot.com/2009/05/teruskanlah-emas-is-must-13.html)

(Foto: Reuters) Jakarta – Selain di toko-toko khusus penjualan perhiasan, peminat emas kini bisa membeli langsung logam mulia ini ke produsennya PT Aneka Tambang Tbk. Perusahaan BUMN ini menawarkan beragam investasi emas mulai 1 gram hingga jenis batangan yang kiloan.

Investasi emas sangat strategis untuk investasi jangka panjang. Emas juga dinilai lebih aman ketimbang valas dan saham karena tidak terlalu fluktuatif. Apalagi harga emas juga cenderung naik karena kebutuhan emas dunia yang terus meningkat.

Investasi emas juga paling praktis karena bisa dilakukan semua golongan mulai dari ibu rumah tangga, pekerja bergaji pas-pasan atau profesional karena emas bisa dibeli mulai dari 1 gram.

Namun investasi emas tidak cocok untuk jangka pendek seperti saham dan valas karena pergerakannya tidak seatraktif saham atau valas. Kenaikan harga emas cenderung pelan untuk jangka pendek.

Merespons tingginya animo masyarakat terhadap logam mulia, Antam sejak beberapa tahun terakhir telah membuka gerai khusus untuk pembeli ritel.

Gerai logam mulia Antam, merupakan salah satu pasar spot emas yang bisa digolongkan tempat yang tepat untuk melakukan transaksi emas.

“Kami menyediakan berbagai fasilitas transaksi emas,” ujar VP Logam Mulia Antam, Tuti Kustiningsih saat ditemui detikFinance usai RUPS Tahunan Antam di kantornya, Jakarta, Rabu (27/5/2009).

Tuti mengatakan, gerai logam mulia Antam menerima transaksi emas mulai dari 1 gram hingga kiloan. Secara umum, kategori transaksi emas Antam digolongkan menjadi dua.

“Pertama, small bar. Kedua, kilo bar,” jelas Tuti.

Ia memaparkan, kategori small bar adalah emas yang memiliki berat mulai dari 1 gram hingga 100 gram. Sedangkan untuk emas yang memiliki berat mulai dari 1 kilogram ke atas disebut kilo bar.

“Kami menyediakan komoditas emas batangan sampai perhiasan, seperti cincin, liontin dan sebagainya. Semua bisa ditransaksikan di gerai kami,” ujar Tuti.

Transaksi emas di gerai Antam menjadi cukup likuid. Rata-rata volume transaksi emas Antam mulai dari 5-20 kilogram per hari. Nilai transaksinya sekitar Rp 500 jutaan per hari.

“Itu untuk yang ritel. Kebanyakan pelaku transaksi emas harian di gerai kami memang ritel. Tapi sekali dua kali seminggu ada juga yang sekali transaksi mencapai puluhan sampai ratusan kilogram,” ujarnya.

Tuti mengatakan, investasi emas cukup diminati karena memang nilai emas cenderung mengalami kenaikan. Meski demikian, Tuti mengingatkan investasi emas memiliki karakteristik berbeda dengan investasi pasar modal.

“Investasi di emas jangan seperti investasi saham yang cenderung untuk jangka pendek. Investasi emas cocok untuk investasi jangka panjang, karena untuk jangka panjang tren harga emas terus naik,” ujar Tuti.

Menurut Tuti, bagi investor yang memiliki karakteristik mengejar marjin jangka pendek kurang cocok main di komoditas emas.

“Karena untuk jangka pendek, marjinnya tipis. Namun untuk jangka panjang, investasi emas sangat menarik karena harga cenderung bertahan namun trennya terus naik,” jelas Tuti.

Nah, bagi anda yang tertarik investasi emas di gerai Antam, caranya tidak sulit. Anda cukup datang dan melakukan transaksi langsung di tempat.

“Langsung datang saja ke gerai kami, langsung bisa transaksi. Nanti akan mendapat sertifikat London Bullion Market Association (LBMA),” ujar Tuti.

Untuk transaksi tunai, Antam membatasi nilai transaksi maksimal sebesar Rp 50 juta dengan alasan keamanan.

“Maksimal transaksi tunai Rp 50 juta. Ini untuk alasan keamanan. Kalau transaksi tunai nilainya lebih dari itu, kan secara keamanan lebih berisiko,” jelasnya.

Kendati demikian, Tuti melanjutkan, pelaku transaksi bisa melakukan transaksi dengan menggunakan kartu debit, kartu kredit atau menggunakan fasilitas transfer bank untuk pembayarannya.

“Jadi sebenarnya tidak perlu bawa tunai. Bisa transfer juga kok,” ujarnya.

Antam kini juga sedang menjajaki melakukan kerjasama memberikan fasilitas investasi emas dengan beberapa bank seperti Bank Syariah Mandiri, HSBC dan BRI Syariah.

“Jadi nanti pemilik rekening di bank-bank tersebut bisa langsung mengubah dananya di rekening masing-masing menjadi emas, tanpa harus datang langsung ke gerai. Namun ini masih penjajakan,” ujarnya.

Gerai emas Antam juga menyediakan fasilitas penitipan emas yang ditransaksikan. Tujuannya agar pelaku transaksi tidak perlu repot-repot membawa emas yang akan ditransaksikan di sana.

“Kami punya tempat penyimpanan emas. Misalnya seperti ini, jika seseorang melakukan pembelian emas di gerai kami untuk tujuan investasi, ia tidak perlu membawa pulang emasnya, sehingga ketika ia ingin menjual emasnya karena harga sudah naik, ia bisa melakukan penjualan tanpa perlu membawa emasnya,” papar Tuti.

Tertarik investasi emas di Antam, Anda bisa datang langsung ke:

PT Antam Tbk, Unit Bisnis Pengolahan dan Pemurnian Logam Mulia

Jl. Pemuda – Jl. Raya Bekasi KM.18
Pulogadung, Jakarta 13210
Tel. (62 21) 475 7108
Fax. (62 21) 475 0665

Unit Bisnis Pengolahan dan Pemurnian Logam Mulia Surabaya

Jl. Genteng kali 67 B
Surabaya
Tel. (62 31) 5491868; 5491723
Fax. (62 31) 5357480
(dro/ir)

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