Exit Strategy 2010 in US

February 12, 2010

The global financial crisis in the late 2008 had pushed government in several countries to implement economic stimulus package (both fiscal and monetary). And this stimulus worked quite well. The world begins to have a positive economic growth in Q3 2009. The cost for this stimulus package unveiled from the second half of 2008 to the first quarter 2009 by about 50 countries totaled approximately USD3 trillion. This is equivalent to about 4.9% of world’s GDP in 2008. Then the question arises: when will this stimulus is stoped? Since the government wouldn’t able to support the stimulus because of the national budget issue. This is what we called the exit strategy. Read the rest of this entry »


Asian Indices Correlation – Revisited

February 10, 2010

This writing is actually an extended version from this previous one. This time I try to analyze with a more broad time period (from 2005 – 2009). I will not explain more detail because basically it has the same idea from the previous writing except I used a broader period of time. So here’s the summary I got: Read the rest of this entry »


Indonesia Mutual Fund Industry – a little research

February 5, 2010

Recently I made a little research about the Mutual Fund industry in Indonesia. But since the public data is very very hard to collect, the research is far from comprehense and sharp analytic one. If you want to read you can download the file here.

I’d like to hear some input from you. Thank you.

PS. The research is in Bahasa Indonesia