Coal Demand & Supply

On an article in Bisnis Indonesia today, the coal price is facing pressure due to demand reduction from China and India. But does this demand reduction is a material one? Since we can’t find the exact data on how many tones does the demand reduced, we try to look at another data.

Indonesia Economic Cycle

A few days ago I’ve just found an interesting stuff from Google. It was Google Public Data! I was very delighted that finally someone made people easy to access the economic data. I found myself hard to collect those historical data before, especially when I need to make some analysis work. Eventhough the data provided is very limited, I hope someday Google will add with a more comprehensive one.

Exit Strategy 2010 in US

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.

Indonesia Mutual Fund Industry – a little research

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