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World Economic Saviors
The giant Indonesia, with 250 million people and huge commodity resources, especially in the areas of tropical agriculture and energy, is expected to grow 6.5% this year and 6.3% next year. I'd back Indonesia against any of the BRICS right now - it's much better run with a smaller government and less corruption. Finally, Malaysia, which has both commodity wealth and a major, highly skilled manufacturing sector, is expected to grow at 4.5% this year and 4.4% next year. All of these countries, with the exception of Singapore, are in a global sweet spot income-wise. Their wage costs are not as high as in the United States, Europe, and Japan, which may be a major cause of those countries' malaise. At the same time, they're rich and well-managed enough to have decent systems of governance and property rights - even Indonesia is not the kleptocratic pit it used to be. Illuminating Investments For investors new to the region, the best bet is the exchange-traded funds (ETFs) devoted to each country, as few local companies have American depository receipts (ADRs) listed in New York. Here are five possibilities: The iShares MSCI Singapore Index Fund (NYSE: EWS) has net assets of $1.71 billion, a price/earnings (P/E) ratio of 5.5 and an attractive yield of 4.21% -- it's primarily concentrated in financial and real estate sectors. The iShares MSCI Malaysia Index Fund (NYSE: EWM) has net assets of $980 million and a slightly higher P/E ratio of 3.92. It gives you substantial exposure to plantations companies, which benefit greatly from rising agricultural prices. The iShares MSCI Thailand Investible Market Index Fund (NYSE: THD) at $632 million is smaller and less diverse - its top holdings are the local telecoms company and a cement company. Finally Indonesia, the largest economy of the four, is the focus of the Market Vectors Indonesia Index (NYSE: IDX), which has $700 million in assets and is focused on the largest Indonesian companies, has too much bank exposure for my liking. You may alternatively want to look at an actively managed fund, the Aberdeen Indonesia Fund (AMEX: IF), which has been in business since 1990 and has a more balanced portfolio. News Source: Global Investing Strategist, Money Morning (by Martin Hutchinson)
TENTANG AKHYARI HANANTO
I began my career in the banking industry in 1997, and stayed approx 6 years in it. This industry boost his knowledge about the economic condition in Indonesia, both macro and micro, and how to unders ... Lihat Profil Lengkap