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keburukan euro berdampak buruk sedikit pada Rp … 240310

March 24, 2010

… imbas krisis Yunani dan laju utank Inggri$ telah menyebabkan euro dan poundsterling anjlok terhadap U$… anjloknya mata uang eropa ini telah memicu permintaan US$ sehingga Rp tiarap sedikit dan sejenak …
24/03/2010 – 18:40
Rupiah Tertekan Laju Utang Inggris
Ahmad Munjin

(inilah.com)
INILAH.COM, Jakarta – Penguatan indeks saham tak mampu diikuti rupiah. Cepatnya laju utang Inggris dan belum adanya penyelesaian konkrit Uni Eropa atas krisis Yunani menjadi pemicunya.

Kurs rupiah di pasar spot valas antar bank Jakarta, Rabu (24/3) ditutup melemah tipis 5 poin (0,054%) terhadap dolar AS menjadi 9.115/9.125, ketimbang posisi kemarin di level 9.110/9.125. Berdasarkan data Bloomberg pukul 17.00 WIB rupiah melemah 12,25 poin (0,13%) menjadi 9.127 per dolar AS.

Ariston Tjendra, periset dan analis PT Monex Investindo Futures mengatakan, koreksi tipis rupiah hari dipicu oleh dominasi dolar AS terhadap mata uang utama. Namun, penguatan indeks saham 53,99 poin (1,98%) menjadi 2.774,85 berhasil menahan pelemahan rupiah lebih jauh. “Karena itu, rupiah hanya melemah terbatas ke level 9.115/9.125,” katanya kepada INILAH.COM, di Jakarta, Rabu (24/3).

Menurutnya, penguatan dolar AS dipicu laju utang Inggris yang lebih cepat dari Yunani. Utang negara persemakmuran itu membengkak menjadi 12,8% terhadap PDB 2009-2010. Ketimbang krisis Yunani yang hanya 12,7%. Akibatnya, poundsterling pun melemah. “Jadi, kejadiannya bisa-bisa seperti Yunani, sehingga memicu penguatan tajam dolar AS,” timpalnya.

Hal ini membuat pemerintah Inggris pada Februari lalu harus meminjam dana sebesar 4,3 miliar poundsterling. Ini berarti, Inggris membuat utang per menitnya sebesar 97.199 poundsterling.

“Angka ini sangat mengejutkan setelah masa terburuk Treasury yang pernah terjadi di Januari,” katanya.

Di sisi lain, sentimen Eropa terkait Yunani juga masih mengangkat dolar AS. Pada 24-25 Maret ini, Konferensi Tingkat Tinggi (KTT) Uni Eropa akan membahas penyelesaian masalah defisit fiskal Yunani. “Namun, pasar melihat belum ada penyelesaian yang kongkrit dari Eropa atas masalah itu,” ujarnya.

Uni Eropa meminta IMF untuk membantu Yunani. Tapi pasar ragu langkah itu akan berhasil. Karena itu, pasar melakukan aksi profit taking atas mata uang gabungan negara-negara Eropa (euro) dan pounsterling. “Karena itu, dolar AS menguat hari ini,” ucapnya.

Terhadap euro, dolar AS menguat ke level US$1,3380 dari sebelumnya US$1,3501 per euro. Begitu juga terhadap poundsterling. Dolar AS menguat ke level US$1,4971 dari sebelumnya di kisaran US$1,5010.

Ariston mengatakan, ketika kondisi investasi negara-negara maju di Eropa memburuk, investor mengalihkan investasi portofolio mereka ke aset-aset di emerging market, termasuk Indonesia. “Karena itu, rupiah tidak terlalu melemah seperti mata uang yang lain,” timpalnya.

Dilihat dari grafiknya, rupiah masih bergerak di kisaran support 9.100. Karena itu, penguatan rupiah sebenarnya masih terjadi. Hal ini terbantu juga oleh penguatan indeks saham akibat peralihan investasi itu. Invstor melakukan carry trade dari dolar AS ke rupiah. “Artinya, aliran dana asing berhasil menopang rupiah,” pungkasnya.

Nilai tukar rupiah sore ini terpantau ditransaksikan pada level 8.369 terhadap dolar Australia, di angka 12.280 terhadap mata uang gabungan negara-negara Eropa (euro), dan posisi 6.504 terahdap dolar Singapura. Sementara itu, mata uang kawasan mendominasi penguatan terhadap dolar AS.

Hanya lima mata uang yang menguat. Yen Jepang turun 0,77% ke angka 91.105, dolar Singapura terkoreksi 0,24% ke posisi 1.404, won Korsel terdepresiasi 0,07% menjadi 1.137, yuan China terjungkal 0,005% ke angka 6.826, dan baht Thailand melandai 0,07% terhadap dolar AS ke posisi 32.355.

Selebihnya, mata uang kawasan menguat. Dolar Hong Kong naik 0,005% menjadi 7.761, dolar Australia terangkat 0,37% ke level 0.915, dolar New Zealand terapresiasi 0,49% ke angka 0.704, dolar Taiwan terdongkrak 0,09% ke posisi 31.800, peso Filipina menggeliat 0,08% menjadi 45.550, ringgit Malaysia siuman 0,005% ke level 3.317, dan rupee India merangkak naik 0,0001% ke level 45.595 per dolar AS. [ast/mdr]
Associated Press
Greek, Portugal debt fears stalk European markets
By PAN PYLAS , 03.24.10, 07:45 AM EDT

LONDON —

European stock markets gave up early gains Wednesday and the euro slid to a fresh ten-month dollar low amid concerns that the International Monetary Fund will be called in to bail out Greece. Portugal’s debt was downgraded, adding to concerns about the government debt woes afflicting Europe.

The FTSE 100 index of leading British was down 28.42 points, or 0.5 percent, at 5,645.21 while Germany’s DAX fell 39.05 points, or 0.7 percent, at 5,978.22. The CAC-40 in France was 35.83 points, or 0.9 percent, lower at 3,916.72.

Wall Street was also poised to open lower – Dow futures were down 33 points, or 0.3 percent, at 10,795 while the broader Standard & Poor’s 500 futures fell 5.2 points, or 0.4 percent, to 1,164.40.

European stocks had started the day off fairly brightly following big gains on Wall Street and a general advance in Asia, but the ongoing woes afflicting the single European currency soon paid to that.

The euro was 1 percent lower at $1.3357, having earlier fallen to $1.3345, its lowest level since last May.

“The euro is regarded as the ‘sick animal’ in the foreign exchange market and given the deflationary policy settings in the eurozone which guarantee deflation and economic slump then it is no surprise that the euro is weakening,” said Neil Mackinnon, global macro strategist at VTB Capital.

The main reason behind the euro’s weakness has been mounting expectations that the Washington, DC-based IMF may get involved in any financial rescue package that may emerge for Greece, following Thursday’s meeting of EU leaders. Greece wants to borrow money at a cheaper rate than it has been able to recently and an IMF backstop may help it do so. IMF involvement would be a negative for the eurozone by highlighting the inability of eurozone governments to deal with the Greek debt crisis on their own.

Further weighing on the euro and general sentiment towards Europe was the news that Portugal’s sovereign debt has been downgraded by the Fitch credit rating agency.

Fitch said that Portugal’s prospects for recovery are weaker than its peers in the eurozone, adding that this will put pressure on public finances over the medium term.

As a result, the agency has lowered its rating on the country by one notch to AA-. Despite the downgrade, Portugal’s debt is still considered investment grade, though Fitch says the outlook remains negative.

Fitch said the Portuguese government has to implement “sizeable” budget measures to meet its target of getting its deficit to 3 percent of national output by 2013.

“Today’s downgrade of Portuguese government debt by the rating agency Fitch is another reminder that the eurozone’s fiscal problems are not limited to Greece,” said Jennifer McKeown, senior European economist at Capital Economics.

“Portugal is clearly another of the eurozone’s peripheral economies that faces a long period of weak growth or even recession as public borrowing is reduced and it goes through a long and painful period of competitive adjustment,” said McKeown.

A key focus in Britain later will the pre-election budget statement from finance minister Alistair Darling.

Given that the statement is six weeks ahead of the widely anticipated general election date of May 6, analysts doubt anything substantial to deal with Britain’s own ballooning debt will be announced.

Jane Foley, research director at Forex.com, warned that Britain faced the “same fate” as Portugal “if the budget is not repaired” some time after the general election.

The British pound was down too Wednesday, trading 0.5 percent lower at $1.4964.

Earlier in Asia, Japan’s Nikkei 225 stock average rose 40.88 points, or 0.4 percent, to 10,815.03 and Hong Kong’s main index added 40.88 points, or 0.4 percent, to 21,008.62 and Shanghai’s market climbed 0.1 percent to 3,056.81.

Markets in Australia and Taiwan also advanced moderately, while South Korea’s Kospi was off 0.1 percent.

Oil prices drifted lower, with benchmark crude for May delivery down $1.34 at $81.23.

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