FINANCE AND REAL SECTOR

Graphic 1 . Interest Rate : Bank of Indonesia vs

Federal Funds

0

2

4

6

8

10

12

14

Jan '08 Apr Jul Oct Jan '09 Apr Jul Oct

Percent

Bank of Indonesia (3 months)

Federal funds

Graphic 2.Money Supply (M1)

Percent

Graphic 3. Ratio of Export to GDP

(current price, 2008)

30%

37%

68%

76%

78%

104%

234%

0% 50% 100% 150% 200% 250%

Indonesia

Philippines

Brunai

Thailand

Vietnam

Malaysia

Singapore

Graphic 4. Comparative Dollar Bond Yield

(5 years tenor, 8/1/10)

2.57%

3.01%

3.89%

4.15%

4.32%

2.00% 2.50% 3.00% 3.50% 4.00% 4.50%

United State (T-Bond)

China

Philippines

Korea

Indonesia

Graphic 5. Local Currencies Bond Yield (tenors 10 years, 2/12/08)

1.3%

2.6%

2.7%

3.6%

3.8%

4.2%

4.3%

5.4%

8.0%

10.1%

11.3%

0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0%

Japan

Hongkong

Singapore

China

USA

Thailand

Myanmar

Korea

Philippines

Indonesia

Vietnam

Graphic 6.Balance of Trade Indonesia – China

(US$ Billion)

0.50 0.82 1.71 1.12

-3.61

-1.96

0.42

1.411.74

2.41

3.55

1.95

0.08-0.59

-0.04

-1.29

-7.16

-3.91

-8

-6

-4

-2

0

2

4

6

2004 2005 2006 2007 2008 Jan-Oct 09

Trade Balance

Oil and Gas

Non-Oil/Gas