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By Monty Guild and Tony Danaher, on May 31st, 2007
What are sovereign wealth funds? They are the assets of sovereign countries that have been earned. Instead of holding them in government bonds as they once did countries are investing part of the money in stocks and commodities on a global basis.
The Saturday, May 26 Financial Times devoted a large section to an issue I have mentioned several times; the 2.5 trillion dollars of sovereign wealth funds from China, Norway, Saudi Arabia, United Arab Emirates and many other countries [about 16 in all] that is to be invested globally. In addition, there is probably twice that much money . . .
Continue Reading: SOVEREIGN WEALTH FUNDS ARE CHANGING THE INVESTMENT LANDSCAPE, AND MAY PUSH GOOD STOCKS AND COMMODITIES WHICH ARE IN DEMAND TO MUCH HIGHER LEVELS
By Monty Guild & Tony Danaher, on May 24th, 2007
IRAN HAS LEAKED THE BEGINNING OF GASOLINE RATIONING AND A GASOLINE PRICE RISE OF 25% TO THE PRESS IN THE WEST
Informed sources, including the Stratfor Consulting Group, believe that the action was taken to undermine the popularity of President Ahmadinejad among the Iranian public.
Many elements in the Iranian government, including the military, Ayatollah Khameni, the parliament, and other power centers believe that he has gone too far with his rhetoric and actions toward the U.S. and the West.
In essence, this action is the result of a struggle for control between the pragmatic conservatives, represented by the . . .
Continue Reading: ALL IS NOT WELL IN IRAN
By Monty Guild & Tony Danaher, on May 23rd, 2007
Why do we see all of this negativity about the growth of India, China and many other emerging economies?
Why do we see the negativity about oil and so many other commodities?
We see it because change is hard for many people to accept. Change is not comfortable, and change is often heralded by wrenching upheavals in people’s lives.
We are a bit iconoclastic, and we like to point out change. Most people are more conforming in their outlook and they do not like to entertain too much deviation from the status quo.
Today, the world is changing more . . .
Continue Reading: CHANGE MAKES SOME PEOPLE UNCOMFORTABLE….IT MAKES OTHER PEOPLE RICH
By Monty Guild & Tony Danaher, on May 18th, 2007
GOVERNMENT FOCUSES ON BUILDING INFRASTRUCTURE IN SECOND TIER CITIES
This past weekend there was a big article in the Financial Times on the development of “tier two” cities in India.
As the middle class in India booms due to huge employment opportunities in software, technology and medical careers, a huge educated elite is being created. These Indians are demanding top quality western style goods and services, which historically have been available only in the major metropolitan centers or in top resort areas.
Indian style goods are in abundance everywhere, but the nuveau riche Indians want western style haircuts, . . .
Continue Reading: BULLISH DEVELOPMENT IN INDIA
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