Global Mining Investing $69.95, 2 Volume e-Book Set. Buy here.
Author, Andrew Sheldon

Global Mining Investing is a reference eBook to teach investors how to think and act as investors with a underlying theme of managing risk. The book touches on a huge amount of content which heavily relies on knowledge that can only be obtained through experience...The text was engaging, as I knew the valuable outcome was to be a better thinker and investor.

While some books (such as Coulson’s An Insider’s Guide to the Mining Sector) focus on one particular commodity this book (Global Mining Investing) attempts (and does well) to cover all types of mining and commodities.

Global Mining Investing - see store

Click here for the Book Review Visit Mining Stocks

Download Table of Contents and Foreword

Wednesday, January 23, 2008

The best performing markets for 2008

I think the best performing Asia Pacific markets in 2008 - in order of performance - are likely to be Vietnam, the Philippines and China.

Vietnam
China is getting pricey, but Vietnam is just opening up, and although the country will suffer from a softening US and global market, its growing from a small base and offers considerable savings to investors trying to reduce costs. This market has overcome its lack of policy change, and is starting to allign itself with western regulatory practices.
Unfortunately the poorly developed capital market remains an obstacle.

Philippines
The Philippines has for a long time been a laggard in the global competition for capital. I am expecting that to change for several reasons:
1. Continued inflows of remittances because of a weaker USD
2. Continued strength in food (commodity) prices offsetting a stronger peso
3. Subdued impact of high oil prices because of the stronger peso
4. Subdued inflationary pressures because of the stronger peso
5. The adoption of a petrol tax will help to support domestic demand as well as improving local infrastructure
6. Buoyant gold and copper prices - the principal mineral exportas
7. Continued support for local property market
8. Continued demand for call centres & the associated investment/capital inflows
9. The Philippines I think will benefit somewhat from a growing local dynamism as a result of enhanced regional integration. The ASEAN efforts to deregulate air travel I think has the potential to enhance tourism inflows. 'Though tourism still remains poorly supported at grassroots levels.

There will come a time when the peso will come under pressure from the large capital inflows, particularly since the Philippines fails to address its poor productivity. There is a poor work ethic here based on a social fabric of entitlement and disempowerment than undermines personal initiative and opportunity.
The biggest obstacle in this market is the poor disclosure standards and the lack of data disclosure.

China
The Shanghai Stock Exchange (SSE) Index has pulled back as a result of a weaker global and US outtlook, but I can see this market trading higher in the next 12 months because there is no end to the shift in productive capacity from the west to east. A slow down will cease alot of new investment,but it will not undermine the substitution of high cost manufacturing capacity for cheaper capacity in China, nor will it prevent growth in other markets. I see modest gains in 2008, which will see it test its previous highs.


-----------------------------------------
Andrew Sheldon www.sheldonthinks.com
Posted by Andrew Sheldon at 7:19 PM
Labels: , ,

No comments:

Post a Comment

Japan Foreclosed Property 2015-2016 - Buy this 5th edition report!

Over the years, this ebook has been enhanced with additional research to offer a comprehensive appraisal of the Japanese foreclosed property market, as well as offering economic and industry analysis. The author travels to Japan regularly to keep abreast of the local market conditions, and has purchased several foreclosed properties, as well as bidding on others. Japan is one of the few markets offering high-yielding property investment opportunities. Contrary to the 'rural depopulation' scepticism, the urban centres are growing, and they have always been a magnet for expatriates in Asia. Japan is a place where expats, investors (big or small) can make highly profitable real estate investments. Japan is a large market, with a plethora of cheap properties up for tender by the courts. Few other Western nations offer such cheap property so close to major infrastructure. Japan is unique in this respect, and it offers such a different life experience, which also makes it special. There is a plethora of property is depopulating rural areas, however there are fortnightly tenders offering plenty of property in Japan's cities as well. I bought a dormitory 1hr from Tokyo for just $US30,000.
You can view foreclosed properties listed for as little as $US10,000 in Japan thanks to depopulation and a culture that is geared towards working for the state. I bought foreclosed properties in Japan and now I reveal all in our expanded 350+page report. The information you need to know, strategies to apply, where to get help, and the tools to use. We even help you avoid the tsunami and nuclear risks since I was a geologist/mining finance analyst in a past life. Check out the "feedback" in our blog for stories of success by customers of our previous reports.
Download Table of Contents here.

'Buying Philippines Property – Download a free sample chapter!

The Philippines property market remains one of the strongest in Asia thanks to rising incomes, rising population and rapid rates of urbanisation. The administrative reforms of the Arroyo government have given way to improved administration under Aquino. ASEAN countries can be expected to achieve even greater price gains than Western markets, demonstrating that this super cycle is far from over.

Buying Philippines Property 2010
- Download the table of contents or buy this 2-volume eBook at our online store for just $US19.95.



Investment Strategy

If you are investing for the long term, you still need an investment strategy. Dont be fooled by the rhetoric of fund managers. The reason they advise you to 'buy & hold' is because they dont want to compete with you in sell-offs. Markets and industrial sectors are cyclical, so they demand trading to get the best returns. Fund managers actually cant hope to match the performance of small investors (if you are half good) because they have to manage huge amounts of funds and charge you a fee besides.
MY ADVICE is (i) look at a range of market indices and decide upon what level of correction would give you the justification you need to get in & out of the market. It might be a 5-10% retracement or a break of trend. (ii) Diversify if you dont have an intimate knowledge of the company or management. More than 30% in one company is aggressive.

'Buying NZ Property – Download the free sample readings!

The NZ property market is shaping up as one of the most attractive property investment markets for the next few years. High yielding property and the collapse of the NZD make NZ the perfect counter-cyclical investment if you buy right! In addition, there is no capital gains tax, transfer taxes, VAT/GST or wealth taxes in NZ, so rest assured that NZ property is tax-effective! Learn more now!

New Zealand Property Report 2010 - Download the table of contents or buy this report at our online store for just $US19.95.