All the signs tell us that inflation is around the corner. Today, 21 March 2009, no one knows exactly how strong price increases will be. If we expect an increase of 5% to 15% per annum on the thirty-six months? How should fear inflation?
Whatever the answer, I have to make my investment portfolio of a defense strategy against inflation. Since they are very affectionate and dividend knows very little about precious metals, do not buy gold.
In my opinion, there are two alternatives, which should lead to results that are more or less similar to the purchase of gold:
* Investing in oil companies, because sooner or later, inflation in oil prices led to a broader plateau.
* The purchase of shares of companies operating in countries where short-term economic growth.
At the time, I believe that the five companies for the purchase of my investment portfolio:
1 .Marathon Oil (NYSE: MRO). The current low price of oil has led to a decline in the share of over 40% in recent years. Its price / earnings is approximately 5 hours, and pay around 3.5%. The company profits should rise if oil prices back to levels only a few months ago.
2 .Chevron (NYSE: CVX). The low price of oil these days has led to these measures, more than 20% lower in recent years. The current price / profit of about 5.5 and the yield of about 3.8%. This is another company that should benefit from a rebound in oil prices.
3 .CHINA MOBILE (NYSE: CHL). The number of mobile phone subscribers is increasing its profits and has to go or at least remain stable. If the gains in China, which will result in additional benefits for international investors hold these shares. The current yield is about 3.5% and the cost-effectiveness is about 10.
4 .TELKOM INDONESIA (NYSE: TLK). With a current production of around 8% and a price / profits of 11, these measures provide a simple way to invest in economy of Indonesia. The company offers fixed line and cellular communications, serving more than 63 million customers.
5 .Amarica Movil (NYSE: AMX). The cost-effectiveness is about 11 and the yield is about 1.5%.
The company operates cellular networks in Mexico, Argentina, Chile and other countries of South America. Serving nearly 150 million customers.These five major companies that are not big surprises operational. Are shy of risk and is the type of investment, are in favor of my portfolio. No one can guarantee an increase in the share of international oil companies and providers of phone? No, nobody is able to offer this guarantee. For my investment, I try to rely on reasonable assumptions, these five companies seem to be reasonably well positioned to maintain its value in case of high inflation.
Thursday, August 20, 2009
The price increase inflation?
Thus, many economists and government officials say inflation is dead. These are probably the same people who do not see that the great recession. The fact is that everyone has an opinion, but everyone has the right facts. The facts are clear that are many times.
1. Global demand is increasing in the product.
2. Drought and floods are near the historical center previous.
3. Huge amounts of debt is the debt deflation that leads to inflation.
4. Some prices are already rising rapidly.
This is not my imagination, but in reality we see before our eyes. The current crop of sugar is very low because of drought and floods in India, Brazil. World demand for sugar is higher than the production of 5 million tonnes a year during September 2010 according to reports. In other words, there is a deficit the size of a period of two years of supply.
According to the Commodity bull Jim Rogers, he thought that the sugar will be much, much higher during the bull market in the commercial sector. Jim Rogers, chairman of Rogers Holdings, said in an interview in Singapore, 6 Aug. "Sugar is still 70 percent below its historic peak, and not many things in life are 70 percent lower than they were in 1974. Sugar is a big future."
In other words, 40 years ago, the sugar has increased 16 times over five years and reached a peak of 66 cents in November 1974. You can imagine how much money has been made to the trend following trading advisors and their clients? Easy answer, luck .. Think a little 'more crude this year has dropped to a minimum at the top of the range of $ 30 oil is currently the threshold of $ 70. It 'very clear there are some inflationary movements. The reality seems clear that prices are set for some major movements are not seen for decades. Time will tell, but as a follower of the trend that we do not need to know the future, but have a clear plan of how to take advantage of the situation when and if they arise.
1. Global demand is increasing in the product.
2. Drought and floods are near the historical center previous.
3. Huge amounts of debt is the debt deflation that leads to inflation.
4. Some prices are already rising rapidly.
This is not my imagination, but in reality we see before our eyes. The current crop of sugar is very low because of drought and floods in India, Brazil. World demand for sugar is higher than the production of 5 million tonnes a year during September 2010 according to reports. In other words, there is a deficit the size of a period of two years of supply.
According to the Commodity bull Jim Rogers, he thought that the sugar will be much, much higher during the bull market in the commercial sector. Jim Rogers, chairman of Rogers Holdings, said in an interview in Singapore, 6 Aug. "Sugar is still 70 percent below its historic peak, and not many things in life are 70 percent lower than they were in 1974. Sugar is a big future."
In other words, 40 years ago, the sugar has increased 16 times over five years and reached a peak of 66 cents in November 1974. You can imagine how much money has been made to the trend following trading advisors and their clients? Easy answer, luck .. Think a little 'more crude this year has dropped to a minimum at the top of the range of $ 30 oil is currently the threshold of $ 70. It 'very clear there are some inflationary movements. The reality seems clear that prices are set for some major movements are not seen for decades. Time will tell, but as a follower of the trend that we do not need to know the future, but have a clear plan of how to take advantage of the situation when and if they arise.
Wednesday, August 19, 2009
Attention retirees: Beware of over inflation
His parents and grandparents, retirement, investing orientation consisted mainly of the conservation of their property. At that time, this view makes sense, because the pension is a shorter period of life. New retirees are not only living longer, but must cope with the current rate of inflation. Our economy is based on overall performance. Small world and everything that happens in the world of our shores.
The main industries are based not only on what is happening in America. This happens through the ocean, do not stay, but made its way here. Our economy is much more sensitive to world events. Oil, gas, and prices of raw materials are increasingly interested in the product and the cost of putting on the market.
Today, the board requires a new way of thinking. For the first time in history, the economy is based on the countries of the world for cooperation and stability. As with previous generations had to rely on the U.S. economy than the safety of their investments, this generation has to make sense of the changes in the global market. The domino effect is now in a global economy. This means that research in Europe, Asia, Middle East and the regions for possible deletion. Remember, everything that happens in those parts of the world, affect the current rate of inflation.
A new millennium has new rules to live and invest. The bar has been raised for the management of funds. The social, demographic trends and economic consequences for corporations. The danger today is political unrest and turmoil in a global world connected by technology. With lower prices, fuel prices and the escalation of most of the people affected are those obligations.
Risk management takes on a new meaning for pensioners in the world today. Long-Term Care May drain more money from its days of rain. An aging population and inadequate health care is to make an issue to be taken into consideration when reviewing your portfolio to someone else. Thus, between the bonds, funds, bonds, CDs, and savings, you must know that to lead and guide the choice of ways to generate revenue, despite his retirement. There are many policies for the long-term care currently available that can be of great benefit.
The median time to recover its investment in a center of attention is only seventy-seven days. The scope of these policies very attractive.
Develop a strategy with a financial adviser. This approach is head and shoulders just in the world of finance. Technical analysis is that it has long-term solutions that the needs of investors. It 'time to review and discuss your options for retirement support. Familiar with retirement Keiba Solutions, Inc
The main industries are based not only on what is happening in America. This happens through the ocean, do not stay, but made its way here. Our economy is much more sensitive to world events. Oil, gas, and prices of raw materials are increasingly interested in the product and the cost of putting on the market.
Today, the board requires a new way of thinking. For the first time in history, the economy is based on the countries of the world for cooperation and stability. As with previous generations had to rely on the U.S. economy than the safety of their investments, this generation has to make sense of the changes in the global market. The domino effect is now in a global economy. This means that research in Europe, Asia, Middle East and the regions for possible deletion. Remember, everything that happens in those parts of the world, affect the current rate of inflation.
A new millennium has new rules to live and invest. The bar has been raised for the management of funds. The social, demographic trends and economic consequences for corporations. The danger today is political unrest and turmoil in a global world connected by technology. With lower prices, fuel prices and the escalation of most of the people affected are those obligations.
Risk management takes on a new meaning for pensioners in the world today. Long-Term Care May drain more money from its days of rain. An aging population and inadequate health care is to make an issue to be taken into consideration when reviewing your portfolio to someone else. Thus, between the bonds, funds, bonds, CDs, and savings, you must know that to lead and guide the choice of ways to generate revenue, despite his retirement. There are many policies for the long-term care currently available that can be of great benefit.
The median time to recover its investment in a center of attention is only seventy-seven days. The scope of these policies very attractive.
Develop a strategy with a financial adviser. This approach is head and shoulders just in the world of finance. Technical analysis is that it has long-term solutions that the needs of investors. It 'time to review and discuss your options for retirement support. Familiar with retirement Keiba Solutions, Inc
Tuesday, August 18, 2009
Arindam Chaudhuri - the current rate of inflation in May is too costly for the UPA
For a country like ours, which hosts the largest number of poor families, in any form of distortion in prices of raw materials is still a sensitive issue. And probably for the same reason, it was noted that the public has always been pardoned several elected governments of poor governance, but has never spared any government in general, the price of poor management. This is all the more reason, it becomes even more interesting to analyze why the current UPA government to allow inflation beyond control and that, at a time when elections are around the corner from the road. Before him, it seems there are two reasons, namely the calculation error and complacency was the Executioner for the peace resolution UPA. Who can ever expect the escalation of oil prices in this measure, even if they were, they failed to think clearly that would be able to tide over the situation for the conduct of the growth curve. This is also reflected in statements issued by the Ministry of Finance, in which the burden of inflation was the price of oil!
Well, the fact there is no doubt that oil prices have created a chaotic world, releasing almost all the art. But then, this is also true that the signs of these price increases have been observed only since last year. So the question is why the UPA has not taken adequate measures to mitigate the crisis, then? If you think you may be able to manage their peaceful possession and let the chaos for the next government? In any case, there is no denying that this is simple lack of attention and pro-active thinking that has pushed inflation to reach an insurmountable height maximum of 13 years! Indeed, one of my previous columns, I wrote how the current world food crisis and rising prices was the occasion for the UPA government's decision, which could reverse the situation for India for World Food. For India has all the resources to become the world food bowl. But then, it seems that the content is the policy has led to rising global crude oil prices and pass the ball to the Reserve Bank of India to alleviate the monstrous inflation. There is no doubt that interest rates always push hinder future economic growth. This happens, we can say without doubt that the more misery to come. In fact, most of the measures taken by the Government so far has been new and not give respite to the poor who suffer most from rising prices. In the same column, which mentioned that India also needs to systematically increase their agricultural production and should not prohibit the export to other countries to follow and stop the sale of food grains for us. The measure adopted by the government was in the back as they have banned the export of basmati rice, has extended the ban on pulses and edible oil. No wonder they had to do such a reaction, simply because there was no preparation to mitigate this looming crisis.
To accept that the government had no idea what level of inflation would be a mistake to say that, as you well knew that, after sixth pay Commission itself would be serious. If we had wanted, could easily have pushed for the supply of intensification of agricultural production, which was more or less stagnant during his tenure. This would have saved at least 100 million people (estimate) have been pushed around or below the poverty line due to inflation this year. To make things worse, this lack of preparation, and the price increase has also provided land for the placing on the black market have been informed that they are rapidly accumulating in anticipation of further price increases. In negotiations, the man is bleeding to maintain their survival, the erosion of other electoral board AAM aadmi UPA! Not only the poor, in fact, there was a loss for all older people to survive in deposits, as did their negative returns! I am very optimistic when I wrote in another column (of which I have already spoken), the global food crisis and rising prices in general are disguised as an opportunity for the leaders of India, the image can be converted to 'India. For India has the resources to feed the world. Not only that the UPA has lost a great opportunity in the world, but also appears not to protect their citizens of the crisis. But then there is the UPA not to pay a price for all its errors and complacency "in particular if this state of affairs" for the common man expects to activate the polling days. As mentioned earlier, I believe that there is still time ... but it seems certain that you are running out quickly. The nation expects that the university brilliant trio of Dr Manmohan Singh, P. Chidambaram and Dr Montek Singh Ahluwalia to show their value and country of crisis for the good of the suffering of millions of poor people in the least.
Well, the fact there is no doubt that oil prices have created a chaotic world, releasing almost all the art. But then, this is also true that the signs of these price increases have been observed only since last year. So the question is why the UPA has not taken adequate measures to mitigate the crisis, then? If you think you may be able to manage their peaceful possession and let the chaos for the next government? In any case, there is no denying that this is simple lack of attention and pro-active thinking that has pushed inflation to reach an insurmountable height maximum of 13 years! Indeed, one of my previous columns, I wrote how the current world food crisis and rising prices was the occasion for the UPA government's decision, which could reverse the situation for India for World Food. For India has all the resources to become the world food bowl. But then, it seems that the content is the policy has led to rising global crude oil prices and pass the ball to the Reserve Bank of India to alleviate the monstrous inflation. There is no doubt that interest rates always push hinder future economic growth. This happens, we can say without doubt that the more misery to come. In fact, most of the measures taken by the Government so far has been new and not give respite to the poor who suffer most from rising prices. In the same column, which mentioned that India also needs to systematically increase their agricultural production and should not prohibit the export to other countries to follow and stop the sale of food grains for us. The measure adopted by the government was in the back as they have banned the export of basmati rice, has extended the ban on pulses and edible oil. No wonder they had to do such a reaction, simply because there was no preparation to mitigate this looming crisis.
To accept that the government had no idea what level of inflation would be a mistake to say that, as you well knew that, after sixth pay Commission itself would be serious. If we had wanted, could easily have pushed for the supply of intensification of agricultural production, which was more or less stagnant during his tenure. This would have saved at least 100 million people (estimate) have been pushed around or below the poverty line due to inflation this year. To make things worse, this lack of preparation, and the price increase has also provided land for the placing on the black market have been informed that they are rapidly accumulating in anticipation of further price increases. In negotiations, the man is bleeding to maintain their survival, the erosion of other electoral board AAM aadmi UPA! Not only the poor, in fact, there was a loss for all older people to survive in deposits, as did their negative returns! I am very optimistic when I wrote in another column (of which I have already spoken), the global food crisis and rising prices in general are disguised as an opportunity for the leaders of India, the image can be converted to 'India. For India has the resources to feed the world. Not only that the UPA has lost a great opportunity in the world, but also appears not to protect their citizens of the crisis. But then there is the UPA not to pay a price for all its errors and complacency "in particular if this state of affairs" for the common man expects to activate the polling days. As mentioned earlier, I believe that there is still time ... but it seems certain that you are running out quickly. The nation expects that the university brilliant trio of Dr Manmohan Singh, P. Chidambaram and Dr Montek Singh Ahluwalia to show their value and country of crisis for the good of the suffering of millions of poor people in the least.
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