Based on the discussion in my previous article (visit my blog) on biflation for the next two years, I also see a potential drag on stock prices by margin squeeze with companies unable to pass through cost increases. In this presentation, I outlined this scenario with four investment strategies.
The August issue of the Monthly Briefing on the World Economic Situation and Prospects highlights that economic growth is decelerating markedly in many world regions. Equity markets have tumbled and exchange rate volatility has sharply increased as sovereign debt problems in developed economies continue. Food emergencies are affecting millions of people in the Horn of Africa and Haiti.
The Prospect for Global Economic Recovery and where Bangladesh stands on the ...Md. Tanzirul Amin
The following article was written by me, and was published in the Economic Trends section of the Keystone Quarterly Review (Volume-31) on November 30, 2020: https://lnkd.in/g9nGxzn
The article covers the prospect for recovery of the global economy, and how Bangladesh might perform in its journey across the recovery curve. Moreover, major signs of potential economic recovery and shapes of projected recovery curves are discussed.
Main Streets Across the World 2015-2016David Bourla
In this report, we track over 500 of the top retail streets around the globe to bring you a ranking of the most expensive retail locations in the world, one per country using their prime rental value.
CHINA STOCK MARKET CRASH 2015,
CHINA
INTRODUCTION
The Chinese stock market crash began with the popping of the stock market bubble on 12 June 2015.A third of the value of A-shares on the Shanghai Stock Exchange was lost within one month of the event. Major aftershocks occurred around 27 July and 24 August's "Black Monday."
CAUSES
Enthusiastic individual investors inflated the stock market bubble through mass amounts of investments in stocks often using borrowed money, exceeding the rate of economic growth and profits of the companies they were investing in.
Investors faced margin calls on their stocks and many were forced to sell off shares in droves, precipitating the crash.
By 8–9 July 2015, the Shanghai stock market had fallen 30 percent over three weeks as 1,400 companies, or more than half listed, filed for a trading halt in an attempt to prevent further losses.
Values of Chinese stock markets continued to drop despite efforts by the government to reduce the fall.
After three stable weeks the Shanghai index fell again on 27 July by 8.5 percent, marking the largest fall since 2007.
The August issue of the Monthly Briefing on the World Economic Situation and Prospects highlights that economic growth is decelerating markedly in many world regions. Equity markets have tumbled and exchange rate volatility has sharply increased as sovereign debt problems in developed economies continue. Food emergencies are affecting millions of people in the Horn of Africa and Haiti.
The Prospect for Global Economic Recovery and where Bangladesh stands on the ...Md. Tanzirul Amin
The following article was written by me, and was published in the Economic Trends section of the Keystone Quarterly Review (Volume-31) on November 30, 2020: https://lnkd.in/g9nGxzn
The article covers the prospect for recovery of the global economy, and how Bangladesh might perform in its journey across the recovery curve. Moreover, major signs of potential economic recovery and shapes of projected recovery curves are discussed.
Main Streets Across the World 2015-2016David Bourla
In this report, we track over 500 of the top retail streets around the globe to bring you a ranking of the most expensive retail locations in the world, one per country using their prime rental value.
CHINA STOCK MARKET CRASH 2015,
CHINA
INTRODUCTION
The Chinese stock market crash began with the popping of the stock market bubble on 12 June 2015.A third of the value of A-shares on the Shanghai Stock Exchange was lost within one month of the event. Major aftershocks occurred around 27 July and 24 August's "Black Monday."
CAUSES
Enthusiastic individual investors inflated the stock market bubble through mass amounts of investments in stocks often using borrowed money, exceeding the rate of economic growth and profits of the companies they were investing in.
Investors faced margin calls on their stocks and many were forced to sell off shares in droves, precipitating the crash.
By 8–9 July 2015, the Shanghai stock market had fallen 30 percent over three weeks as 1,400 companies, or more than half listed, filed for a trading halt in an attempt to prevent further losses.
Values of Chinese stock markets continued to drop despite efforts by the government to reduce the fall.
After three stable weeks the Shanghai index fell again on 27 July by 8.5 percent, marking the largest fall since 2007.
arifanee.com is world's leading website on the hottest financial news, perspectives and behind the scenes stories. arifanees.com brings you insight and information to inspire and transform your paradigm by enriching your with the best of facts and the vision.
arifanees.com
Information-Inspiration-Transformation
‘Deflationary Boom Markets’
‘Deflationary Boom Markets’ is the name of the game. Deflation forces Central Banks into action. Central banks to push Bonds and Equities higher, inflating the bubble some more, although on a rougher path and with higher volatility than we got accustomed to in recent years.
Fasanara Capital Investment Outlook | February 1st 2015
1. Seismic Activity On The Rise
2. No Volatility No Gain
3. The Role Of Optionality
4. Crystal Ball
5. Deflation Is A Multi-Year Process
6. Three Big Trades for 2015
Actions adopted to neutralize downward trend in the rate of profit of the wo...Fernando Alcoforado
The profit rate in the United States, Germany and Japan had a downward trend from 1950 to 2000. If we assume that this trend is not reversed, for example, to the United States, the largest world economy, the profit rate in this country that was 24% in 1950 and 13% in 2000 will achieve a profit rate equal to zero in 2059. The same will also happen to Japan, Germany and the entire world economy. Figure 2 also presented in the article cited above shows that the rate of profit to the historical cost of the fixed capital of US corporations was 32% in 1947 and 13% in 2007. Assuming that this trend will be maintained in the coming years, the profit rate of US corporations will reach zero in 2048. It follows, therefore, that the world capitalist system would be unfeasible between 2048 and 2059. In other words, the world capitalist system would have negative profit rates in the mid-twenty-first century. Given the inexorable trend of the profit rate to decline in the world capitalist system, they have been implemented neutralizing actions to its reversal. Karl Marx explained in The Capital that neutralizing actions to get the fall of the profit rate would come into operation. It is for this reason that Marx describes the fall of the profit rate as a trend decline.
Global economies are witnessing two-speed recovery with the US economy showing firm signs of recovery, while growth in Euro Area still languishing in sub-optimal territory. Among the Asian economies, growth in Japan and China too continues to remain tepid. We discuss this in detail in the section on Global Trends in this month’s issue of Economy Matters. In the section on Domestic Trends, we analyze that the economic condition in the present scenario is in greater disarray than it was during the breakout of the global financial crisis of 2008-09, when both government as well as the RBI were quick to respond to the challenges and brought the economy back to recovery path within no time. In Corporate Performance, we examine the sectoral performance in the last fiscal in order to find the sectors which were badly hit in the wake of the current bout of economic crisis. The Sectoral spotlight for this issue is on Agriculture, a traditionally important sector of the Indian economy because of its enormous contribution in being the provider of basic source of livelihood to the most of the population in India. However in the recent past various challenges such as low agricultural yield, declining share of public investment, and lack of technological advancements have plagued the sector. We discuss the sector’s challenges and suggest measures to bolster its output. In the Special Article, we discuss India's deteriorating external position in the last few years, manifesting itself in a steady deterioration in the current account which slipped from a surplus at the start of the last decade to a huge deficit of 4.8 per cent in 2012-13. Bulk of the deterioration in current account is attributable to the sharp rise in merchandise trade deficit over the last decade. Ultimately, for India to contain its current account deficit at a more sustainable level of 2.0-2.5 per cent of GDP, it is essential that we ensure competitiveness of our goods and services, so that our imports are contained and exports boosted.
L’Association Internationale des Droits de l’Homme -A.I.D.H, est une Organisation à but non lucratif. Elle a été créée en 1998 en Haute-Savoie. Par la suite, l’A.I.D.H s’implantera en Ile de France. L’Association est enregistrée à la Sous-Préfecture de Saint-Germain-en-Laye depuis 2009 sous le n° W743000320.
Depuis Juillet 2014, l’A.I.D.H est dotée du Statut Consultatif auprès du Conseil Économique Social de l’ONU .
De par son statut international, l’A.I.D.H a tenu sa conférence de lancement à Paris en 2011, sur la thématique des Droits de l’Homme en Afrique, au PressClub de France. L’évènement a rassemblé près de 150 personnes dont des personnalités connues pour leur implication dans le domaine des Droits de l’Homme.
arifanee.com is world's leading website on the hottest financial news, perspectives and behind the scenes stories. arifanees.com brings you insight and information to inspire and transform your paradigm by enriching your with the best of facts and the vision.
arifanees.com
Information-Inspiration-Transformation
‘Deflationary Boom Markets’
‘Deflationary Boom Markets’ is the name of the game. Deflation forces Central Banks into action. Central banks to push Bonds and Equities higher, inflating the bubble some more, although on a rougher path and with higher volatility than we got accustomed to in recent years.
Fasanara Capital Investment Outlook | February 1st 2015
1. Seismic Activity On The Rise
2. No Volatility No Gain
3. The Role Of Optionality
4. Crystal Ball
5. Deflation Is A Multi-Year Process
6. Three Big Trades for 2015
Actions adopted to neutralize downward trend in the rate of profit of the wo...Fernando Alcoforado
The profit rate in the United States, Germany and Japan had a downward trend from 1950 to 2000. If we assume that this trend is not reversed, for example, to the United States, the largest world economy, the profit rate in this country that was 24% in 1950 and 13% in 2000 will achieve a profit rate equal to zero in 2059. The same will also happen to Japan, Germany and the entire world economy. Figure 2 also presented in the article cited above shows that the rate of profit to the historical cost of the fixed capital of US corporations was 32% in 1947 and 13% in 2007. Assuming that this trend will be maintained in the coming years, the profit rate of US corporations will reach zero in 2048. It follows, therefore, that the world capitalist system would be unfeasible between 2048 and 2059. In other words, the world capitalist system would have negative profit rates in the mid-twenty-first century. Given the inexorable trend of the profit rate to decline in the world capitalist system, they have been implemented neutralizing actions to its reversal. Karl Marx explained in The Capital that neutralizing actions to get the fall of the profit rate would come into operation. It is for this reason that Marx describes the fall of the profit rate as a trend decline.
Global economies are witnessing two-speed recovery with the US economy showing firm signs of recovery, while growth in Euro Area still languishing in sub-optimal territory. Among the Asian economies, growth in Japan and China too continues to remain tepid. We discuss this in detail in the section on Global Trends in this month’s issue of Economy Matters. In the section on Domestic Trends, we analyze that the economic condition in the present scenario is in greater disarray than it was during the breakout of the global financial crisis of 2008-09, when both government as well as the RBI were quick to respond to the challenges and brought the economy back to recovery path within no time. In Corporate Performance, we examine the sectoral performance in the last fiscal in order to find the sectors which were badly hit in the wake of the current bout of economic crisis. The Sectoral spotlight for this issue is on Agriculture, a traditionally important sector of the Indian economy because of its enormous contribution in being the provider of basic source of livelihood to the most of the population in India. However in the recent past various challenges such as low agricultural yield, declining share of public investment, and lack of technological advancements have plagued the sector. We discuss the sector’s challenges and suggest measures to bolster its output. In the Special Article, we discuss India's deteriorating external position in the last few years, manifesting itself in a steady deterioration in the current account which slipped from a surplus at the start of the last decade to a huge deficit of 4.8 per cent in 2012-13. Bulk of the deterioration in current account is attributable to the sharp rise in merchandise trade deficit over the last decade. Ultimately, for India to contain its current account deficit at a more sustainable level of 2.0-2.5 per cent of GDP, it is essential that we ensure competitiveness of our goods and services, so that our imports are contained and exports boosted.
L’Association Internationale des Droits de l’Homme -A.I.D.H, est une Organisation à but non lucratif. Elle a été créée en 1998 en Haute-Savoie. Par la suite, l’A.I.D.H s’implantera en Ile de France. L’Association est enregistrée à la Sous-Préfecture de Saint-Germain-en-Laye depuis 2009 sous le n° W743000320.
Depuis Juillet 2014, l’A.I.D.H est dotée du Statut Consultatif auprès du Conseil Économique Social de l’ONU .
De par son statut international, l’A.I.D.H a tenu sa conférence de lancement à Paris en 2011, sur la thématique des Droits de l’Homme en Afrique, au PressClub de France. L’évènement a rassemblé près de 150 personnes dont des personnalités connues pour leur implication dans le domaine des Droits de l’Homme.
IEA says oil transit through the Suez Canal do not face much risk despite the ongoing political crisis in Egypt. This is the fact sheet from the IEA supporting this assessment.
« Autrefois, les gens s’occupaient
des orphelins et les entouraient
d’affection, mais aujourd’hui, ils
sont tellement nombreux, et une
grande partie des personnes qui
auraient pu les aider sont mortes,
et le fait d’être orphelin est donc
un phénomène courant, qui n’a
rien d’étrange. Les quelques
personnes qui restent en vie ne
peuvent pas subvenir à leurs
besoins. »
Une veuve d’une cinquantaine d’années, Kenya
Hope, headwinds or hurricanes? This presentation from the Economist Intelligence Unit takes a look at the global economy today and in the long-term. Key takeaways: risk of double dip recession is high at 30%, but the EIU thinks that sluggish growth, not negative growth, is the most likely outcome; China will take over the US as the largest economy by 2025; without major economic reform, the euro area may start on a more gradual decline.
http://pwc.to/1lN91cC
Comme tous les mois, l’équipe d’économistes de PwC publie une note sur la situation macro-économique mondiale. Ce mois-ci, focus sur l’accroissement des inégalités dans les pays matures ; les incertitudes concernant la croissance chinoise ; et les prévisions de croissance pour la Grande-Bretagne.
http://pwc.to/1cpYR81
En octobre, les décideurs de partout dans le monde se sont réunis à Washington DC pour faire le bilan des perspectives économiques mondiales. Pour la première fois depuis 2010, le pronostic d’une reprise soutenue pour les économies développées devrait être positif.
During the months following the global recession, many economists (including ones from this organisation) discussed the possibility of a double dip recession. Between the European debt crisis and the US’s high unemployment rate, it seemed likely that the global economy would slip back into recession territory. However, with the exception of the US, recent global economic performance has been better than expected. Fiscal and monetary policy in most countries remains supportive of growth and although another global slowdown looks inevitable, a relapse into recession is unlikely. The Economist Intelligence Unit explains the likelihood of a double dip recesssion in this presentation.
1. Global activity easing
2. Slowdown most apparent in euro area
3. China transitioning to slower growth, service economy
4. Central banks pulling back from tightening
5. UK growth dependent on Brexit: exit deal could see GDP growth > 1.0% this year, no deal growth could be < 0.5%
6. Risks to global growth tilting to downside
This Georgetown Univ. report suggests that the U.S. will require 20 million more college-educated workers by 2025. I did an article comparing college grads employment situation in the U.S and China entitled "College Graduates: Too Many in China, Not Enough in America?" at my blog econmatters.com.
G20 & The U.S. Dollar Policy - A PresentationEcon Matters
The Group of 20 ended on Nov. 12, 2010 in South Korea culminated in a watered down statement without any meaningful agreement on rising global tensions over trade and currency issues.
This presentation outlines some of my observations regarding G20, U.S. dollar policy and investing strategy in this environment
The Gulf oil spill and drilling moratorium has forced a shift within the energy industry from offshore to onshore. This presentation discusses this trend and profile the prolific Bakken play in the U.S. and some observations of the markets and the oil services sector.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
[Note: This is a partial preview. To download this presentation, visit:
https://www.oeconsulting.com.sg/training-presentations]
Sustainability has become an increasingly critical topic as the world recognizes the need to protect our planet and its resources for future generations. Sustainability means meeting our current needs without compromising the ability of future generations to meet theirs. It involves long-term planning and consideration of the consequences of our actions. The goal is to create strategies that ensure the long-term viability of People, Planet, and Profit.
Leading companies such as Nike, Toyota, and Siemens are prioritizing sustainable innovation in their business models, setting an example for others to follow. In this Sustainability training presentation, you will learn key concepts, principles, and practices of sustainability applicable across industries. This training aims to create awareness and educate employees, senior executives, consultants, and other key stakeholders, including investors, policymakers, and supply chain partners, on the importance and implementation of sustainability.
LEARNING OBJECTIVES
1. Develop a comprehensive understanding of the fundamental principles and concepts that form the foundation of sustainability within corporate environments.
2. Explore the sustainability implementation model, focusing on effective measures and reporting strategies to track and communicate sustainability efforts.
3. Identify and define best practices and critical success factors essential for achieving sustainability goals within organizations.
CONTENTS
1. Introduction and Key Concepts of Sustainability
2. Principles and Practices of Sustainability
3. Measures and Reporting in Sustainability
4. Sustainability Implementation & Best Practices
To download the complete presentation, visit: https://www.oeconsulting.com.sg/training-presentations
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Digital Transformation and IT Strategy Toolkit and TemplatesAurelien Domont, MBA
This Digital Transformation and IT Strategy Toolkit was created by ex-McKinsey, Deloitte and BCG Management Consultants, after more than 5,000 hours of work. It is considered the world's best & most comprehensive Digital Transformation and IT Strategy Toolkit. It includes all the Frameworks, Best Practices & Templates required to successfully undertake the Digital Transformation of your organization and define a robust IT Strategy.
Editable Toolkit to help you reuse our content: 700 Powerpoint slides | 35 Excel sheets | 84 minutes of Video training
This PowerPoint presentation is only a small preview of our Toolkits. For more details, visit www.domontconsulting.com
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What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
The world of search engine optimization (SEO) is buzzing with discussions after Google confirmed that around 2,500 leaked internal documents related to its Search feature are indeed authentic. The revelation has sparked significant concerns within the SEO community. The leaked documents were initially reported by SEO experts Rand Fishkin and Mike King, igniting widespread analysis and discourse. For More Info:- https://news.arihantwebtech.com/search-disrupted-googles-leaked-documents-rock-the-seo-world/
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
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1. Prepare For The Coming
Stock Price Invasion
Dian L. Chu, June 2010
Economic Forecasts & Opinions
2. Executive Summary
Macro Environment – From Biflation to a tale of
two inflations – Hyperinflation & Stagflation
Employment & Wage – Meager growth next
two years
Stock Price Invasion – Expect a margin
squeeze to put a drag on stock prices as
companies are unable to pass through the cost
increase from the raw material side
Four Investment Strategies
By Dian L. Chu, June 2010 2
3. Europe Debt Crisis Deepened
in 2010
Chart Source: The Economist & CFR
By Dian L. Chu, June 2010 3
4. Increasing Concerns of Deflation
More pronounced in Europe as spending
cuts and tax increases could weigh on
economic growth and feed into deflation.
Chart Source: The Economist
By Dian L. Chu, June 2010 4
5. Slowing Inflation in the U.S.
Consumer Prices were up 2.2% in May year-
over-year
Core CPI was up just 0.9% in May, the smallest
increase since 1966.
By Dian L. Chu, June 2010 5
6. Goldman Consumer Price Index
[Goldman Sachs Diffusion
Index] shows clearly that the
disinflation since mid-2008
has a considerable amount
of breadth.”
“Consumer prices are falling
across a wide cross section
of the economy right now.”
~ Goldman Sachs
By Dian L. Chu, June 2010 6
7. Easing Inflation Expectation
The TIPS market suggests
investors' longer-term
inflation expectations are
rising since hitting bottom in
Q4 2008.
The implied annual inflation
rate over the next decade
now stood at around 2.03%,
rising from around 1.47% a
year ago, but down from
2.41% at the end of 2009.
By Dian L. Chu, June 2010 7
8. Plunging Money Supply
The M3 money supply in the U.S. is contracting
at a rate matching the Great Depression, also
pointing to the risk of deflation
By Dian L. Chu, June 2010 8
9. Commodity Prices Shot Up
The May core PPI for crude goods shot up 60%
year-over-year, the fastest rate since 1974. Including
energy and food costs, crude goods prices rose
21.2%.
Chart Source: U.S. BLS By Dian L. Chu, June 2010 9
10. Increasing Backlog
Backlogs are rising uniformly worldwide
signaling more inflationary pressure in the
pipeline
ISM Manufacturing Backlogs ISM Manufacturing Backlogs
65 65
60 60
55 55
50 50
45 45
40 40
35 35
30 30
25 25
20 20
2005 2006 2007 2008 2009 2010 2005 2006 2007 2008 2009 2010
US Japan Eurozone China Brazil India
Source: IHS/Global Insight
By Dian L. Chu, June 2010 10
11. The Employment Malaise
The jobless rate rose to 9.7% in May - Slow recovery from the 26-year
high of 10.1% in October 2009.
The underemployment rate was 16.6% in May, still close to October’s
17.4%, a record high.
“Wage growth in the U.S. will be meager – near 2% over next two
years.” ~ IHS/Global Insight
Chart Source: “World Economic Outlook”, Apr. 2010, IMF
By Dian L. Chu, June 2010 11
12. Consumer Confidence
“Household confidence in
advanced economies
continues to lag,
reflecting subdued
employment.”
~ IMF
Source: “World Economic Outlook”, Apr. 2010, IMF
By Dian L. Chu, June 2010 12
13. Most Likely Scenario
This could result in a
combination of:
Pushback from end
markets are strong
enough to trigger price
corrections directly at
some of the overheated
commodity level
And
Companies are forced to
absorb part or all of the
cost increases
depending on the
strength of end markets
By Dian L. Chu, June 2010 13
14. Biflation Through 2012
Biflation - A state of the economy where inflation and deflation occur
simultaneously
Pockets of inflation seen as money flowed into certain categories such
as energy and feedstock chemicals and deflation in other “non-
essential” categories
Netted to a modest headline consumer inflation
By Dian L. Chu, June 2010 14
15. Bad News For Many Companies
Raw material price increases
begin to move down the supply
chain, pushing up companies’
costs
However, end markets are still too
weak to allow a full price increase
Many companies say they are
reluctant to pass price increases to
consumers who are still jittery from
the recession
Margin Squeeze– a drag on share Chart Source: WSJ.com
prices
By Dian L. Chu, June 2010 15
16. Asia Leading The Growth
Real GDP growth picked up
starting in Q2 2009.
However, output in most
regions of the world remains
below or around pre-crisis
levels
The exception is emerging
Asia, which accounts for a
growing share of world
activity.
Commodity prices have
rebounded in response to
expanding activity Source: “World Economic Outlook”, Apr. 2010, IMF
By Dian L. Chu, June 2010 16
17. 2013 - A Tale of Two Inflations
Stagflation in developed
regions such as the U.S. and
Europe, where imported
higher inflation from the
emerging countries will likely
be met with stagnant growth.
Hyperinflation in developing
and emerging economies due
to robust growth.
Inflation in India already
reached above 10% in May, Source: “World Economic Outlook”, Apr. 2010, IMF
2010
By Dian L. Chu, June 2010 17
18. Investment Strategy # 1
Commodities via physical
ETFs or mutual funds
Natural gas, copper and
agriculture products look
relatively undervalued
right now
Stocks and/or ETFs of
commodities producers
Long term play – Crude
oil, oil products, and oil
producers
By Dian L. Chu, June 2010 18
19. Investment Strategy # 2
Pare equity holdings with heavy
exposure in the U.S. and
European markets, particularly
the retail and consumer goods
sector.
Invest in luxury brands with
good exposure to emerging
markets
Drug and health care sectors
should still perform relatively
well regardless of regions
Investors have poured $27
billion of net new money into
foreign equity funds this year,
while yanking $20 billion out of
U.S. equity portfolios.
By Dian L. Chu, June 2010 19
20. Investment Strategy # 3
Gold shines in times of
inflation as well as
deflation
3-5% of portfolio should
be allocated to gold and
other precious metals
via physical holdings
and/or physical ETFs
By Dian L. Chu, June 2010 20
21. Investment Strategy # 4
Cash and mixture of ETFs and/or mutual funds
of short and long dated bonds and TIPS
Real estate in the U.S. looks to have another
leg down in the 2nd half of this year – could be a
good long term opportunity in selected markets.
Real estate market in China could have a
cooling off period with Beijing trying to prevent
asset bubbles – Could be good entry point in
the sector for a long term play
By Dian L. Chu, June 2010 21
22. Prepare For The Coming
Stock Price Invasion
Dian L. Chu, June 2010
Economic Forecasts & Opinions