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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (45253)	1/26/2006 6:16:52 AM
From: orkrious	Respond to of 116555

It's a good thing miners are going up and homies are going down. My son's private high school just announced next year's tuition. It is going up 11%. My the time it has to be paid most of the parents' stock market portfolios will be significantly lower and they won't be able to extract more equity out of their homes. Greenspan has screwed everyone, working man and affluent alike.

To: mishedlo who wrote (45253)	1/26/2006 7:27:08 AM
From: shades	Respond to of 116555

Many people at DAVOS are saying global consumers are taking up the slack of american ones. DJ Global Mobile Phone Shipments Hit 810M In 05-Research -2- . Neil Mawston, an analyst with Strategy Analytics, said; "2005 was the year of the emerging market. Booming demand in the Southern hemisphere, in regions such as India and Africa, drove global mobile phone sales 19% higher year-on-year." He said emerging markets accounted for one half of total worldwide sales over the year. Strategy Analytics expects further growth in 2006, forecasting a total of 930 million mobile phone shipments globally. It expects shipments to pass through the one billion mark in 2007. Amongst the operators, Motorola Inc. (MOT) enjoyed 18% global market share in the fourth quarter and in 2005 overall, with almost one in every three mobile phone sales being the Razr V3 model. Nokia Corp.'s (NOK) market share in the fourth quarter was more than 34%, and 33% over the full year. Samsung Corp.'s (000830.SE) market share was 11% in the fourth quarter and 13% over the year while LG Electronics Inc.'s (066570.SE) market share hit 6.6% in the fourth quarter and 6.8% over 2005. Sony Ericsson, which shipped over 51 million units, achieved a 6.3% market share in 2005. I am still short MOT from before earnings.

To: mishedlo who wrote (45253)	1/26/2006 7:31:55 AM
From: shades	Respond to of 116555

*DJ Verizon: Pension, OPEB Costs Cut 2005 EPS By 30c >VZ Inflation in pension costs are eating up these companies

To: mishedlo who wrote (45253)	1/26/2006 7:34:01 AM
From: shades	Respond to of 116555

=DJ Private-Equity Investors Bullish; Seek New Opportunities . By Marietta Cauchi Of DOW JONES NEWSWIRES NEW YORK (Dow Jones)--Private-equity investors are still bullish on the asset class, but plan more investment in emerging markets and a switch in managers to maximize returns. An increasing number of limited partners, investors in private-equity funds, intend to raise their allocations to private equity over the next year- up to 44% of those surveyed from 30% six months ago, according to a study released by secondaries specialist Coller Capital Wednesday. While this compares with a declining appetite for hedge funds - 30% of the limited partners surveyed planned increases, down from 37% six monthsago - limited partners are worried that increased competition in established markets and the growing size of private-equity funds may reduce returns. As a result, 58% of those polled plan to invest with new private-equity managers, known as general partners, over the year, and 55% intend to increase their exposure to emerging markets over the next three years, with India, China and Central and Eastern Europe seen as the most attractive regions, said Coller Capital. In each of Coller Capital's previous two barometers, 52% of limited partners planned to invest with new private-equity managers. The firm surveyed more than 100 institutional investors in private equity between August and October 2005 for its latest Global Private Equity Barometer. "We are very encouraged that there is still plenty of interest among limited partners in expanding their private-equity investments - especially in emerging markets. But they are also getting more sophisticatedin manager selection," Frank Morgan, partner and head of Coller Capital U.S., said in an interview. Limited partners remain satisfied with returns in each category of private equity, with the sole exception of European venture - over half of those polled were disappointed with money made on these investments. And distributions are expected to continue to improve over the next year, with limited partners expecting the rate of distributions to be best among funds of funds and more generalist funds. At the same time, limited partners are optimistic that the buyout climate will continue to be favorable and that private-equity funds will be able to deploy capital at an increased rate over the next year, said Coller Capital. European buyouts continue to be seen as the best area for investment over the next 12 months, with North American venture jumping from fourth to second place. Despite an increased appetite for private equity, a high level of satisfaction with returns, and confidence for the market over the next year, limited partners are worried that the growing size of funds and increased competition in established private-equity markets will affect returns. "The concern is that mega-buyout funds and hedge funds are driving up prices, which will reduce returns," said Morgan. As a result, investorsareless tolerant of poor performance, with 56% of those polled sayingthey had declined to reinvest with general partners over the past year, compared with 45% six months ago.