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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (5790)	4/25/2006 9:03:59 AM
From: elmatador	Read Replies (1) \| Respond to of 217847

Lets put a (some sort of) ranking and rationale explaining: ELMAT TEOTWAWKI TEOTWAWKI: Is a -as anything else- combination of effects that creates a pattern Speculation cools down. Force this money to go to where the economic activity is leaving countries hogging capital and will move countries where there's economic activity. Public Private Partnerships will flourish as countries open infrastructure projects to foreign investors New round of privatization / de-regulation IPO wave Based on that what happens with significant countries / areas: Will do well: Eastern Europe in general fast track Turkey, Bulgaria, Romenia and Ukraine EU membership to find market for European goods. Brazil, Chile Argentina which pulls along energy rich Bolivia Russia China: Keeps momentum. Reacts to drying expprts to US Europe by kick starting internal market growth. Pushes hard to expand the 'geography of trade' aggressively seeking new markets as export market. Capital Vacuum created in: US UK Germany France Italy Europe: Oil price to drop to around 60 and stays there as speculators leave oil alone. US As it hears that sucking sound of capital flowing southern of the border, will react: Increase interest rates and inflates (which means printing more USD) ECB policies to drop the Euro to compete with falling USD. Japan will chnage to riding the coat tails of China OPEC countries: Investment slows down. A blow to European exporting countries. Capital inflows South Africa Thailand Indonesia. Will improve. India: Keeps subcontracting jobs. No changes to internal growth.

To: TobagoJack who wrote (5790)	4/25/2006 2:27:37 PM
From: daddunes	Respond to of 217847

I think that is incredibly point on about the differences in India and China. Also I can't help but think the US and Russia will not be so destroyed in the 'End OF THINGS' as we know it.Mainly because the US holds most gold of anybody and Russia produces the most or second most gold.JMHO.

To: TobagoJack who wrote (5790)	4/25/2006 4:19:27 PM
From: Seeker of Truth	Respond to of 217847

Hi TobagoJack, What you have found explains why, though there are literally thousands of Indian companies, I've only found one, HDB, that I actually bought. None of the others were attractive enough. Thanks. SeekerofTruth

To: TobagoJack who wrote (5790)	4/25/2006 6:06:04 PM
From: gumnam	Read Replies (2) \| Respond to of 217847

TJ I agree with a, c. However (e) is not correct. The old entrenched class has been resisting all along and will resist in future. But at this point they have become irrelevant and impotent and not even the really privileged class. Look at the top 20 richest Indians as per Forbes. 15 of the 20 are first generation people making their billions in IT, Pharma, Wind Turbines (yes-it is correct), steel etc. These guys have no vested interest in the old status quo. The privileged people, that adapt and change, will thrive. Others will just become more and more irrelevant. Cheers Gumnam