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

To: Snowshoe who wrote (67396)	10/20/2010 7:05:18 PM
From: TobagoJack	Read Replies (2) \| Respond to of 217736

Another china play, just in in-tray Subject: SG African acceleration - Africa is taking off and its markets gaining traction (64p) Despite the severity of the international crisis, Africa's economy has held up rather well Growth has inevitably fallen, but except in rare instances, has remained positive. Counter-cyclical policies, the early commodity boost and rebound in exports to Asia shortened the impact of crisis. Overall, African GDP grew by 1.8% in 2009, marking the 15th consecutive year of revenue growth per capita. Africa is strongly positioned for the future Rising demand for basic commodities constitutes one of the greatest challenges of our times. According to our estimates, demand for fuel products could double over the next 20 years. Meanwhile demand for agricultural and food products could increase even more. Countries with the resources to increase the global supply of energy and basic commodities will undoubtedly benefit from this environment. In this respect Africa is particularly strongly positioned. With considerable resources to shore up the global supply of energy and basic materials, it has the potential to become the breadbasket of the world and the Sahara could supply the entire world with solar electricity. Africa is ready to catch up Africa has the fastest growing demographic dividends in the world. Fifteen years of investment growth and the rapid urbanisation under way are beginning to pay off. Productivity is improving and rising revenues are supporting the emergence of a growing middle class. In this context, China-Africa cooperation looks to be a powerful development catalyst. Africa: an investment theme in its own right African financial markets are among the least developed and the most restricted in the world. In this context, indirect investment in companies with exposure to local economic development is the most accessible investment strategy. Our Africa basket offers a selection of 16 European stocks with strong exposure to African development themes across a large number of sectors, from Natural resources, alternative energy, water resources, infrastructure, equipment spending, consumption... This said, African financial markets have grown substantially over the last decade and are increasingly attracting investors. African market capitalisation accounts for 8-9% of overall emerging market capitalisation, covering a broad range of sectors while the performance of African equity markets is at least equivalent to the overall rate for emerging markets.

To: Snowshoe who wrote (67396)	10/22/2010 4:10:38 AM
From: elmatador	Respond to of 217736

This is going to be a full plate for MQ! Brazil wants to gang up to screw the Asians importers. American Alliance for Farm Exports Brazil is seeking a partnership with Argentina and other South American producers of grains and oilseeds to deal jointly with buyers in Asia and elsewhere, according to Brazilian Agriculture Minister Wagner Rossi. businessweek.com

To: Snowshoe who wrote (67396)	10/22/2010 4:12:42 AM
From: elmatador	Read Replies (1) \| Respond to of 217736

MQ will gorge on that! Two U.S. air marshals flee Brazil after being charged with assault. Jesus! Someone is going to say to Homeland Security: Guys go easy with those idiots on planes! We have a few F-18 to sell and we don't want bad news on the press! Two U.S. air marshals who arrested the wife of a Brazilian judge on a flight to Rio de Janeiro -- and were themselves arrested and had their passports confiscated by Brazilian authorities -- fled the country using alternate travel documents rather than face what they believed to be trumped-up charges, sources said.