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Who likes volatility?
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Monday, March 31, 2008
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Who likes volatility?
Will the Sensex be higher or lower at 12/31/08?
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- David Hepworth
- DAVID HEPWORTH has over twenty-five years of experience in the financial industry. After graduating from Amherst College in 1980, Mr. Hepworth went on to manage accounts at Merrill Lynch, Lehman Brothers, Alex Brown, and Prudential Securities in New York City. Since 1992, Mr. Hepworth has worked in a number of positions at Interfund Capital. In 2001, Mr. Hepworth moved to Sun Valley, Idaho, from where he ran his family office. From 2003-2006, he served on the Board of Directors of the Hedge Fund Association, a not-for-profit organization formed to represent the hedge fund industry and inform the investing public. Mr. Hepworth has been interviewed by Finance Asia, the Boston Globe,thestreet.com and has been a roundtable guest on CNNfn's "Your Money" discussing China investments. He currently is the Director of Marketing for Interfund and the editor of www.china-fund.com, www.dubai-fund.net and www.indiafund.net
Do you know the way to Dalal Street?
2 comments:
I just saw an extremely disturbing video about global change and demographics.
***Did you know?
Sometimes size does matter...
If you're one in a million in China, there are 1300 people just like you.In India, there are 1100.
***In China, the 25% of the population with the highest IQ'is greater than the total population of North America. In India, it's the top 28%. For teachers this means: They have more honors students than we have students.
***China will soon become the number one English speaking country in the world.
***If you took every single job in the US today and shipped it to China, they would still have a labor surplus.
***According to former Secretary of Education Richard Riley, the top 10 jobs in 2010 did not exist in 2004. So the job of education is to prepare students for jobs that do not yet exist and employ technologies not yet invented in order to solve problems that have not yet been divined to be problems.
***Can you name the richest country in the world, with the largest military, which is the global center of finance and business, with the strongest education system, a world center of innovation & invention, with the highest standard of living, and a currency which is the world standard of value: In 1900, it was England. In 2000, the USA. In 2100, ?
Yesterday, the South Korean National Pension Service announced it will no longer purchase US treasurys, citing falling yields.
What happens if the decline in the dollar and US interest rates starts a move away from US treasuries as a likely investment of China, Japan, Korea, Malaysia, Singapore, et alia? This is addressed very nicely by Ashok Bardham of UCal Berkeley:
Almost 45 percent of all US Treasury securities and just under 20 percent of US Agency
securities (bonds and MBS) are currently held by foreign investors. What is the likely impact on US Treasury and mortgage interest rates if
foreign investors begin to redeploy their investment resources? What could be the triggering or
tipping points in China’s diversification strategy? We trace the increase in foreign holdings of
US securities, analyze the different scenarios that could unfold and their potential impact on
interest rates, evaluate the likelihood and timing of the changes in demand, and speculate on the
political economy of China’s motivations and purchasing behavior.
My investment thesis has always been to profit from the inevitable. Sometimes, the inevitable is not what we want to hear. If the true outcome of the globalization story is the homogenization of the pricing of goods and labor across the planet, ex-delivery costs, then the price of labor and goods in the US could decline, esp. the US dollar. In this scenario, one of the best ways for an American to prosper is to be invested in real property, stocks, land, factories, etc., overseas. With this in mind, it is as important now to be invested in the emerging markets as it was in the 1970's to have investments that kept up with inflation. The easiest ways to invest in China and India are denumbrated at www.china-fund.com and www.indiafund.net
Have a good day!
Hey, I think I finally found something that doesn't change! After the recent global volatility and political unrest this is assuring:
6.67300 × 10-11 m3 kg-1 s-2
The formula for Gravity!
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