KK. What play are you making? You following this stuff?

Read more

http://www.reuters.com/a...le/idUSTRE67832X20100810

States in the Red

Most states have addressed or still face gaps in their budgets totaling $121 billion for fiscal year 2011:

http://s.wsj.net/public/...GET100414_20100414.html

Africa rises with the East on the back of an improving political climate and most importantly, the rule of law.

"Gabon, a small west African oil-producer seeking to emerge from decades of dictatorship, is planning $4.5bn of agriculture and infrastructure ventures in what would rank among the biggest investment packages by Asian powers in Africa.

In an announcement timed to coincide with the celebrations of the 50th anniversary of Gabon’s independence from France, the government said Indian and Singaporean groups would invest in timber, palm oil, housing and road-building projects as well as constructing a special economic zone...."

Read more:

http://www.ft.com/cms/s/...-86dd-00144feabdc0.html

Private Equity Group Seeking Financial Institution Partner

A Singapore based private equity firm seeks to acquire and/or JV with a commercial banking institution to invest private equity for them.

Their criteria is:

1. Minimum USD$1 Billion + of pre existing, mandated deal flow pipeline including exhaustive dd and audited financials.


2. Minimum transaction size USD$100 million + of already established ebitda of USD$25 million + each.


3. Management easy to deal with and able to efficiently execute detailed instructions.


4. Strong financial center branch network and commercial brand.


5. Not currently managing private equity.


If you know of a viable candidate, please e-mail me at karanjakinuthia@hotmail.com

@ Hishah. There are five asset classes that are perpetually competing for investor attention:

* Debt
* Stocks
* Technology
* Commodities
* Real Estate

Currencies are the transmission mechanism that investors can gauge their losses or gains.

During the Sovereign Debt Crisis of 1931, the Dollar rallied as a safe haven to South American and European nations who defaulted on their debt obligations. Therefore, a present day strong Dollar is a replay of the safe haven status that the Greenback enjoys in tumultuous times.
Interestingly, stocks boomed between 1932 and 1937 because, remember, the world was gripped by a debt crisis causing a flight from debt. Technology had already enjoyed in day in the sun, fueling the 1921 - 1929 bull run concentrated in automotive and airline stocks. Commodities had peaked earlier in 1921 whilst real-estate was a no-go zone; property prices hit 30 cents an acre in Virginia during the Great Depression.

Fast forward to present day and the sovereign debt structures of the Western world are being called into question. Investors have two options left in the wake of the 2000 Dot Com (technology) bust, 2007 real estate bust and 2010 Sovereign Debt Crisis - commodities and stocks.

One more point to note, performance of the stock market is not always an indicator of economic performance. Take for instance the Shanghai Composite Index which was in decline between 2001 and 2006 whilst the Chinese economy was steaming ahead. Therefore, global stock markets may boom as an alternative to the debt markets whilst economies stagnate or even decline.