US republicans wants a Balanced Budget Constitutuonal Ammedment

Snapshot Summary
--------------------------
. US republican senate wants a Constitutional change for a Balanced Budget Ammedment

http://www.statesman.com/opinion/cornyn-the-u-s-constitution-needs-a-balanced-1575926.html

Phillipines : On the Infrastructure project trail

Snapshot Summary
-------------------------
. Countries putting their house in order.
. Reorganizing, restrategising for next era
. Era of consolidation.
. Phillipines after foreign investment.
. Capitalizing the country.

http://www.mb.com.ph/articles/325031/companies-lining-build-infra-projects-after-rating-upgrade

Cayman vs Singapore as a Tax & Regulatory Haven

Snapshot Summary
-------------------------
. Singapore positioning itself as a Tax & Regulatory Haven
. Offers itself as a Living Laboratory as well to attract Foreign Investment

http://www.gfsnews.com/article/2267/1/Cayman_hits_back_at__gloating__Singapore

US icon exports Overseas : Japan

Snapshot Summary
-------------------------
. US icon exports Overseas : Japan
. Tiger Woods does Japanese Commercials for Pain Relief rub.

http://theweek.com/article/index/216887/tiger-woods-sad-japanese-heat-rub-endorsement

Africa : Astronomy Hub ?

Snapshot Smmary
-------------------------

http://www.southerntimesafrica.com/article.php?title=Africa_seeks_to_become_astronomy_hub&id=6091

Fidelity Select Stocks

Snapshot Summary
-------------------------
. Fidelity Select Fund's Trending Stocks
. A : Agilent Technologies
. AH : Accretive Health Inc
. BIIB : Biogen Idec

http://www.investors.com/NewsAndAnalysis/Article/576960/201106301807/Trends-In-Fidelity-Sector-Funds.htm

Countries competing to grab market share globally

Snapshot Summary
-------------------------
. If Countries are thought of as conglomerate whose measure of activity is GDP
. It must reach out globally to increase customer base.
. Competition of countries to grab market share in this globalization.

http://www.chinapost.com.tw/taiwan-business/2011/07/02/308282/Taiwan-firms.htm

Gold as a Currency

Snapshot Summary
-------------------------
. US$ delinked from Gold
. Central Bank hold Gold as Reserves
. So although US$ is not pegged to Gold anymore
. It's still held by Central Bank.
. So couldn't countrIes like Australia instead of printing money just mine for money ??

http://www.fool.com/investing/general/2011/06/29/lifting-golds-veil-of-secrecy.aspx

BYD ShenZhen IPO

Bearish Defense Stocks

Snaphot Summary
------------------------
. Defense spending will reduce with Troops pull out.
. As Pentagon goes covert
. Boeing spends $4.1m to lobby for contracts.
.
http://www.forbes.com/feeds/ap/2011/06/30/business-industrials-us-boeing-lobbying_8544876.html

IMF going Legal & Administrative with Lagarde

Snapshot Summary
-------------------------
. Why a woman ? - To get the job done.
. Why a lawyer ? - To get the job done.

. Woman lawyer - practical, doggedness, meticulousness & attention to details.
. IMF going legal.

http://www.businessdailyafrica.com/Opinion+++Analysis/Why+Lagarde+was+elected+IMF+boss/-/539548/1192150/-/w1dbpsz/-/

US Millitary goes Covert

Snapshot Summary
-------------------------
. General Petreus : From the battlefield to Covert Agency CIA
. Leon Penatta : From Covert Agency to policy making Pentagon

So what we get is covert policy & operation as US withdraw troops from Middle East.
CIA gets an understanding of ground experience
Pentagon gets an understanding of Covert experience.
Left and right hand coordination.

Richest Person in the world is a woman . Gina Rhinehart

Snapshot Summary
-------------------------
. Richest Person in the world is a woman
. Gina Rhinehart
. $100B
. Mining Industry

http://www.nbcsandiego.com/news/business/The-100B-Woman-Youve-Never-Heard-of-124775019.html

GMCR : Short term short play

Snapshot Summary
-------------------------
. 60 miniute Chart
. Stochs Bearish Divergence
. Extreme O/S
. Broke out of Triangular uptrend consolidation
. Target $87

5 Yahoo Finance Breakout Stocks.

Snapshot Summary
-------------------------
. Yahoo Finance Breakout Stocks.
. Soda Stream (SODA)
. krispy Kreme (KKD)
. Coffee Holding (JVA)
. Service Source International (SVA)
. Cardiovascular System (CSII)

http://finance.yahoo.com/blogs/breakout/5-technically-strong-stock-picks-180109795.html

Infrastructure Investments to Soak up excess liquidity

Snapshot Summary
-------------------------
. Australia NSW, sets up a infrastructure company
. Mission to repair and upgrade NSW
. 20 years broad plan and a 5 years action plan
. Infrastructure investment is a global theme.
. India says it has $1Trillion of investable projects
. Where is the money coming from ?
. No new liquidity with interest rates going up.
. Herding of idle funds, speculative funds, equities Mkt into Savings
. To soak up excess liquidity

http://www.supplychainreview.com.au/news/articleid/74557.aspx

Cities' Vietnam Strategy

Snapshot Summary
-------------------------
. CitiGroup practicing Buffet theology
. Be greedy when others are fearful, fearful when others are greedy.
. Vietnam, 20% inflation .
. Economy floundering
. Investing and grabbing market share when there are no competitor .

http://online.wsj.com/article/SB10001424052702303763404576417431464478002.html

US to cancel Egypt's debt by 1/3 in 3 years

Snapshot Summary
-------------------------
. US to cancel 1/3 debt in 3 years

http://www.almasryalyoum.com/en/node/473201

End of Tanjong Pagar Railway Station

http://www.todayonline.com/Singapore/EDC110701-0000361/The-end-of-an-era-rolls-out

China's Beijing-Shanghai Bullet Train

SnapShot Summary
-------------------------
. US$30 B Bullet Train.
. To celebrate the 90th Anniversary of Communist rule in China
. Its about 1,400 km from Shanghai to Beijing
. At 300km/hr it will take about 5 hours to arrive
. So now the Political-Commercial center of China is nearer & more assessable.
. The economy might be the biggest but the ego born out of a need to prove is also big.

http://www.latimes.com/news/nationworld/world/la-fg-china-train-20110701,0,7394150.story

July's Geopolitics diary of Events

Snapshot Summary
-------------------------
. 1 July : China celebrates 90 years of communism
. 3 July : Thailand Goes to Election
. 4 July : USA celebrates Independence Day

http://online.wsj.com/article/SB10001424052702303763404576417503968123210.html

Soros : Lays out goals for Open Society Foundations.

Snapshot Summary
-------------------------
. George Soros plans for his after-death
. Lays out goals for Open Society Foundations.
. Soros is 80yrs old.

http://www.advisorone.com/article/george-soros-lays-out-goals-open-society-foundations-after-his-death

HSBC cuts jobs in Europe

SnapShot Summary
--------------------------
. HSBC cuts jobs in Europe.

http://www.reuters.com/article/2011/06/30/us-hsbc-idUSTRE75T3LH20110630

Singapore & Malaysia partnerships

Snapshot Summary
-------------------------
. Rivals becomes partners
. Singapore & Malaysia
. Who were once the same country
. Till they split up in 1965.
. Singapore became an independent State.
. Why the partnership ? In what was a friendly hostile competitors.
. Could be due to the stepping down of Lee Kuan Yew who has been a
Deterent factor in partnership probably due to old wound and baggage.
. Could be due to the rise of Islamic finance and Arab world.

http://online.wsj.com/article/SB10001424052702303627104576413483673299262.html

Singapore to have tougher capital rules than required

Snapshot Summary
-------------------------
. Singapore to have tougher capital rules than required
. Going overboard ?
. Trying too hard to please ?

Taiwan increase interest rate

Snapshot Summary
-------------------------
. Taiwan raises interest rate 5th time this year.
. From 1.75% to 1.875%
. Or 25%
. What effect does that have on the economy.
. Gradually decreasing money supply.

http://online.wsj.com/article/SB10001424052702304584004576417421592049558.html

Bullish On Airlines

Snapshot Summary
-------------------------
. JP Morgan Bullish on Airlines
. Oil price down.
. Better management
. Take a look at JetBlue : CNBC Option Stock

http://www.businessinsider.com/jp-morgan-airline-industry-to-stay-profitable-despite-weaker-demand-2011-6

Japan's Production Increased

Snapshot Summary
-------------------------
. Japan's Industrial Production Increase
. Yen Rebound.
. Deflationary trend continues.

http://www.ibtimes.com/articles/171280/20110629/japanese-yen-rises-on-rebounding-industrial-production.htm

India offers $1 trillion investment opportunities.

Snapshot Summary
-------------------------
. India offers $1 trillion investment opportunities.
. Where is all the money going to come from ?

http://timesofindia.indiatimes.com/business/india-business/India-offers-1-trillion-investment-opportunities-Gopalan/articleshow/9040778.cms

Russia Privatisation : China Buying

Snapshot Summary
-------------------------
. Russia's Privatisation programme
. Market opening up.
. Foreign investment drive
. Opportunity for Chinese Investment.

http://news.xinhuanet.com/english2010/china/2011-06/30/c_13958096.htm