Thailand's New Vision

SnapShot Summary
-------------------------
. Thailand's New Vision.
. Mega Project
. A New City & A Dam 15km out of gulf of Thailand

http://www.bangkokpost.com/news/local/246421/thaksin-outlines-his-vision-for-a-new-thailand

No more bullish on Agroculture

http://www.businessweek.com/news/2011-07-10/investors-trim-bullish-agriculture-bets-as-supply-concerns-ease.html

China buys less than it's sell : Trade Surplus

Snapshot Summary
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. China Trade Surplus.
. China buys less than it sells.

http://www.theaustralian.com.au/business/economics/chinas-trade-surplus-widens/story-e6frg926-1226092052554

. China & Taiwan : Cross Marketing

Snapshot Summary
-------------------------
. China & Taiwan : Cross Marketing
. Taiwanese firm will benefit from the bigger China Market
. It's all down to economics
. First it is national then regional then global
. As different markets open up in the world
. Status Quo is a dangerous thing.
. Taiwan gets a bigger market, China gets a political advantage.

http://www.chinadaily.com.cn/cndy/2011-07/11/content_12872311.htm

Mango goes Russia : Growing Middle Class

Snapshot Summary
-------------------------
. Spanish Retailer Penetrate Russia
. with 30 more stores
. Target the wealthier than the Chinese Middle Class
. China GDP per capita higher but Russians double Chinese wealth.

http://www.reuters.com/article/2011/07/08/russia-mango-idUSLDE7670O120110708

Stock Markets : Bottomed Out ??

http://www.chinadaily.com.cn/hkedition/2011-07/09/content_12867444.htm

China to get Senior IMF post

http://investmentwatchblog.com/lagarde-to-give-china-senior-imf-job/

Malaysians Students in Taipei rallied for clean elections

http://www.taipeitimes.com/News/taiwan/archives/2011/07/10/2003507872

China Broker becomes Private Equity Companies

Snapshot Summary
-------------------------
. Private Equity in China
. Conducted by Securities Brokerage firms

http://www.reuters.com/article/2011/07/09/china-privateequity-idUSL3E7I902920110709

Price of Pollution - Aud$23 per tone of Carbon

Snapshot Summary
-------------------------
. Climate Change is serious business.
. Now there is a price on pollution
. $23 per tonne of carbon

http://au.news.yahoo.com/thewest/business/a/-/national/9815840/australia-sets-carbon-price-to-fight-climate-change/

Space Research goes Private

Snapshot Summary
-------------------------
. Space Travel goes Private
. Consumerisation of Space Research
. Robustness of US society
. Which other country's private sector can undertake this task ?
. NASA take on a more macro & strategic perspective.

http://www.jconline.com/article/20110710/NEWS050101/107100333/Researchers-Purdue-work-future-space-travel?odyssey=tab%7Ctopnews%7Ctext%7CFRONTPAGE

Malaysia : Bio-Fuel Research

http://www.theborneopost.com/2011/07/10/producing-biofuel-from-algae/

Sector Rotation : Bio-tech Stocks

SnapShot Summary
-------------------------
. Sector Rotation : Bio-tech Stocks

http://www.theage.com.au/money/science-is-golden-20110709-1h7n5.html

Private Space Ventures

http://www.cnbc.com/id/43686510

Vietnam : Smart Cities : Urban Development

Snapshot Summary
-------------------------
. Smart Cities
. Urban development
. Based on New SongDo

http://vietnamnews.vnagency.com.vn/Social-Isssues/213080/Smart-cities-aim-for-sustainability.html

GFC2 ? 20 points to consider

SnapShot Summary
-------------------------
. The greatest impact events has the lowest probability of happening
. The highest probability events has low to medium impact.
. Overall Risk is contained.
. But any of these could also be a catalyst for a GFC2

http://www.businessinsider.com/20-global-stress-points-you-need-to-watch-2011-7?utm_source=Triggermail&utm_medium=email&utm_term=Business%20Insider%20Select&utm_campaign=BI_Select_070711

Global Infrastructure : UK perspective

http://www.building.co.uk/news/global/global-news/global-infrastructure-the-$60-trillion-question/5021086.article

GeoThermal Electricity : Indonesia

Snapshot Summary
-------------------------
. Indonesia taps power of steam, 2 miles underground
. With help from foreign companies
. Chevron, GE, TaTa Steel

http://www.businessweek.com/magazine/harnessing-the-heat-of-indonesias-volcanoes-07072011.html

AirAsia on the Fly

Snapshot Summary
-------------------------
. AirAsia on the Fly
. Increases A300 orders to 300 from 200
. From $18B to $27B

http://www.secaucusnewjersey.org/airasia-increases-neo-jet-order-to-300-641.html

The Great American Sovereign Foreclosure

SnapShot Summary :
----------------------------
. America's Infrastructure being sold off.
. Who is behind it : Goldman Sachs.
. Who got bailed out by American Taxpayers
. Is now organizing the sale of taxpayer funded infrastructure like bridges, Porte even parking
meters
. Through Global Infrastructure funds.
. To Countries like China, Suadi Arabia and Kuwait.
. The Great American Foreclosure.

http://www.thebradentontimes.com/news/2011/07/07/opinion/is_selling_off_america_s_infrastructure_something_to_worry_about/

Global Economy : End of Soft Patch

Snapshot Summary
------------------------
. Bullish on World economy, 2nd half 2011
. Bad news over.
. China Interest rate tightening over...for now.
. US equities : 5th wave in Progress.
. China may go for C wave up still.

http://www.businessinsider.com/the-end-of-the-soft-patch-in-the-global-economy-2011-7

Update on BYD

http://www.china.org.cn/business/2011-07/07/content_22938270.htm

Japan's Builder in Australia(Sydney)

Snapshot Summary
------------------------
. Global crossroads.
. US & Japan's corporates seeks life outside their declining markets.
. Sekisui, Japan's largest home builder teams up with Singapore based Fraser
. In a 50-50 venture
. Into Sydney's mixed development. Commercial & residential.
. Citing fundamental reasons such as growing population & growing economy
. Which is dependent on China & specifically the mining industry.
. Says also there is a lack of quality housing in Australia.

http://www.reuters.com/article/2011/07/07/australia-sekisui-idUSL3E7I709N20110707

Restraint the Economy

SnapShot Summary
-------------------------
. Banks are the life line of the economy
. They provide the necessary capital & credit for businesses.
. Non-US banks are urged to tightened their money tap
. By increasing interest rates & capital reserves
. By discouraging borrowing and making lesser money available to borrow.
. The cost of money goes up.
. In effect the Global elites is saying slow down your economy in the name of inflation.
. So that the North Western hemishere has a chance to recover .

http://www.zacks.com/stock/news/56475/Non-U.S.+Banks+Stock+Update+-+July+2011

SKA & Perth

Snapshot Summary
------------------------
. $2.1 billion Square Kilometer Array
. Comes online 9 years later in 2020
. 10,000 times more powerful than current Telescope in use.
. Generate computer data in a day what the planet does in a year.
. New data centers constructed.
. Including the Pawsey High Performance computing in Perth

http://www.cio.com.au/article/392735/ska_telescope_set_generate_more_data_than_entire_internet_2020/

ToyRUs in UAE

Snapshot Summary
-------------------------
. American Toy culture penetrate UAE.
. American companies, continues to penetrate overseas market

http://www.albawaba.com/toys-r-us-expands-retail-operations-uae-381909

Too much money or Too little money

Snapshot Summary
-------------------------
. UK : No case for rate rise.
. At least in the Northern Western Hemisphere
. Australia is too delaying rate rise.
. Too dependent on Mining Industry & by its implication dependency on China as well.
. Money supply is not everything
. But without it, economy dies as well.

http://www.businesscornwall.co.uk/news-categories/cornish-economy-news-categories/no-case-for-rate-rise-123

Does more money always make the economy grow ? No

Snapshot Summary
------------------------
. Does more money always make the economy grow ?
. If by more money means more higher credit card limit
. When current owing is still struggling to be paid off
. Then No !
. The propensity to buy is not there.
. The inclination is to get jobs to pay off credit card & to save

http://www.csmonitor.com/Business/Stefan-Karlsson-s-Blog/2011/0706/Does-more-money-always-make-the-economy-grow

Russia : A changing era

Snapshot Summary
-------------------------
. Russia's Changing Leadership
. A reformed Russia.
. Open, progressive and forward looking.

http://www.stratfor.com/weekly/20110704-russias-evolving-leadership?utm_source=freelist-f&utm_medium=email&utm_campaign=20110705&utm_term=gweekly&utm_content=readmore&elq=b3df709474f24d95815bd8e9249e4f36

Global Infrastructure Project (part 4)

Snapshot Summary
-------------------------
. The Story of Arab's Gulf & India
. Is also the story of the world.
. Including Australia, Indonesia & Africa
. The Great Global Infrastructure Play of the decade.
. It might be the lost decade as far as equities is concern
. But it will lay the stage for the post 2025/30 Boom
. Money from excess credit finding a good home in infrastructure.
. The Global Infrastructure projects will provide a Base for the World's economy.
. If everything works out to plan.
. Maybe the world is not as haphazard as one thinks.
. There is some sort of global orderliness with the occasional local dispute.
. Old Enemies & rivals becoming friends & project partners
. China/Taiwan, Singapore/Malaysia, America/Russia
. The North-West needs to recover their strength thru Savings & investment.
. The South-East needs to pace itself lest it fatigue it's economy & get a inflationary fever that derails growth.
. The Global Infrastructure Project maybe the best thing yet for the World's economy.
. Investing in Real Tangible Assets.

http://gulfnews.com/business/economy/infrastructure-urbanisation-to-drive-growth-1.833641