Global market update!

[Valuegrowth]

Emerging market returns in this year is not as bad and some thought. Turkey is the emerging markets leader, up 13.9% followed by India up 10.9 % during past three months. Russia has gained buy 10.7%. Brazil’s shares has risen an average 8.9 this year. Even in China it is up by 4.1 %. Some emerging and frontier markets have seen a huge flow of foreign investment in May. Since the start of last year among frontier markets Bulgaria’s market has soared 91%, Pakistan’s has jumped 88%, and Nigeria’s has risen 47% by May 2014. In the meantime Vietnam’s stock markets plunged by 15% between early April and mid-May this year. We can clearly see as long as value is there investors are willing to invest in frontier and emerges stocks markets now. Among emerging market stocks, selected Russian energy, banking and telecommunication stocks and Indian tea stocks could do well in 2014.

I found following link posted on March 31st.

http://voiceofrussia.com/2014_03_31/...m-Rogers-1172/

31 March, 13:40

“Time to buy Russia!” - Jim Rogers

http://www.business-standard.com/art...2000445_1.html

Tea stocks were in demand.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

Any market when it becomes too hot there will be sell off. I believe Investor attention will go to undervalued markets and stock markets which didn't have bull market sofar.

http://online.wsj.com/articles/prope...ing-1403612731
Dubai Market Tumbles Amid Property Stocks Selloff

http://www.businessweek.com/articles...k-market-crash

Why Is Dubai’s Stock Market Crashing?

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

What a day was for global stocks markets. Asian markets too followed the U.S shares. Both Japanese and Hon Kong market were very active. Even European stocks climbed. Suzuki Motor rose in Japan. Among Asian emerging market India market has a good day. There is a demand for banking, infrastructure and tea stocks in India. Among Asian frontier market finally Sri-Lankan market is showing some strength. This could be one of the markets to watch in the coming months. Just like India, there could be great demand for banking, infrastructure and tea stocks in the coming months in Sri-Lankan market. In addition consumer staples stocks will have great demand in Asian emerging and frontier markets specially for meat and beverages related stocks.

http://in.reuters.com/article/2014/0...0PD2QM20140702

Sri Lanka bourse at over 1-yr high on Keells; Hemas boosts turnover, inflows

http://www.reuters.com/article/2014/...0PD2GY20140702

India shares surge more than 1 pct to record high

In the meantime Corn futures dropped to a five month low. Soya bean also fell. We can expect favourable growing conditions in the U.S., the world’s top Corn exporter. Globally grain prices are under pressure now. This will lead to lower inflation. In the currency market there is some strength for both NZD and AUD due to short term speculation.USD will start its bull journey sooner than later.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

The US dollar strengthened. DOW passed 17,000. Stock markets in Germany, France, Iceland and Ireland also had a good run.

http://online.wsj.com/articles/stock...her-1404389747

Dow Jones Industrial Average Closes Above 17000 for First Time

Corn futures entered the bear market. Oil, gold, soya bean and rice all went down. Cattle futures extended a rally to a record. Good time ahead for listed meat companies especially for poultry companies globally. Prices for wholesale beef went up 24 percent this year. An all-time high of $2.4865 for a pound of beef reported today. Cattle prices have climbed 15 percent. We’re going to see beef as the rich man’s meat. This new development will lead to more demand for poultry.

Among South Asian emerging and frontier markets, Pakistan stock market was in the limelight in 2013. Next we saw it in India. There is a great demand for defensive stocks and Tea stocks these days in Indian market. We are seeing some uptrend in Colombo Stock Exchange (CSE) now. Even Bangladesh stocks made modest gains last week. We can see foreign fund entering market such as Colombo Stock Exchange and Dhaka Stock Exchange now.

http://www.reuters.com/article/2014/...0PE2YG20140703

Sri Lanka stocks hit over 13-month high on financials, foreign buying


http://www.thefinancialexpress-bd.com/2014/06/28/41861

Share prices end higher

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

If we analyse global markets there is a demand for consumer staples stocks now. Lower grain prices will benefit European and American Food processing companies in the coming years. As I expected grain prices are falling rapidly now. What a week was for commodity market. Soybean futures posted the longest slump in 41 years. Corn fell to a four-year low. Other grains such as wheat, oat, rice and canola etc also slumped last week. Global soya bean and corn supply will climb in the coming years. The grain entered a bear market this month. SAFM was one of my favourites companies that I followed in bad and good times. Global poultry companies listed in other markets such as emerging and frontier markets too will have great run in the coming months and quarters.

http://www.thestreet.com/story/12771...o&cm_ven=YAHOO

Sanderson Farms (SAFM) Hits New Lifetime High

Among commodities selected soft commodities such as Tea and Cocoa and live stocks will maintain their uptrend. We will see rally in listed tea companies and tea related companies in India, Sri-Lanka, Kenya and other global markets due to favourable industry prospects.

http://www.bloomberg.com/news/2014-0...op-grower.html

Tea Rally Seen Reviving Profit at World’s Top Grower

http://in.reuters.com/article/2014/0...0PJ38120140708

Bangladesh tea prices up on strong demand for quality leaf

currently we can see strong tea prices for high quality tea in Sri-Lanka. Tea prices have picked up even at the Mombasa Tea auction in Kenya.

http://online.wsj.com/articles/emerg...ces-1404849640

Emerging Markets' Chocolate Lovers Boost Cocoa Prices

After recent spike both Crude oil (wti) and Crude oil (Brent) too had a sell off. They are trading around USD 100 and 106 respectively.

In the meantime NZD touched fresh three year high due to speculation. I believe just like grain prices NZD also will have its bear market sooner than later. Three main commodity currencies in the world are NZD, AUD and CAD. Therefore these currencies will follow commodity prices. USD will become one of the bull currencies during next 10 to 18 months.

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

USA stock advanced despite geo political crises. Lately among Asian markets, emerging and frontier market such as China and Sri-Lanka are showing some strength. Grain is in bear market territory now. Sooner than later commodity currencies such AUD, NZD and CAD too will go to bear market territory. Among commodities tea, coco and live stocks will have demand. Listed Meat stocks are going to shine more in the coming quarters. These type of commodities have become emerging commodities now. In addition, there is some hope for aluminium too. In the mean time dairy producers will have lower margin as dairy prices remain under pressure. Fall of NZD is imminent.

http://www.foxbusiness.com/industrie...-lifts-prices/

Roosters' fertility problem hits U.S. chicken supply, lifts prices

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

[Valuegrowth]

I believe globally stocks with lower valuations will outperform the market. There could be some pressure on S & P 500, NASDQ and Dow in the short run. Still value stocks especially some consumer staples will have demand. Among Emerging and frontier Asian markets both China and Sri-Lankan markets will have some great value opportunities. Even in Bangladesh market there will be some opportunities. Undervalued consumer staples will be the place to watch. We cannot simply ignore large population and number of mouths in Asia in the future. In addition to multi national companies operating in Asia, well managed locally grown companies will maintain their growth. In the currency market US Dollar hit eight month high against Euro. NZ dollar could fall further in the coming weeks.

http://www.nasdaq.com/article/4-cons...s-esp-cm373579

4 Consumer Staples for Earnings Beats - Earnings ESP

https://www.moodys.com/research/Mood...ble--PR_302924

Moody's: Outlook for Sri Lanka banking system stable

http://www.bloomberg.com/news/2014-0...est-eases.html

Bangladesh Forecasts Strongest Growth Since 1980 as Unrest Eases

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

[Valuegrowth]

There may be another opportunity for bargain hunters and value hunters from the current global selloff in stocks. More investors will go behind value investment now. They will prefer undervalued markets, sectors, commodities, currencies and stocks to overvalued markets, sectors, commodities, currencies and stocks now. USD is an undervalued currency and NZD is number one overvalued currency in the world. Some markets including frontier markets are less correlated to current turmoil in markets and their coming bull markets are still intact as they didn’t have bull market yet. We didn’t see bigger selloff in markets such as Poland, Oman, Kenya, Sri-Lanka, Philippines, Romania, Tanzania, UAE, Jordon, Hungary, Brazil, Mexico, Iceland, Egypt and Bulgaria etc. Most of these markets were up or flat on Friday.

In the meantime oil is heading for the biggest weekly drop in 7 months. There is a sharp drop in soyabean prices as well. Among soft commodities quality tea and coffee will have demand and prices will appreciate accordingly. There were some supports for Gold as well.

http://www.nasdaq.com/article/the-gl...ntier-cm370552

The Global Guru: Double-Digit Percentage Gains on the 'Final Frontier

http://www.bloomberg.com/news/2014-0...st-dollar.html

Asian Currencies Complete Weekly Drop as U.S. Data Boost Dollar

http://www.bloomberg.com/news/2014-0...s-freight.html

Shipping Rates Drop as China Hydro Power Cuts Coal Need

Have a nice week end!

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please do your own research prior to making any investment decisions.

[Valuegrowth]

What a Friday for DOW and S & P 500. DOW and S&P 500 are trading above 17,000 and 2000 respectively now.

Among emerging and frontier markets in Asia pacific region, we can see continuous strength in stock markets such Vietnam, Sri-Lanka and India. After some pull backs The Philippine Stock Exchange index added 13.26 points or 0.19 percent to close at 7,146.35, the highest finish for 2014 by 26^th August. Currently their index is trading around 7050. In the meantime after recent sell off Pakistan stock market went up strongly on Friday. We are seeing some strength in Chinese stock market as well. In the mean time the main index of the Nairobi stock market is up 15 per cent so far this year. Some of these markets still have legs due to attractive valuations. It is time to avoid extremely overvalued markets and focus on undervalued markets and undervalued assets globally.

http://uk.reuters.com/article/2014/0...0QY3JQ20140828

SE Asia Stocks -Philippine shares retreat on rate outlook; Thai PTT drops

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked sites. Please do your own research.

[Valuegrowth]

The Standard & Poor’s 500 Index fell from a record. Asians markets were active on Friday. China and Sri-Lanka late starters to the current global market uptrend are showing gradual strength in their markets now. At least they have 20% upside potential. These are the two stocks markets to watch in the coming weeks and months as they have more value stocks. Even in other Asian markets such as Japan, Hong Kong, Indonesia, Philippine and India also were very active. Investors are leaving gold and invest in stocks now. Asian food and hot beverages sector should outperform other sectors in the coming years. Asia’s growing demand for high quality food products will create opportunities for share market investors and private equity investors in the coming years. In addition there will be acquisitions opportunities in food and beverage sector in Asia Pacific region in the coming years.

The U.S. Dollar Index advanced for a 10th straight week, the longest since at least March 1967. Grain prices are tumbling further. Finally Commodity currencies such as NZD and AUD also have started their bear journey now. Fall of NZD and AUD will accelerate further in the coming months and next year.

http://www.abc.net.au/news/2014-07-0...-weste/5570328

Asian demand for beef, lamb and poultry surges ahead of western markets

My ideas are not a recommendation to either buy or sell any security, commodity or currency. Please note that I do not endorse or take responsibility for material in the above hyper-linked site. Please do your own research