Global market update!

**Valuegrowth** · 10-12-2015, 05:51 AM

Lower commodity prices are boom for some industries and oil importing countries. We will see more money in the pocket of global consumers and they will create demand for other consumer items. We will see growth in other areas and there will be opportunity in those areas. It is time to take advantage from lower commodity prices through listed companies in global markets. Lower oil and grain prices are boom for some industries.

**Valuegrowth** · 09-01-2016, 01:26 PM

Many talk about China chaos and global market drop. But there are opportunities even in markets like today.

Globally, listed poultry stocks are doing well despite global market selloff. Pilgrim's Pride Corporation (PPC) up by more than 3% on a volume of 2667628. TSN and SAFM are also resilient. Shares in Shenzhen-listed (China) poultry producers also went up on a volume of 3645184. Lay Hong Berhad listed poultry company in Malaysia is also up by more than 3% on Friday. Chicken and egg stocks could outperform others in 2016 due to strong poultry market outlook.

Listed Asian poultry producers also should do well in 2016 due to tight poultry supply situation and demand for poultry products. Lower oil and feed prices are benefiting their industry lot. Many countries in Asia and Middle East have banned or suspended poultry products import from France as well.

Finally, we should see strong rebound in global markets sooner than later. South Asia has more edge over other Asian region. There will be opportunities in markets such Japan, South Korea, India, Indonesia, Europe and the USA in selected sectors. Among frontier markets, Sri-Lanka is attractive on valuation and we can see some strong activities in the coming months. Chinese consumer sector and internet sector will have more growth over other sectors. Both Australia and New Zealand will have more opportunity to export meat to China in the coming decade.

We should see more weakness in commodity prices in 2016 as well. After long period gold should trade below $1000.Oil importing countries and commodity consuming companies will become winners. Global consumers will have more money in their pocket thanks to lower oil and gas prices. They will create demand for other products.

Asian currencies especially south Asian currencies should appreciate against basket of currencies including NZD and AUD in 2016. USD also will stay strong.

We are not going to see end of easy money policy in 2016. FED might have cautious approach to their rate decisions. Still there will be demand for stocks globally in 2016 as well. China chaos is opening up another great opportunity for global investors in global stock markets.

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** · 17-01-2016, 04:44 PM

Is lower oil good for the Economy? Yes
Are interest rates low? Yes. It is still historically low.
Are valuations too high? No. Globally there are plenty of value markets, sectors and stocks
Can we expect higher earnings from listed companies globally? Yes.

Strong fundamentals are still intact. Therefore, year of 2016 is going to be another year of opportunity.

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.

**macduffy** · 17-02-2016, 09:16 AM

Here's a recent article from Saeculum Research. Well worth a read.

http://www.saeculumresearch.com/big-...=2595&pubid=bp

**Daytr** · 17-02-2016, 06:54 PM

Good article Macduff, thanks for posting.
And I think he's spot on in regards corporate earnings.
Multinationals have also relied on offshoring to avoid paying tax and that appears to be tightening up as well.
One thing he didn't mention is the growing disparity of wealth creates lazy capital.

**Valuegrowth** · 17-02-2016, 08:40 PM

Originally Posted by macduffy

Here's a recent article from Saeculum Research. Well worth a read.

http://www.saeculumresearch.com/big-...=2595&pubid=bp

Thank you for the Article.

**Valuegrowth** · 05-03-2016, 06:05 PM

After recent brutal sell-off there are tremendous value in stocks in some Asian frontier markets such as Pakistan, Sri-Lanka and Bangladesh. Even Goldman Sachs is very bullish on Indian prospects. South Asia is one of the bright spots in global markets.

Frontier-market equity funds from Sweden to Hong Kong are ready to buy more Asian frontier market stocks attracted by cheap valuations and growth.

http://www.cnbc.com/2016/03/01/three...ommentary.html

Three hot frontier markets to invest in now

http://www.bloomberg.com/news/articl...eloped-markets

Frontier Stocks Score Rare Big Win Over More-Developed Markets

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.

**macduffy** · 09-03-2016, 10:08 AM

Here's a sobering article on the implications of the "new normal" slower economic growth predicted by some for the USA - and the rest of us.

http://www.crestmontresearch.com/doc...me-Changer.pdf