Mar 11 2009

Eastern Europe: Memory Lane

I’ve been writing about Central and Eastern Europe a little bit recently for Taipan Insider, and I decided to take a trip down memory lane.

As you know, on my trips, I take a lot of pictures. Sometimes it’s hard to share them all with you, so we’ve created a Flickr account to post them all… Well, most of them, anyway. I’ve still got some photos from my trip to Vietnam and Singapore, and from Spain and Morocco to post, but you can find my Eastern Europe trip and my South America trip already posted.

I’ll also be taking the video camera and digital camera to South Africa, which is my next trip early next month. Like trip South America trip I’ll be compiling an in-depth investment video for you, but don’t forget to check out any photos on the Flickr site.

And feel free to send along any comments or questions! Use the form on the blog, or email me at insider@taipanpublishinggroup.com.

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Mar 09 2009

South Africa: To Invest or Not To Invest

I had lunch with the Taipan Publishing Group’s executive publisher, Sandy Franks, today. I collaborate with Sandy on my Taipan Insider articles that come out every Tuesday and Thursday.

We talked about my next trip… I’d been considering Australia, and contributing editor Archie Bayvel has offered to help me put together some great contacts, but he said I’d have to be nuts to come visit during “The Wet.” So I’ve pushed that trip back.

In the meantime, South Africa is on my radar.

In the past few days, I’ve seen a number of negative articles about Africa:

So my goal will be to find out how South Africa, the economic hub and biggest market south of the Sahara, is fairing. South Africa is supposed to be hosting the World Cup in 2010. That means a lot of hotel construction and infrastructure investments. I have to say, there’s been a lot of discussion about whether or not the country will be ready in time, but tickets have already gone on sale, and there’s no turning back.

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Mar 06 2009

Mining Industry: Base Metals Surge Higher

Base metals are trending higher today… Copper, Lead, Nickel, Zinc… all green. And each metal is showing signs of bottoming out after nine months of falling prices.

In fact, most base metals have been trading range-bound (meaning practically flat) since the start of 2009. Copper is actually starting to trend higher. Copper is considered an economic canary… When prices fall, economies are in for a slump. When prices rise, economies tend to become stronger.

Why? It all has to do with industrial growth. When economies are strong, they build things like factories, power plants, schools, and other infrastructure. That takes a lot of copper and other base metals.

Which is why, when China announced it could provide another stimulus package - like the $586 billion it issued last year to sustain industrial growth, commodity prices and commodity companies climbed in value.

But just yesterday, China announced it would not boost stimulus spending unless the economy showed it was necessary, and right now, China’s economy seems to be recovering slightly.

Exports are growing again, and China will continue to grow its GDP this year.

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Feb 25 2009

Mining Industry: Rio Tinto Story

About a month ago, I told you all here that Rio Tinto (RTP:NYSE) was in dire straits… But that was only half the story. The rest I told to the exclusive membership of Taipan Insider. Now, as the mining industry continues to make the news, particularly with China Investment Corp,’s (CIC) announcement that it will focus on natural resource investments - rather than make more investments in the failing sectors of finance and real estate - I want to share the rest with you, because it will lead us up to the current situation.

So here’s your exclusive peek at Taipan Insider…

BHP Billiton (BHP:NYSE) is a leading miner in nearly every metal and mineral in the world, with global operations stretching from Mozambique to Peru… Just look at these statistics:

  • 3rd largest copper producer
  • 6th largest aluminum producer
  • 3rd largest nickel producer
  • 4th largest gold producer
  • 2nd largest uranium producer
  • 2nd largest zinc producer
  • 4th largest coal producer

That’s a pretty stacked resume…

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