Cempaka Business and Economy: The Next Great Emerging Markets

"A Summary" – Apr 2, 2011 (Kryon channelled by Lee Carroll) (Subjects: Religion, Shift of Human Consciousness, 2012, Intelligent/Benevolent Design, EU, South America, 5 Currencies, Water Cycle (Heat up, Mini Ice Ace, Oceans, Fish, Earthquakes ..), Middle East, Internet, Israel, Dictators, Palestine, US, Japan (Quake/Tsunami Disasters , People, Society ...), Nuclear Power Revealed, Hydro Power, Geothermal Power, Moon, Financial Institutes (Recession, Realign integrity values ..) , China, North Korea, Global Unity,..... etc.) - (Text version)

"The Timing of the Great Shift" – Mar 21, 2009 (Kryon channelled by Lee Carroll) - (Text version)

“ … Here is another one. A change in what Human nature will allow for government. "Careful, Kryon, don't talk about politics. You'll get in trouble." I won't get in trouble. I'm going to tell you to watch for leadership that cares about you. "You mean politics is going to change?" It already has. It's beginning. Watch for it. You're going to see a total phase-out of old energy dictatorships eventually. The potential is that you're going to see that before 2013.
They're going to fall over, you know, because the energy of the population will not sustain an old energy leader ..."

"Update on Current Events" – Jul 23, 2011 (Kryon channelled by Lee Carroll) - (Subjects: The Humanization of God, Gaia, Shift of Human Consciousness, 2012, Benevolent Design, Financial Institutes (Recession, System to Change ...), Water Cycle (Heat up, Mini Ice Ace, Oceans, Fish, Earthquakes ..), Nuclear Power Revealed, Geothermal Power, Hydro Power, Drinking Water from Seawater, No need for Oil as Much, Middle East in Peace, Persia/Iran Uprising, Muhammad, Israel, DNA, Two Dictators to fall soon, Africa, China, (Old) Souls, Species to go, Whales to Humans, Global Unity,..... etc.)

"The Recalibration of Awareness – Apr 20/21, 2012 (Kryon channeled by Lee Carroll) (Subjects: Old Energy, Recalibration Lectures, God / Creator, Religions/Spiritual systems (Catholic Church, Priests/Nun’s, Worship, John Paul Pope, Women in the Church otherwise church will go, Current Pope won’t do it), Middle East, Jews, Governments will change (Internet, Media, Democracies, Dictators, North Korea, Nations voted at once), Integrity (Businesses, Tobacco Companies, Bankers/ Financial Institutes, Pharmaceutical company to collapse), Illuminati (Started in Greece, with Shipping, Financial markets, Stock markets, Pharmaceutical money (fund to build Africa, to develop)), Shift of Human Consciousness, (Old) Souls, Women, Masters to/already come back, Global Unity.... etc.) - (Text version)

“… The Shift in Human Nature

You're starting to see integrity change. Awareness recalibrates integrity, and the Human Being who would sit there and take advantage of another Human Being in an old energy would never do it in a new energy. The reason? It will become intuitive, so this is a shift in Human Nature as well, for in the past you have assumed that people take advantage of people first and integrity comes later. That's just ordinary Human nature.

In the past, Human nature expressed within governments worked like this: If you were stronger than the other one, you simply conquered them. If you were strong, it was an invitation to conquer. If you were weak, it was an invitation to be conquered. No one even thought about it. It was the way of things. The bigger you could have your armies, the better they would do when you sent them out to conquer. That's not how you think today. Did you notice?

Any country that thinks this way today will not survive, for humanity has discovered that the world goes far better by putting things together instead of tearing them apart. The new energy puts the weak and strong together in ways that make sense and that have integrity. Take a look at what happened to some of the businesses in this great land (USA). Up to 30 years ago, when you started realizing some of them didn't have integrity, you eliminated them. What happened to the tobacco companies when you realized they were knowingly addicting your children? Today, they still sell their products to less-aware countries, but that will also change.

What did you do a few years ago when you realized that your bankers were actually selling you homes that they knew you couldn't pay for later? They were walking away, smiling greedily, not thinking about the heartbreak that was to follow when a life's dream would be lost. Dear American, you are in a recession. However, this is like when you prune a tree and cut back the branches. When the tree grows back, you've got control and the branches will grow bigger and stronger than they were before, without the greed factor. Then, if you don't like the way it grows back, you'll prune it again! I tell you this because awareness is now in control of big money. It's right before your eyes, what you're doing. But fear often rules. …”

Sunday, May 25, 2008

The Next Great Emerging Markets

By Kristin Graham, The Motley Fool, May 24, 2008

Close your eyes ...

Imagine yourself as an investor more than a century ago -- prior to the industrialization of the United States. Would you have bet your money on the growth potential of our nation? Knowing the outcome a hundred years later, you wouldn't hesitate to answer.

We can't rewind to the past

Unfortunately for our generation, those days are long gone on domestic soil. The opportunity for high-flying GDP growth and rapid infrastructure development is in the past.

GDP growth in the United States has averaged just 3.3% annually for the past 25 years. It will struggle to reach even 1% this year, despite continuous technological advancement in the United States. And because many guru investors, including Warren Buffett, argue that GDP growth is a key ingredient to long-term market returns, the future doesn't look so bright for domestic-only investors.

But even if you weren't around for the roaring '20s, you didn't completely miss your chance for the exponential growth that infrastructure development can offer. While the U.S. can no longer capitalize on heavy infrastructure expansion for growth, beyond our borders lies a world full of nations -- exploding with growth -- that can.

A new investment frontier

China and India certainly won't be running out of steam soon, but these countries are already emerging and are off to a great start. To capture the even more exciting early years of initial growth, you need to find economies that possess characteristics that point toward becoming the next emerging market.

While not as prominent as the BRIC foursome of Brazil, Russia, India, and China, investor buzz is starting to collect around tiny economies such as Vietnam, Indonesia, and Bulgaria. Dubbed as the "Frontier Markets" by the Barra Index, these economies are just beginning their development stages; they hold less than 1% of the money invested in stock markets worldwide.

But that will all change soon. Goldman Sachs anticipates that Indonesia and Vietnam will be two of the 15 largest economies. And looking at the accomplishments of past emerging markets, the prospects are enticing. According to a recent Newsweek article, the current major emerging markets, including China and India, also held fewer than 1% of worldwide stock market money back in 1987. Today, that share has increased to 12%.

Sign me up

Unfortunately, gaining access to these markets isn't always that easy. While a handful of notable American Depositary Receipts (ADRs), such as Telkom Indonesia (NYSE: TLK) or Bancolombia (NYSE: CIB), offer investors direct exposure to these frontier economies, there aren't many companies available for direct investment. But that doesn't mean your only option is to fall back on an ETF or closed-end fund.

The key is to search for strong global players that can capitalize on the growth in these countries by investing portions of their business there. This will provide exposure while minimizing some of the risk inherent in investing in frontier markets.

For example, American International Group (NYSE: AIG) owns a majority stake in a Bulgarian telecommunications company, and Allied Irish Banks (NYSE: AIB) agreed to purchase a stake in a Bulgarian bank earlier this year. General Electric (NYSE: GE) has been investing in Vietnam since 1993, and energy behemoth ConocoPhillips (NYSE: COP) has become the largest foreign investor in any industry in Vietnam -- plowing more than $1.3 billion into invested capital projects since 1996. And while you probably associate Nigeria with scam emails, it's the largest oil producer in Africa. ExxonMobil (NYSE: XOM) is so bullish on the country's prospects that it will continue its $11 billion investment in the country's oil sector through 2011.

And it isn't just enormous firms who are optimistic. Fund managers are tapping into these countries for foreign portfolio exposure. According to Cliff Quisenberry, manager of the Eaton Vance Tax Managed Emerging Markets Fund, countries in the bottom 4% of the world capitalization universe returned roughly 18.1% annualized over the past decade, versus a 5.6% average return for developed markets.

Don't miss your chance this time

A recent U.N. conference had good reason to rank Vietnam as the sixth most desirable place to invest. Simply put, frontier markets offer untapped potential to informed investors.

That's why our Motley Fool Global Gains team is headed to some of these markets (Indonesia, Vietnam, and Singapore, as well as China) in a few weeks for a firsthand look at the growth opportunities in these regions.

Cempaka Business and Economy

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Sunday, May 25, 2008

The Next Great Emerging Markets

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