rub92me
Don't look back
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Another boom sector (niche) I will put forward: Lithium and its relatives. An ever increasing fleet of Lithium battery powered electro/hybrid cars will be driving around in a town near you in the next 5 years...
chops_a_must
Printing My Own Money
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- 1 November 2006
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Ageing population - Retirement village operators & Healthcare
And a bit more morbid: IVC - Invocare (funeral services).
Having said this, it must be a harsh, almost disrespectful venture to seek to profit from funeral services.
Especially when they re-use those expensive coffins!
Nyden
G.E. Money Genie
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- 23 May 2007
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What about exercise equipment? Surely governments will have to start subsidising this; what with our high obesity rates :
I believe energy will come back into heavy focus soon; but more so the green alternatives (think there's already been a bit of a boom there) ... Spec energy companies could be as hot as spec miners were.
:I believe energy will come back into heavy focus soon; but more so the green alternatives (think there's already been a bit of a boom there) ... Spec energy companies could be as hot as spec miners were.
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Alcohol, due to the Government's stimulus.
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- 19 March 2006
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handguns ?
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- 24 August 2006
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Carbon Credits will be a very tradable economy soon.
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Carbon credits combined with gold mining... Lihir with their geothermal vent will go a long way.
inenigma
Oh Sh*t.... That didn't work.
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- 22 November 2008
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Sex and Drugs and Rock and Roll...
Sorry, Ian Drury already predicted that !!!!
Sorry, Ian Drury already predicted that !!!!
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- 18 August 2008
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AGRICULTURE and anything related to it - fertiliser, farming machinery
SOLAR CELLS epically the thin film and any new cheap way to make them
STEM CELL technology in medicine
NANOTECHNOLOGY giving us new, stronger materials
SOLAR CELLS epically the thin film and any new cheap way to make them
STEM CELL technology in medicine
NANOTECHNOLOGY giving us new, stronger materials
Glen48
Money can't buy Poverty
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- 4 September 2008
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Printing presses, drums of Red inks, numbering machines which can be set as zillions (Mug arby could have some soon on E bay). Large trucks to carry the loot and special wheel borrows with solar calculators, large price tags which will take a lot of 00000, tow trucks to collect abandoned cars, Air con and Worlds largest small screen TV's to suit tents. Pedal power PC's to place bets online.
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Food
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- 17 November 2008
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honest question, why would u think food and agriculture now? what would be the reason to instigate a boom in this sector in todays environment?
I agree the health and biotech sectors will outperform other classes. Also I don't think we should dismiss the mining sector as a worthy investment considering that the market is already pricing in a huge slump in global commodities demand (which has arrived and we expect to worsen).
On that note, I must say I don't think the expectation of subdued demand is the main driver of lower commodity prices, rather the recent (bizarre) strength of the US dollar is the principle cause of the collapse in commodity prices. And once investors realizes that the US is not as credit worthy as they think it is (especially with all these govt bailouts and deficits), we will start to see a run on the dollar, and ergo a rise in dollar denominated commodities. That's not just my prediction, that's the aim of US macropolicy (reducing nominal interest rates). In essence, the US needs a weak dollar, to protect its manufacturing sector, which is teetering right now.
On that note, I must say I don't think the expectation of subdued demand is the main driver of lower commodity prices, rather the recent (bizarre) strength of the US dollar is the principle cause of the collapse in commodity prices. And once investors realizes that the US is not as credit worthy as they think it is (especially with all these govt bailouts and deficits), we will start to see a run on the dollar, and ergo a rise in dollar denominated commodities. That's not just my prediction, that's the aim of US macropolicy (reducing nominal interest rates). In essence, the US needs a weak dollar, to protect its manufacturing sector, which is teetering right now.
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I like food because as Temjin mentioned earlier people have to eat.
I think there are a few reasons why food will be heavily involved in the next boom.
Asia will be the first place to recover from the current global chaos.
China's urbanization will continue, the government there has already
allowed farmers to lease their land. Not many young Asians want to be farmers. Many Asian males have trouble finding brides who want to live on the land, so many North Asians import wives from poorer South East Asian
countries. So many from rural areas will contiune to try their luck in the big smoke.
Also you need protein to build skyscrapers. Its just not realistic to expect Asian expansion on Tofu snacks and rice cakes. These guys are going to need meat. Dubious ag practices in places like Northern China are taking place, like farmers continually drilling bores and subsequently destroying the water table and great salinity, resulting in a reduction of farmable land.
The water supply is also an issue with many contaminates being present in rivers and lakes in parts of the developing world.
Add population expansion to the mix and it's obvious more mouths require more food.
Also, the quality of foodstuffs coming out of China at the moment from milk, cheese, eggs, vegetables is increasingly coming into question due to lack of quality and safety controls such as a Food and Drug Administration to maintain quality assurance. The recent melamine outbreak in China is a clear example.
Anyone here's a trend-bucker
http://finance.yahoo.com/q/bc?s=ADY&t=6m&l=on&z=m&q=l&c=
I like Fonterra in New Zealand. I think they are a great company.
Even though they are not listed yet!!
Finally the unprecedented quantitative easing of monetary supply by central banks, precious metals should also do well and other metals should pick up later once demand destruction is overtaken by supply destruction from the collapse of small and mid-tier players.
These are only my thoughts and please DYOR.
I think there are a few reasons why food will be heavily involved in the next boom.
Asia will be the first place to recover from the current global chaos.
China's urbanization will continue, the government there has already
allowed farmers to lease their land. Not many young Asians want to be farmers. Many Asian males have trouble finding brides who want to live on the land, so many North Asians import wives from poorer South East Asian
countries. So many from rural areas will contiune to try their luck in the big smoke.
Also you need protein to build skyscrapers. Its just not realistic to expect Asian expansion on Tofu snacks and rice cakes. These guys are going to need meat. Dubious ag practices in places like Northern China are taking place, like farmers continually drilling bores and subsequently destroying the water table and great salinity, resulting in a reduction of farmable land.
The water supply is also an issue with many contaminates being present in rivers and lakes in parts of the developing world.
Add population expansion to the mix and it's obvious more mouths require more food.
Also, the quality of foodstuffs coming out of China at the moment from milk, cheese, eggs, vegetables is increasingly coming into question due to lack of quality and safety controls such as a Food and Drug Administration to maintain quality assurance. The recent melamine outbreak in China is a clear example.
Anyone here's a trend-bucker
http://finance.yahoo.com/q/bc?s=ADY&t=6m&l=on&z=m&q=l&c=
I like Fonterra in New Zealand. I think they are a great company.
Even though they are not listed yet!!
Finally the unprecedented quantitative easing of monetary supply by central banks, precious metals should also do well and other metals should pick up later once demand destruction is overtaken by supply destruction from the collapse of small and mid-tier players.
These are only my thoughts and please DYOR.
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I like Fonterra also. Gumby, do you know if/when they will be listed?
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No idea gav!
They unfortunately got caught up in the scandal through
'guilt by association' by the looks of things.
http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=10542486
Im pretty sure Fonterra is not involved in the production of eggs, vegetables etc.. in China.
They unfortunately got caught up in the scandal through
'guilt by association' by the looks of things.
http://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=10542486
Im pretty sure Fonterra is not involved in the production of eggs, vegetables etc.. in China.
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Water.
