Fareed Zakaria GPS – CNN 06-07-15

Salient to Investors:

Fareed Zakaria said:

  • In 2014, 190 million Indians used the Internet versus 60 million in 2009 and 7 million in 2001 – by 2018, there will be 580 million users.
  • Boston Consulting Group estimates the number of Internet jobs could quadruple in the next 3 years, with rural internet users growing to 40% to 50% from 29% of the population in 2013.
  • Reuters estimates India’s 250,000 villages will be connected with broadband cable in 3 years.
  • Nick Kristof says it takes 25 gallons of water to take a bath, 1,800 gallons to make a pound of beef, 468 gallons for chicken, 880 gallons for a gallon of milk.

Stanley McChrystal said:

  • ISIS is not a traditional terrorist or religious movement but an organization taking advantage of the political and social erosion in the Middle East and which uses the new technological environment to seem like they are everywhere and know everything.
  • It will very difficult to produce any kind of lasting solution without a team of teams by nations in the Middle East region, all being stakeholders in the need to get Syria, Iraq, and others back into effective equilibrium, then empower them to execute – which means letting go of some control.

Watch the video at http://globalpublicsquare.blogs.cnn.com/category/gps-episodes/ or read the full transcript

at http://transcripts.cnn.com/TRANSCRIPTS/1506/07/fzgps.01.html

Jim Rogers Wary On The U.S. Bull Market — Agriculture Shines But Fracking Could Flop – Financial Advisor 07-25-13

Salient to Investors:

Jim Rogers said:

  • Agriculture will enjoy an extended boom,Very bullish about farmland and other agricultural products.
  • Bearish on Wall Street brokers and Ivy League professors.
  • The central corridor from north Texas up to the Dakotas has the highest growth rates in employment, income growth and savings in the US, and is the only region whose primary limits to growth are supply and capacity constraints.
  • A global shortage of farmers could become serious since most farmers in the US, Japan and elsewhere are in their 60s or older and young people are not entering the business – more Americans are graduating with degrees in public relations than in agriculture.
  • Gold is experiencing a complicated bottoming process.
  • The 30-year bull market in bonds is over and likely to be followed by a bear market of similar duration.
  • No bull market in any asset class goes on forever.
  • The bull market in US equities is getting close to ending in a big mess, worse than 2001 and 2008-2009.
  • Global central bank promiscuity virtually ensures turbulence and tough times will follow.
  • Shorting shorting junk bonds as the riskiest assets will get hurt the most when the central banks’ house of cards collapses.
  • Bullish on Russian stocks, especially because it is the second most hated market after Argentina.
  • Bearish on fracking because rig usage is down 75 percent and pumps are down 50 percent over the last 2 years, and most oil shale well production declines very rapidly after the first year or two.
  • Water is a more attractive commodity, but don’t own it as politicians will hang you in the public square. Better to transport, clean or filtrate it and be a hero in the public square.

Read the full article at  http://www.fa-mag.com/news/jim-rogers-wary-on-the-u-s–bull-market-agriculture-to-shine-while-fracking-could-flop-14984.html

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China has water problems – Jim Rogers blog 06-25-13

Salient to Investors:

Jim Rogers writes:

  • China has a major water problem and the only way the China story runs into big problems is if they run out of water. They will solve it so buy companies that are working to fix that problem.
  • The Chinese stock market is getting close to a Buy.

Read the full article at  http://www.jimrogers.info/search?updated-max=2013-07-02T04:30:00-05:00&max-results=5

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Death in Parched Farm Field Reveals Growing India Water Tragedy – Bloomberg 05-22-13

Salient to Investors:

The loss of water rights to heavy industry, the worst drought in four decades and the rise in debt that follows is causing farmers to take their own lives – more than 2,200 farmers in India committed suicide in the past 4 years.

Mandar Sathe at Prayas said a lot of the drought is man-made, like inefficient distribution for irrigation.

The Central Water Commission said 8 of 12 of Maharashtra’s main reservoirs have water levels below the 10-yr average.

Naina Lal Kidwai at HSBC said water shortages have prevented construction of 30,000 MW of power plants throughout India, 13 percent of current capacity.

IEA said India and China alone plan to build $720 billion of coal-burning power plants in two decades, or more than twice the total power capacity in the US. Coal-powered plants on average consume 3 times as much water as natural gas-fired stations per unit of power produced. 400 million of India’s 1.2 billion people are without power.

Richard Manley at Goldman Sachs said the situation is more acute in India than in China and at a point where it’s quickly going to become a real business risk in Asia.

HSBC said India is the most vulnerable of G-20 to future water stress with supplies dangerously near extreme scarcity levels by 2030.

Jai Krishna at Greenpeace says conflicts between industry and farmers will worsen as water becomes scarcer, and prioritization for farmers over industry is essential especially in an area where irrigation has been neglected for years.

Read the full article at http://www.bloomberg.com/news/2013-05-21/death-in-parched-farm-field-reveals-growing-india-water-tragedy.html

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