High Price Attracts Hedge Funds

KazatompromUranium is currently trading at prices not seen for months, and appeals to speculative investors like hedge funds to get started. As the U.S. consulting company Ux Consulting tells in her latest monthly report, yellow cake listed for immediate delivery was the third consecutive week at more than 48 dollars per pound (454 grams). Compared to the low of March 2010 is a price increase of 19 percent.

Given the low interest rate environment, professional investors speculate on the search for yield except with classics such as stocks , bonds and gold, more with exotic plants. Therefore flow for months billion in agricultural commodities and push up prices there to the highest levels in years.

Even six years ago hedge fund registration on the uranium market was active , as prices increased for the radioactive element into the flight over went and to the end of 2006 by more than five times . In 2007 it doubled the price again and in June of this year a record high reached of 136 dollars a pound .

The price rise had accelerated at the time, after governments put around the world to nuclear energy in the hope of reducing their dependence on fossil fuels and reduce emissions. In May of this year, said the uranium sector of the mining group Rio Tinto with the increasing use of nuclear power in India and China will see to it that the demand for fuel will remain strong.

According to UXC CEO Jeff Combs , the main difference to the situation in 2004 is that today more uranium is on the market. In Kazakhstan , where the world’s most of uranium promoted to the ejection 2003-2009 more has than quadrupled , as demonstrated by figures from the World Nuclear Association. They also show that the flow in the second- largest producer, Canada has hardly changed since 2003 . The Kazakh government mining company Kazatomprom plans to expand 2010 production by 29 percent to 18 000 tonnes, by 2016 it will even increase to 25 000 tonnes.

Deloitte Grows in Asia

Revenues in Asia Pacific grew 9 percent, making it the region with the fastest growth for the sixth consecutive year. Korea and India are part of the member firms that have grown over 20 percent. Deloitte China has grown by 8 percent. The market share of the Fortune Global 500 rose 2 percentage points in the Asia-Pacific. The Deloitte member firms have also contributed to the achievement of some of the largest IPO on the markets.

Investments in Fixed Assets Rose 24.8% from January in China

Fixed Asset Investments in China during the first eight months increased by 24.8% yoy to reach 14,100 billion yuan, the National Bureau of Statistics (NBS) said on Saturday.

The growth rate was 0.1 percentage point lower than that for the first seven months.The investments in the state and controlled by the state rose 20.0% to 5850 billion yuan.

Investments in the property market rose by 36.7% to 2,840 billion yuan during the first eight months.

Investment in projects of the central government rose by 11.4% to 1120 billion yuan, while investment in projects of local governments increased by 26.1% to 12,980 billion yuan during the first eight months .

Foreign investment rose 2.5% to 488.7 billion yuan from January to August over a year. Investment from Hong Kong, Macao and Taiwan rose 15.8% to 445.4 billion yuan. The domestic business investment rose by 26.3% to 13,110 billion yuan.

James Donovan Investing in Hong Kong and China

James Donovan Goldman SachsJames Donovan used to be an investment banker in the same vein as a Goldman Sachs Partner or Citi Bank fund manager. But that was 25 years ago.  Now James Donovan heads up one of the biggest clean tech investment firms in the world called FirstCarbon Solutions.

Under the guidance of James Donovan FirstCarbon Solutions partners with its clients to figure out what their business challenges are. They offer recommendations and implement carbon-management solutions that make business sense today.

Many of the companies that James Donovan and his FirstCarbon Solutions are in Hong Kong and China.  By partnering with growing companies in this budding arena of global investment, James Donovan has secured himself a leading role in Asian business and investment growth. Most recently FirstCarbon Solutions has recently run a seminar on its expanding operations in China.

“As an organization’s operations grow, so does the demand for managing, reporting and reducing GHG emissions,” said James Donovan, CEO, FirstCarbon Solutions. “The Mandarin version of FirstCarbon Solutions ghgTrack will provide local Chinese companies with a cost-effective software solution that’s easy-to-use yet robust enough to meet data-intensive demands as requirements grow. No matter the size of the organization, collecting, reporting and managing GHG emissions begins with data, and tools like FirstCarbon Solutions ghgTrack help companies make sense of it all.”

Investor Profile: Adam Roseman of ARC China

Adam RosemanLed by Adam Roseman, ARC China is considered one of the most exciting young investment companies in Southern California today. As the founder and CEO of ARC China, he has, since 2005, facilitated investment of over 150 million dollars into various sustainability projects in third world nations. Not only was Adam Roseman one of the first investors to actively put investment capital into China and Hong Kong, he uses a proven on-the-ground active investment strategy to promote investment in local corporations from the ground up.

Before Adam Roseman began his venture into ARC China Inc. he was a part of the Mergers & Acquisitions area of Barrington Associates. Adam Roseman was also a member of Lehman Brothers’ Investment Banking Group, Piper Jaffray, and Goldman Sachs.

Zhang Yun Inspires Investors in China

Agricultural Bank of China Governor Zhang Yun:

The Agricultural Bank of China will participate in the strategic placement of investors in their respective areas of expertise to lead at their technological level and rich management expertise. I believe these investors that join the Bank will help promote sound corporate governance, improve internal control standards , improve existing products , technologies, and improve staff quality.  This will help our world-class banks to move , and ultimately enhance our value .

SUN Hong-Tao Dong: World Has 3-5 Years of Deleveraging

China- According to investment financial specialist SUN Hong-Tao Dong, the most important global macroeconomic changes of the global economy are entering a long period of deleveraging. In China the deleveraging process will continue for 3-5 years , at least to 2012. The European economy the deleveraging process will be longer with some estimated it to last 5-10 years. The deleverageing process has long term implications for Chinese stock markets.

One implication is that low-income groups in proportion to the national income distribution will gradually rise. The  low-end Chinese consumer goods and services will be the biggest winner in the next few years the stock market .