Search results “China pension fund investment”
China's pension funds ready for stock investment in 2016
China's pension funds will be ready for investment in stocks and equities in 2016 after the government sets rules to regulate the change, the Ministry of Human Resources and Social Security said on Tuesday. The investment is expected to exceed 600 billion yuan. Subscribe to us on Youtube: https://www.youtube.com/user/CCTVNEWSbeijing Download for IOS: https://itunes.apple.com/us/app/cctvnews-app/id922456579?l=zh&ls=1&mt=8 Download for Android: https://play.google.com/store/apps/details?id=com.imib.cctv Follow us on: Facebook: https://www.facebook.com/cctvnewschina Twitter: https://twitter.com/CCTVNEWS Google+: https://plus.google.com/+CCTVNEWSbeijing Tumblr: http://cctvnews.tumblr.com/ Weibo: http://weibo.com/cctvnewsbeijing
Views: 161 CGTN
China’s pension fund is buying A-share, should investors follow?
Chinese government is officially investing pension funds in its stock markets – a move to stabilize the market by injecting long-term funds and generate higher returns-for the welfare of increasingly large elderly group. Subscribe to us on YouTube: https://goo.gl/lP12gA Download our APP on Apple Store (iOS): https://itunes.apple.com/us/app/cctvnews-app/id922456579?l=zh&ls=1&mt=8 Download our APP on Google Play (Android): https://play.google.com/store/apps/details?id=com.imib.cctv Follow us on: Facebook: https://www.facebook.com/ChinaGlobalTVNetwork/ Instagram: https://www.instagram.com/cgtn/?hl=zh-cn Twitter: https://twitter.com/CGTNOfficial Pinterest: https://www.pinterest.com/CGTNOfficial/ Tumblr: http://cctvnews.tumblr.com/ Weibo: http://weibo.com/cctvnewsbeijing
Views: 413 CGTN
China pension fund is allowed to invest in stock market
China's State Council published the final guideline on investment for the country's massive pension fund on Sunday, effectively opening the gate for its investment into the stock market. The move is intended to create more value for the massive fund, which had net assets of 3.5 trillion yuan or 547 billion U.S. dollars, by the end of 2014.
Views: 148 New China TV
China to begin investing social security funds abroad
1. Wide shot of panel settling into seats 2. Wide cutaway cameras 3. Close up on camera 4. SOUNDBITE (Mandarin) Xiang Huaicheng, National Council of Social Security Fund Chairman: "The State Council has approved the proposal on the February of ninth. In investing in the overseas market, the National State Council is mainly concerned about safety. We don''t want to put all our eggs in one basket because that is not safe enough. We want to put our eggs in two baskets or more." 5. Cutaway 6. SOUNDBITE (Mandarin) Xiang Huaicheng, National Council of Social Security Fund Chairman: "In terms of the future prospects of overseas market operation, whether we will go into the Hong Kong markets or some other markets, we need legal and institutional back ups. The problem is not that we don''t have enough money, the problem is that we don''t have a sound institutional back up." 7. Cutaway 8. SOUNDBITE (Mandarin) Xiang Huaicheng, National Council of Social Security Fund Chairman): "The average national income and G.D.P. per head are comparatively low and our old-age pension and social security systems are still underdeveloped, but the population will be growing rather fast with a huge base amount. All that means that we may face problems of an ageing population and social security which are more serious than those of the developed countries if our economy is not developed sufficiently." 9. Cutaway journalist 10. Wide shot of presser STORYLINE: China has freed its national pension fund to invest abroad, bringing a massive new player into the world''s financial markets in a move the government hopes will pay for social programs and retirement for its population of 1.3 billion. The National Social Security Fund Council announced the approval Friday, but didn''t say when the investments would begin or how large they might be. The demand for retirement funds in the world''s most populous nation is expected to be especially acute in coming decades. Chinese birth-control policies allowing most couples only one child is expected to yield a high retiree-to-worker ratio. The fund''s assets total 132.5 billion yuan (US$16 billion), according to the official Xinhua News Agency. Separate plans are believed to call for the fund to begin investing in Hong Kong, a Chinese territory whose financial markets operate separately from those in the mainland. Proposals for "overseas investments" were approved by China''s Cabinet on February 9, the fund council''s statement said. The fund plans to raise the proportion of its assets invested in China''s stock markets to 25 percent this year, up from 5.1 percent last year, state media reported last month. You can license this story through AP Archive: http://www.aparchive.com/metadata/youtube/a3ffd900dea998c593341ccbfe4dcdfc Find out more about AP Archive: http://www.aparchive.com/HowWeWork
Views: 51 AP Archive
MOHRSS: China increases investment in pension insurance
Jia Jiang, Deputy Director of Pension Insurance Department of China's Ministry of Human Resources and Social Security or MOHRSS, said China is increasing financial investment in improving pension insurance. She made the remarks at the ILO-China_ASEAN High-level Social Protection Seminar held in Beijing from September 6-9. It aims to provide a platform for the participants to share experience and discuss ways to address challenges in social protection provision. For more information, visit: http://www.social-protection.org/gimi/gess/Beijing.action?id=33 http://www.social-protection.org/gimi/gess/ShowProject.action?id=3000&lang=EN http://www.ilo.org/global/topics/social-security/lang--en/index.htm
Warren Buffett: Buying And Holding Index Funds Has Worked | CNBC
Berkshire Hathaway CEO Warren Buffett speaks to CNBC's Becky Quick about this year's shareholder meeting and his best long-term investing tip. For more of Warren Buffett's wit and wisdom visit https://Buffett.CNBC.com » Subscribe to CNBC: http://cnb.cx/SubscribeCNBC About CNBC: From 'Wall Street' to 'Main Street' to award winning original documentaries and Reality TV series, CNBC has you covered. Experience special sneak peeks of your favorite shows, exclusive video and more. Connect with CNBC News Online Get the latest news: http://www.cnbc.com/ Find CNBC News on Facebook: http://cnb.cx/LikeCNBC Follow CNBC News on Twitter: http://cnb.cx/FollowCNBC Follow CNBC News on Google+: http://cnb.cx/PlusCNBC Follow CNBC News on Instagram: http://cnb.cx/InstagramCNBC Warren Buffett: Buying And Holding Index Funds Has Worked | CNBC
Views: 200376 CNBC
Latest Canada Pension Fund Investing Strategy Sven Carlin, Ph.D
This pension fund investing strategy is for a Canadian customer that asked for my help when it comes to her pension fund investing and the unfortunately limited options she has in her pension plan. The options are really limited but you have to do what you can with what you have. In order to help with the extremely important pension investing strategy I did some research and the more I researched the more pissed I became as I couldn’t believe what I found. THE FEES CHARGED BY PENSION MUTUAL FUNDS ARE OUTRAGEOUS The bulk of a mutual fund is invested in cash and the management fee is 1%. The management expense ratio is at 0.56% but strange that it is below the fee. If you don’t want to be a 70 year old waiter serving those rich money managers, it is time for Canadians to step up and do something, if not you will be working as a 70-year old bust boy or girl on Vancouver Island serving the fund managers’ and their kids that are living the rich life spending your pension! A 2% will probably lower your pension by 30%! The things to do are to contact Justin Trudeau and change the pension system or create a new pension fund for yourself where you take responsibility for your retirement. What do I do? Full-time independent stock market analyst and researcher: https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More at the Sven Carlin blog: https://svencarlin.com
Why is NORWAY so RICH? - VisualPolitik EN
Norway is one of the World’s wealthiest countries. Also they have really small inequality between rich and poor and a big welfare state. Part of this wealthy lifestyle can be explained with their enormous oil reserves, located on the Nord Sea. But… this is not the only one. In fact, Norway has managed their natural wealth on a very specific way: state capitalism. This means: Government control a big share of the economy but, then again, it behaves as a business: they care about efficiency and productivity, save money and even… invest it in the stock market! In fact, Norway is not just a wealthy country. It is also one with a big sway on international finance. Why? Because the Norwegian Central Bank invest all the oil profits on the stock market. This is the so called ‘Norway’s sovereign wealth fund’ or the ‘Norwegian pension fund’. This country invest more than 1 TRILLION dollars in companies from all over the world. But how does this system work? In this video, we will tell you how. Other videos at VisualPolitik: Why is GERMANY such an INDUSTRIAL LEADER? https://www.youtube.com/watch?v=CAbcHMOwobg Why is QATAR the RICHEST country in EARTH? https://www.youtube.com/watch?v=CAbcHMOwobg ENDEATHED (Black Metal band from Colombia)’s channel https://www.youtube.com/channel/UCVIb... Endeathed – Death as a Monument: https://www.youtube.com/watch?v=okpMo... Interesting links: https://www.youtube.com/watch?v=b_l3e... https://www.equinor.com/en/magazine/a... https://oilprice.com/Energy/Energy-Ge... Support us on Patreon! www.patreon.com/visualpolitik And don't forget to visit our friend’s podcast, Reconsider Media: http://www.reconsidermedia.com/
Views: 852712 VisualPolitik EN
Should you invest in China?
Investing overseas can be tricky. Money Magazine's Walter Updegrave gives you tips on finding the right investing mix.
Views: 523 CNN Business
What do I do? Full-time independent stock market analyst and researcher: https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform Check the comparative stock list table on my Stock market research platform under curriculum preview! I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More about me and some written reports at the Sven Carlin blog: https://svencarlin.com Stock market for modern value investors Facebook Group: https://www.facebook.com/groups/modernvalueinvesting/ Link to research platform: https://sven-carlin-research-platform.teachable.com/ link to Modern Value Investing book: KINDLE: https://amzn.to/2r184En PAPERBACK: https://amzn.to/2Kd55kN Recent news came out that Alibaba (NYSE: BABA) just closed a $10 billion financing round for Ant Financial Services Group, operator of China’s biggest online payment platform by market share, Alipay. The deal valued the company at $150 billion and this is an excellent example to show how the little investor gets screwed. According to Reuters, investors are Singapore’s sovereign wealth fund GIC Pte Ltd and state investor Temasek Holdings (Private), as well as U.S. private equity firm Warburg Pincus LLC. So, mostly private and well positioned specific firms invest now, before the IPO. But, let’s take a look at what has been going on. Yahoo, Alibaba & Ant Financial If you have a pension fund, it probably owned shares of Yahoo that consequently owned part Alibaba. You might think that as Alibaba founded Ant Financial you would also indirectly own 100% of it. But that is not the case, in 2012 Jack Ma spun out Ant Financial out of Alibaba to himself and Yahoo managed to make a deal where Alibaba has a right to 37.5% of profits that can be exchanged to a 33% stake. So, here is the first part the average Joe got screwed by Jack Ma himself. The Ant Financial IPO The last financing round showed how a company raises $10 billion in cash at an absurd valuation in its final valuation round and only afterwards it will be offered to other investors. This means that when you buy through a fund or an index fund you are really the last investor in the chain. Most of the companies that invested in the last financing round will probably sell to eager pension fund managers after the IPO, get a nice return and leave the long-term risk to little investors hoping to retire. If Anf Financial IPOs at $300 billion that would be a 100% return for the investors investing in the last financing round and a 500% return for those who invested in the previous round in 2016 that valued the company at $60 billion. As Ant Financial’s pre tax profit was $1.8 billion for 2017, the current pre-tax valuation is already 83 while the future IPO valuation might be double this one. That is how the financial world works. Make sure you are not always the last in the line getting the crumbs. It will change your financial life. However, don’t also chase crazy risks that you don’t understand. The key lies in the knowledge, the more you know, the better will be your risk adjusted returns. When you have knowledge you will be able to understand things like the following.
China's Investment Outlook and Opportunities
VC and PE funds have been proliferating in China as both domestic and global players set their sights on the country's booming digital and middle class consumers. But are too many funds chasing too few good opportunities? Where are the most promising investment opportunities and why? Hany Nada of GGV Capital, Fang Fang, of JP Morgan Investment Banking, Xu Xiaoping of ZhenFund, and Hans Tung (BS '93) of Qiming Ventures gathered together at the 2012 China 2.0 Conference to share their insights. The session was moderated by David Chao (MBA '93) of DCM.
People's Republic of China : Universal Pension Extension
The Chinese social insurance pension schemes cover up to 820 million people. Watch the video to find out how this accomplishment was achieved, and how this impacts people's lives. More information on the ILO work in China, visit http://www.ilo.org/beijing/lang--en/index.htm This video is featured at the ILO 16th Asia and the Pacific Regional Meeting (APRM) , in Bali, Indonesia, from 6-9 December 2016. The APRM, which is held every four years, is expected to bring together around 450 delegates from more than 40 countries in Asia, the Pacific and the Arab States. The meeting will discuss regional world-of-work priorities and the ILO’s vision for realising decent work from 2016 to 2021. For more information on the16th APRM, visit ilo.org/aprm2016
What do I do? Full-time independent stock market analyst and researcher: https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform Check the comparative stock list table on my Stock market research platform under curriculum preview! I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More about me and some written reports at the Sven Carlin blog: https://svencarlin.com Stock market for modern value investors Facebook Group: https://www.facebook.com/groups/modernvalueinvesting/ The predominant investment strategy is to invest in index funds which means that you own an index like the S&P 500, which is a basket of the 500 biggest businesses traded in the U.S. Owning part of the 500 best businesses in the U.S. is not a bad thing but there are a few things you should know before allocating your hard-earned money to index funds. 1) Investing in index funds is extremely risky You probably read that many, even Warren Buffett says that investing in index funds is the best way to invest. However, there are many catches that go along that statement. The first thing many forget to talk about is the risk of investing in index funds. The S&P 500 has dropped 49% in 2001 and 57% in 2009. Such huge drops are extremely indicative of what can happen. And, it will certainly happen again sometimes in the future. In both cases the S&P 500 recovered but there is absolutely no guarantee that it will do so after the next drop. For example, after the 1920s bull market, it took the S&P 500 25 years to return to the previous level. There are also many periods of more than 10 years where stock market returns haven’t really been positive. From 2000 to 2013, from 1968 to 1982, just to give a few examples. If we adjust the returns for inflation, the periods where the actual return is zero are even longer; 2000 to 2016, 1966 to 1994 and what is also staggering is that from 1927 to 1982, inflation adjusted stock market returns have been negative. There is only one way to properly invest in index funds and it is a good strategy if you can stick to it for your whole life. Only if you dollar cost average your investments into index funds, you will do fine over the very long term. Dollar cost averaging means that you invest a fixed amount every month no matter what is going on in the market. This way you invest when things go well but also when things don’t go that well, which is the key. If you look back to the above chart, those who invested in 1931, 1940, 1982, 2009 have reaped the best investing returns. As it is impossible to time the market, dollar cost averaging is the only way to properly invest in index funds. However, few have the discipline to do so over the long term. A dollar cost averaging strategy works only if you keep investing through thin. This means that it is essential to invest when there is blood in the streets. Blood in the streets means that most others are selling in panic of what might happen next and nobody wants any kind of relation with stocks. A similar situation happened in 2001 and 2009. Those who have been constantly investing in stocks during the last 10 or 20 years, month after month, did well. However, if you stop investing during a recession because you prefer to safe a bit of cash in case you get fired, then index investing should be completely avoided because extremely risky and will lead to bad returns. As simple as a dollar cost averaging strategy might solve the issue. Where did the 5.4% yearly difference go? Well, it was eaten up by fees and by the fact that most invest in stocks at the wrong time and usually sell at the wrong time too. Most investors buy high and sell low. Therefore, it is extremely important to understand that investing in index funds works only if you stick to such an investment strategy for 40 years and add money constantly, month per month and reinvest the dividends without exception. The sad part is that, very few manage to apply such a strategy through life and that is something you should really see whether you can do. If you can’t invest when the stock market is down, or even worse, have to pull your funds out of the stock market when there is a crash, index investing certainly isn’t for you. 2) Dividends are extremely low As shown in figure 3, inflation adjusted stock market returns aren’t that stellar. Over the last 90 years those have been just shy of 2% per year. The biggest benefit from investing in the stock market in the last 90 years has come from dividends. The problem is that those dividends are at historical lows now.
How to Invest in BOOMING China [Chinese stocks & ETFs]
China is currently experiencing unprecedented economic growth and its middle class I going to cover 550 million people in 5 years. Some large Chinese companies are listed on the NYSE and Nasdaq, but ETFs is the way for most people to invest in China. Visit https://www.investingforall.net for more information on how to invest in stocks. Investing for all is a project seeking to provide basic information about how and where to invest in stock market. The stock market is a safe place to put your money and has given great returns over hundreds of years. I often touch on topics such as Investing for beginners, stock recommendations, ETFs, stock market basics, how to find and evaluate new stocks etc. Stocks go up and down, don't invest simply based on what you hear or see in my videos. I might have a bias towards stocks I talk about, but I try informing my viewers when this might be the case. My personal stock portfolio currently consists of the following stocks: Apple Alibaba Amazon DNB BOTZ ETF Hannon Armstrong sustainable infrastructure Intel Corporation JPMorgan Lockheed Martin LIT (etf) Nvidia Taktwo Interactive Vanguard small-cap growth ETF Waste Management Square Inc QQQC (etf) BOTZ (etf)
Views: 3566 Investing for all
🎈🥊🎈🔴 Chinese Investors want a Refund on Bad Investment
The number of Chinese peer-to-peer lenders may drop by 70 percent this year, a research firm that tracks the industry says, as the nation intensifies a crackdown on riskier forms of financing.
Views: 1736 Mike Martins
Pension Funds & Alternative Investments Africa: Interview with Opuiyo Oforiokuma
Interview with: OPUIYO OFORIOKUMA Managing Director & CEO ARM-Harith Infrastructure Investment The launch of the 1st Pension Funds and Alternative Investments Africa conference held in Mauritius in March 2017 attracted 132 attendees, 34 speakers, from different countries and has been deemed a success. www.ametrade.org/piafrica/
Research Says China’s National Pension Is A Time Bomb
Follow us on TWITTER: http://twitter.com/cnforbiddennews Like us on FACEBOOK: http://www.facebook.com/chinaforbiddennews China's pension system is faced with a major shortfall. Mainland media reports that national pension funds are sleeping at banks as deposits and have lost 1.3 trillion yuan in the past 20 years. A researcher regards China’s pension funds a ‘time bomb’ for local governments. Since a national debate on pension investment three years ago, no investment program has yet been introduced. The latest Human Resources and Social Security Ministry data showed that as of last year, the total social insurance fund has reached 4.77 trillion yuan, accounting for as much as 8.3% of GDP. But the vast majority of funds ‘sleep’ in the bank as deposits. Only 71.1 billion, or 1.5% of the funds has been put into national bonds or investment. Chinese Academy of Social Sciences researcher Zheng Bingwen analyzed, if the government had managed such funds better, it could have made billions more over the past two decades. Zheng Bingwen’s research showed, taking the Consumer Price Index (CPI) as the inflation index, the pension from the past 20 years has devalued nearly 100 billion yuan; and taking the average wage growth rate as a reference, the loss is as high as 1.3 trillion yuan. US-based Chinese social issue researcher Zhang Jian: "The pension system is a disguised form of exploitation. China's pension system was developed in a hurry just to get rid of the historical burden of massive numbers of workers in state-owned enterprises. But the system was developed by the CCP behind closed doors. It did not follow any international conventions." Zhang Jian analyzes China’s pension has been hidden with major risk. The opaque, unfair and corrupt system has led to a big shortfall in pension. The pension has increased the burden on the tax payers and further damaged the basic old-age insurance system. Zhang Jian: "Everyone knows the pension is a black hole, but no one knows how deep the water is and how much money has been sucked dry. There is no unified management of the pension in the social funds. The local governments have misappropriated the pension into chaotic investment. The hole is only growing by robbing Peter to pay Paul." Zhang Jian indicates that in this process many people are left with the risk of no more pension funds. According to China Pension Development Report published by Economy and Management Publishing House, the total amount of ‘empty accounts’ is more than 3 trillion yuan in 2013, more than the total balance of basic pension fund. Li Yang, economist of Institute of Finance and Banking, CASS, had estimated last March that by 2023, over expenditure will occur to the basic pension fund, the balance will be exhausted by 2029, and a shortfall of 802 trillion yuan by 2050. Faced with the shortfall of pension, the government keeps tight restrictions on how pension funds can be invested, with the country’s Ministry of Finance recently issuing a statement warning local governments against investing local pension funds in anything but the most conservative assets, reported WSJ. Given such restrictions and the fund’s overall poor track record, Mr. Zheng said, the underinvested nature of the country’s pension fund is a “time bomb” for local government finances, added WSJ. US-based economic commentator Ma Jiesen: "This is certainly a time bomb, one of the many the CCP faces. The CCP certainly did not have a long-term plan, but took a passive attitude towards the matter. Aren’t there many so-called naked officials, who sent their families overseas, in China?!" Ma Jiesen points out that the ruling party is the fundamental problem in China, for its unlimited power and greed, as well as its deception and exploitation out of self-interest. Facing a rapidly aging population and declining numbers of working-age people, government officials have strongly hinted that they may raise the retirement age, reported WSJ. In 2013, China's Tsinghua University proposed raising the pension age to 65 as of 2030 for both men and women, up from the current 60 for men and 50 for women. 《神韵》2014世界巡演新亮点 http://www.ShenYunPerformingArts.org/
Views: 236 ChinaForbiddenNews
Sovereign wealth funds - what China will do next? Global Economy Speaker - Futurist economic trends
http://www.globalchange.com Sovereign wealth funds hold several trillion dollars. What will they do? Most was in long term Federal Bonds. Expect sovereign wealth fund managers to diversify into banking, technology, pharmaceuticals, manufacturing, mining and oil industry as well as real estate if prices fall further. Selling dollars on large scale is unlikely since it would lower dollar value and value of their remaining dollar investments. Video by conference keynote Futurist speaker Dr Patrick Dixon, author Futurewise. Patrick Dixon has given keynote presentations on a wide range of issues in Central America, Latin America, Central Europe, Eastern Europe, Baltic States, Middle East, Africa, Central Asia and South East Asia. Countries include Barbados, Belarus, Brazil, Burundi, China, Czech Republic, Democratic Republic of Congo, Egypt, Estonia, Fiji, Estonia, Hungary, India, Kazakhstan, Latvia, Malaysia, Mexico, Morocco, Nigeria, Panama, Poland, Romania, Russia, Saudi Arabia, Singapore, Slovakia, Slovenia, South Africa, Thailand, Turkey, Ukraine, Uganda, United Arab Emirates and Zimbabwe.
China-Mexico private equity fund investing $140 million in energy firm
The investment in Citla Energy shows that Beijing is looking across continents in its quest for energy but it's still got a long way to go.
Views: 322 CGTN America
The risk of an economic or financial collapse are always there. I discuss the financial risks of the US, Europe, Japan, UK (BREXIT) and China to give a perspective of what is going on in this economic environment and where will an eventual financial crisis hit first. Monetary policies are vary loose and could lead to stock market crashes. It is important to analyze what stock or financial market will crash first in order to position one's investment portfolio properly. What do I do? Full-time independent stock market analyst and researcher: https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform Check the comparative stock list table on my Stock market research platform under curriculum preview! I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t More about me and some written reports at the Sven Carlin blog: https://svencarlin.com Stock market for modern value investors Facebook Group: https://www.facebook.com/groups/modernvalueinvesting/
Pension Fund Investment in an Uncertain World - Kerrin Rosenberg, Keith Guthrie Cardano
Cardano, one of the UK’s leading fiduciary management firms, in partnership with ITN, has produced a short film discussing the importance of embedding the right risk management framework when investing. Kerrin Rosenberg, UK CEO, and Keith Guthrie, CIO, share their views about protecting defined benefit pension funds against financial risk and delivering predictable investment results in an uncertain world and Nobel prize winner for economic science, Daniel Kahneman also provides his thoughts. The film debuts at the 2016 PLSA Investment conference in Liverpool. Cardano is a purpose-built investment and risk specialist, operating in the UK and the Netherlands. Founded in Rotterdam in 2000 under the motto “rethinking risk, for a better outcome”, it established its business in the UK in 2007. Cardano offers clients specialised advisory and fiduciary management services helping pension funds achieve a steady stable growth in funding ratios with fewer shocks. More information about Cardano can be found at https://www.cardano.com. https://www.cardano.com/en-GB/Our-Services/Defined-Benefit/Fiduciary-Management
Views: 774 Cardano UK
How You Can Trade China’s Next $1,000,000,000,000 Investment
Subscribe to stay up to date with the latest videos ► https://www.sbry.co/suBiH Episode 55 – How You Can Trade China’s Next $1,000,000,000,000 Investment The next trillion-dollar trade in Asia is about to unfold. Will you be there first? Forty percent of China’s pension investments are about to make their way into the stock markets. Guest Steve Sjuggerud, editor of True Wealth China Opportunities, recounts his recent observations and ideas from a whirlwind trip he just completed with a few dozen lucky Stansberry subscribers exploring Beijing, Shanghai, and Hong Kong. Two-time US and World Surfing Champion Sean Poynter joins Steve from the road to talk about his near-death experience surfing in Mexico, how Steve influenced him to find success with Stand Up Paddleboarding (SUP), and why finding opportunity in the face of great adversity and fear is essential to survival in business, life, and on the water. Be sure to click here to never miss an episode ↓ SPOTIFY ► https://www.sbry.co/ufnNP GOOGLE PLAY MUSIC ► https://www.sbry.co/lkwhp ITUNES ► https://www.sbry.co/7OQ79 SOUNDCLOUD ► https://www.sbry.co/jHn5h STITCHER ► https://www.sbry.co/tEkL5 Check out NewsWire’s Investors MarketCast ↓ GOOGLE PLAY MUSIC ► https://www.sbry.co/dzzKq APPLE ITUNES ► https://www.sbry.co/GoCV0 STITCHER ► https://www.sbry.co/s86p1 ———————————— Follow us on Twitter ► https://www.sbry.co/p11ih Join our Facebook Community ► https://www.sbry.co/fMckK Check out our website ► https://www.sbry.co/wUAye Check out Stansberry NewsWire ►https://www.sbry.co/IhNeW Check out Health and Wealth Bulletin ► https://www.sbry.co/iHRmD Check out Extreme Value ► https://www.sbry.co/EvIiH ———————————— SHOW HIGHLIGHTS: 0:25: Dan Ostrowski, Producer of the Stansberry Investor Hour podcast, fills in for Buck Sexton, who is tied up this week launching his new DC based morning show “Rising with Krystal and Buck” at Hill.TV. Dan reveals this week’s special co-host: Dr. Steve Sjuggerud, who’s just gotten back from a two-week trip to China with a few dozen Stansberry readers. 01:52: Dan reveals the second guest joining the Podcast later: Steve’s long-time friend and two-time U.S. Surfing Champion, Sean Poynter. 02:58: Dan asks Steve about the massive gap between investors’ perceptions of China and reality. Steve explains how China couldn’t be further today from the stereotype of an economy churning out cheap t-shirts and underwear and electronics. “If you think of China as the low-cost supplier of cheap goods… those days are gone.” 04:30: Steve shares a shocking statistic that will help a lot of listeners grasp where China is today. The average apartment in Beijing costs $1.5 million – that’s U.S. dollars – while an average apartment in Shanghai costs even more. 05:50: Steve recalls how, 20 years ago, he saw Shanghai’s “vision of the future” and wanted to laugh out loud – and how he’s never been more wrong about an idea than he was about Shanghai then. “This is one of the greatest achievements of humankind.” 10:21: China’s biggest long-term problem might be the retirement nightmare that slowly but inevitably comes after decades of its “one child” policy. Steve reveals two novel approaches Beijing is taking to hedge for the crisis. 18:33: Steve knocks down the most common response the China skeptics make when they hear about his travels: “You’re only seeing what they want you to see.” 22:00: Steve floats the scenario of China’s stock market soaring 100% in just 18 months. “It’s actually happened three times in the last dozen years… it’s not crazy at all to imagine Chinese stocks going up that much.” 26:10: Steve breaks down the math for why a $1 trillion catalyst for China’s stock market is headed its way, thanks to the power of a $13 trillion MSCI Index – and fund managers who want to keep their cushy jobs. 30:00: Steve reveals his No. 1 trade to play China’s ongoing boom: “I hesitate to recommend anything else.” 30:45: Dan introduces this week’s second guest, Sean Poynter, who’s been paid since the age of 14 to travel the globe surfing some of the most beautiful places in the world. Steve Sjuggerud introduced him to stand-up paddle-boarding in 2009, and he then became one of the top 10 professionals in the arena. 36:20: Sean explains how Steve planted the seed for him to become a two-time U.S. and World Surfing Champion, and Steve recounts how they first met growing up a block away from one another. 42:03: Steve asks Sean about fears of the ocean like sharks, or getting sucked in by rip tides, and what incident made him the most afraid in his career. Sean tells the 2010 story of his first experience paddle-boarding some of the most aggressive waves in the world in Mexico.
IMAX, CMC launch China Film Investment Fund
IMAX Corporation and CMC Capital Partners just launched the China Film Investment Fund on Tuesday. IMAX Corporation is a Canadian company known for its giant-screen technology, and CMC Capital Partners is China's leading media and entertainment investment fund. The fund, with a start-up capital of about 50 million U.S. dollars, will invest in 10 Chinese films in the first stage. The CMC chairman Li Ruigang said the fund aims to improve the film quality and promote Chinese films to the global market. The two sides will set up a committee to choose films for investment. The films they invest in will then hit the cinemas within the IMAX global network. China's movie industry ushered in an era of rapid development following reforms of lifting government control of film distribution. The measures have given cinema chains freedom to set prices, and consolidate film production agencies into bigger, more effective cooperatives. China's average box office revenue has sustained 35-percent growth in recent years. Last year, films generated a revenue of almost 30 billion yuan, 32 times that of 2002.
Views: 282 New China TV
African pension funds urged to invest in their own ‘story’
African economies are seeing rapid growth underpinned by a strong demand for infrastructure. One expert says it's crucial for Africa-based pension funds to know about the benefits of investing in infrastructure projects on their own turf. Investment Director at African Infrastructure Investment Managers, Romain Py joins Moneyline.
Views: 135 eNCA
A-shares and Bitcoin -Investment Opportunities in China for 2018 - Qi Wang at WWCC 2017
Investment Opportunities in China for 2018 - Qi Wang, CEO of Mega Trust Investments, Hong Kong, talks at the World Wealth Creation Conference in Singapore. We discussed topics around Investing in China, generating absolute return on Chinese Equities and also discussed issues around Bitcoin. Qi Wang is the CEO of MegaTrust Investment (HK), responsible for providing investment research and solutions to institutional clients worldwide. The MegaTrust Investments Group1 is a research driven, boutique fund manager specializing in Chinese equities. The group was founded in 2007 and has approximately US$550 million under management today, with one of the best long-term track records in the industry. Qi is based in Hong Kong. Prior to joining MegaTrust, Qi was the Head of China Equity Research at MSCI Inc., a global index and analytics tool provider. He advised the world’s leading asset owners on the topics of global investing, asset allocation, portfolio construction, and risk management etc. In 2014, Qi and his colleagues produced ground-breaking research on factor investing (smart beta) for the Government Pension Investment Fund of Japan (GPIF). He also led research and consultation on the inclusion of China A-shares in the emerging markets index, making him a highly regarded expert on the globalization of A-shares (domestic Chinese stocks). Perry Barrow is the Managing Director of First Global Direct Executive Recruitment, https://www.linkedin.com/in/perrybarrow/ World Wealth Creation Conference Singapore 2017 was supported by FGD Media http://www.fgdmedia.com/ and First Global Direct Executive Recruitment - http://www.globalsearch.com.sg/ Specialists in Banking, HR and Management consulting Recruitment Special thanks to www.rentsomethingleh.com for Camera Equipment supply.
Views: 85 FGD Media
China to let pension fund invest in stocks
China will allow its huge state pension fund to invest in domestic stocks in the wake of a massive market sell-off, it was announced on Aug 23. The fund will be able to invest up to 30 percent of its net assets in equities, according to final guidelines from the State Council (cabinet) quoted by the official Xinhua news agency. The fund, to which workers must contribute, had 3.5 trillion yuan ($548 billion) in net assets at the end of 2014. The move could allow the fund to invest billions of yuan into domestic equities after a stock market rout forced the government to take emergency support measures. Xinhua depicted the decision as an attempt to boost returns as China struggles to care for its increasing elderly population. But it acknowledged the recent decline in the nation’s stock markets. Shanghai shares closed down 4.27 percent on Aug. 21, bringing losses for the week to more than 11 percent on worries over the flagging economy and fears of weaker government support for equities. Chinese shares have been highly volatile in recent months, plunging almost a third in a matter of weeks in June and early July, after having risen over 150 percent in the preceding year. After the June collapse, Beijing intervened with a package that included funding the state-backed China Securities Finance Corp. to buy stocks on behalf of the government. Previously, the pension fund could only invest in treasury bonds and bank deposits. The new rules also allow the fund to invest in convertible bonds, futures and infrastructure projects.
Views: 51 OzoneLayer
The Coming Retirement Crisis Explained and Explored (w/ Raoul Pal)
In this hard-hitting Real Vision special, Raoul Pal presents the single most important financial topic of a generation — the Baby Boomer retirement crisis. He asks the hard questions: Can you afford to retire? How will the coming crisis impact your life? What risks are you unknowingly taking with your retirement? Moreover, will the insufficient retirement savings of the largest generation in history cripple the economy? Raoul also explores how savvy retirees might avoid — and even profit from — the threatening crisis. In addition, Raoul also offers a glimpse of a brighter future, in which smart millennials take control of their own financial destiny and side-step the crisis. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Start a 14-day free trial: https://we.tl/t-DUVzH4pHwz About Real Vision™: Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™. #retirement #retirementcrisis #pensions Connect with Real Vision™ Online: Twitter: https://rvtv.io/2p5PrhJ Instagram: https://rvtv.io/2J7Ddlw Facebook: https://rvtv.io/2NNOlmu Linkedin: https://rvtv.io/2xbskqx The Coming Retirement Crisis | Real Vision™ https://www.youtube.com/c/RealVisionTelevision Transcript: What's very comfortable now may not be so comfortable later on. That's when I might have to take out my mutual funds. My only worry is my dad works for the state of Illinois. The state's pretty much insolvent. And even his health care, which is through the state of Illinois, it could take up to a year for him to get reimbursed for things like that, so that is worrisome. Justine Underhill: Retirement is all some people ever think about, especially the 50-million-plus Americans set to retire in the next few years. They obsess over it, like my dad did. It's what they worked for. It's their dreams. But those dreams could be shattered. You're about to hear Real Vision's founder and CEO, Raoul Pal, explore why we're heading into a retirement crisis in America and around the world as many people take on more risk than they understand. I was curious to see if anyone was thinking about this, so we spoke with people in New York and heard the same story over and over-- people pushing off retirement, people not having enough savings, people relying on government pensions. Here's some of what they said. No. No way I could have saved enough for retirement. I mean, I have enough to retire, let's say, if I want to go to Wyoming or something like that. I saved enough for at least the next 10 years. Who knows with inflation what will happen, but I feel the next 10 years, I'm OK. If the United States government goes out of business, then my pension won't be there. These stories were just a small sample of what we heard. And this is not just something that those actively looking for retirement are going to face. It's something that's going to have a big impact on my generation as well, whether it's figuring out pensions, or social security, or potentially supporting our own parents'. Retirement is part of the promise of life in the developed world. And if that promise isn't met, it's really going to affect everyone, whether you're hoping to retire in 5 years or 50. Roaul Pal: My name's Raoul Pal. I'm the CEO and co-founder of Real Vision. But today, I'm talking on behalf of Global Macro Investor, my research business. I want to talk about what I think is the biggest, single theme of our generation. And I think it's the most important thing that anybody can understand. And it's all about the pension crisis. You see, demographics is the big story of our time. And it's all about the story of the baby boomer generation. This was the largest generation of people the world had ever known in the richest countries in across the globe. Now, that generation drove all of the macroeconomic forces that we come to recognize as normal. When they first came into the labor force back in the 1970s when they 20 or so years old, what they did was they bid up the demand for goods. Because if you think about it, a record number of people came in to buy their first suits, their first house, their first car, their first table, their first chair. Everything was new. That demand created an enormous problem for the world to deal with, and it created the inflationary environment of the '80s.
Views: 1131206 Real Vision Finance
Meet the U.S. Global Investors China Region Fund (USCOX)
Founded in 1994, the U.S. Global Investors China Region Fund (USCOX) invests in one of the world’s fastest-growing regions. The China region has experienced many changes since the fund opened, but we believe the region continues to hold further investment opportunities. For more information about USCOX, visit www.usfunds.com.
Exclusive Interview with President of the China Investment Corporation Mr.Gao Xiqing
BizAsia's Martina Fuchs spoke exclusively with President of the China Investment Corporation Mr. Gao Xiqing, about his view of the investment outlook and strategy of China 's sovereign investment fund.
Views: 792 CGTN
Bitcoin On Moscow Stock Exchange, BitcoinIRA Retirement Funds And China Vs ICO's - 061
SUBSCRIBE ! for videos on finance, making money, how to invest and creative ways to acquire passive income ! After 10+ years of investing and saving, I'm here to pass the knowledge onto you ! Ways To Help And Support The Channel Bitcoin Donations Address: 14hVbmBeH3im3FqDd3z4sGYBirRiJn7qnw Ripple Donation Address: rLEPja8B7Z8p5epyfv5fhkFqngQ8zDgLsg Litecoin Donation Address: Lh7dbMcXHTxaEAKg4tigKxoXCikceU4ZnM Ethereum Donation Address: 0xf04Ae476bE26B08Bb2B616B7ef1Fc936478B1136 Dash Donation Address: XyS7e8q2akXkrk4rdYtvKJ1mBJeuLgvwce PayPal Donation Link: paypal.me/LetsPlayYT ALL donations greatly appreciated! ------------------------------------------------------------------------------------------------------- Genesis Mining Discount Code! Receive 3% off of your Genesis Mining Contract Instantly! uDWPVB Simply post the above code into the website and receive an instant 3% rebate! --------------------------------------------------------------------------------------------------------- Receive Free Coins Every Day QoinPro Referral Link: https://qoinpro.com/d74a3967ab0a7e395da5e49cddb6bc80 --------------------------------------------------------------------------------------------------------- Follow me On Facebook ! https://www.facebook.com/TheModernInvestor https://www.youtube.com/channel/UC-5HLi3buMzdxjdTdic3Aig ---------------------------------------------------------------------------------------------------------- Photo Credit To: https://cointelegraph.com/images/1500_Ly9jb2ludGVsZWdyYXBoLmNvbS9zdG9yYWdlL3VwbG9hZHMvdmlldy9kODc1NzQ2YTYwY2U5MTM5ODBmY2JiMzNiMjZiY2ExNy5qcGc=.jpg ----------------------------------------------------------------------------------------------------------
Views: 5199 The Modern Investor
China share slide: Pension fund to invest in stock market
China plans to let its main state pension fund invest in the stock market for the first time, the country's official news agency, Xinhua, has reported. Under the new rules, the fund will be allowed to invest up to 30% of its net assets in domestically-listed shares. China's main pension fund holds 3.5tn yuan ($548bn; £349bn), Xinhua said. The move is the latest attempt by the Chinese government to arrest the slide in the country's stock market. The fund will be allowed to invest not just in shares but in a range of market instruments, including derivatives. By increasing demand for them, the government hopes prices will rise. The Shanghai Composite Index closed down more than 4% on Friday after figures showed monthly factory activity contracting at its fastest pace in six years. It capped a tough few days for Chinese investors, with the index down 12% on the week. Chinese shares are now down more than 30% since the middle of June. Earlier this month, the Chinese central bank devalued the yuan in an attempt to boost exports. These measures come against a backdrop of slowing economic growth in China. In the second quarter of this year, the country's economy grew by 7% - its slowest pace for six years. Last year, the economy grew at its slowest pace since 1990. Fears of a prolonged slowdown have also hit global stock markets, with US and leading European indexes posting heavy losses last week.
Views: 70 OzoneLayer
The Church Pension Fund Releases Socially Responsible Investing...
... Video Highlighting Affordable Housing Investment The Church Pension Fund (CPF), a financial services organization that serves the Episcopal Church, released a video highlighting an investment to provide affordable housing and community services to an underserved community. MORE INFORMATION: http://www.businesswire.com/news/home/20170920005143/en/Church-Pension-Fund-Releases-Socially-Responsible-Investing
Views: 97 BusinessWire
Sachin Doshi: APG Eyes Senior Housing Investments In China
Visit Http://www.ChinaMoneyNetwork.com for more great interviews and articles! Sachin Doshi, managing director and head of private real estate investments Asia Pacific at €430 billion-under-management Dutch pension fund manager APG, says APG is exploring potential investment opportunities in Shanghai commercial property and senior housing in China.
Views: 335 China Money Network
Jim Chanos: Psychology of short selling; China makes Europe, U.S. debt look like child's play
Subscribe to this channel: http://www.youtube.com/OpalesqueTV Jim Chanos is a legendary short seller and Founder of Kynikos Associates, the hedge fund management company he started in 1985. Sitting down with Opalesque.TV, he talks about his background and first great short idea in Baldwin United, which led him to believe he could successfully start Kynikos utilizing a short selling mandate. Chanos gives insights from his 27 years in the business into the asymmetries between the long and short side of investing and talks about the drastic difference in psychology between successful short sellers and long only investors. While the actual skill-set (to analyze companies etc.) is identical, good short sellers must be capable to withstand the "giant positive reinforcement machine" that Wall Street has become. This is something most investors cannot do and why most of them, even hedge fund managers, fail on the short side. In this Opalesque.TV BACKSTAGE video, Chanos also tells the story of how he developed his bearish view on China, beginning with the analysis of Chinese mining stocks in 2009 where his deeper analysis led him to the view that China is in a dire state due to bad credit and credit extension, which "makes Greece and Spain and the U.S. look like child's play". He also shares valuable insights about the issues around Chinese listed companies, and what people should be aware of when investing in Hong Kong's H-share market. In addition, Chanos speaks about why short selling bans are in the end devastating to financial markets, and how pure net short mandates fit into institutional portfolios. Jim Chanos is the founder and Managing Parntner of Kynikos Associates LP, the world's largest exclusive short selling investment firm. Mr. Chanos opened Kynikos Associates LP in 1985 to implement investment strategies he had uncovered while beginning his Wall Street career as a financial analyst with Paine Webber, Gilford Securities, and Deutsche Bank. Throughout his investment career, Mr. Chanos has identified and sold short shares of numerous well-known corporate financial disasters; among them, Baldwin-United, Commodore International, Coleco, Integrated Resources, Boston Chicken, Sunbeam, Conseco, and Tyco International. Mr. Chanos is chairman of the Coalition of Private Investment Companies, whose members are diverse in their size and investment strategies. The members' clients include pension funds, asset managers, foundations, other institutional investors, and qualified wealthy individuals. In that role, Mr. Chanos has testified before Congress and provided comments to regulations proposed by the U.S. Securities and Exchange Commission and the Financial Services Authority in the United Kingdom. Mr. Chanos is currently a Lecturer and Becton Fellow at the Yale School of Management, teaching a class on the history of financial fraud. Born and raised in Milwaulkee, Wisconsin, Mr. Chanos received his BA in economics and political science in 1980 from Yale University.
Views: 51013 OpalesqueTV
Daan van Aert: Logistic Warehouses/Car Parks Present Best Property Investment Opportunities In China
Visit http://www.ChinaMoneyPodcast.com for more great interviews! In this episode of China Money Podcast, head of non-listed real estate Asia in APG, one of the largest pension fund asset managers in the world with assets under management of approximately €325 billion, Daan van Aert, discusses with our host, Nina Xiang, APG's investments in China such as car parks and logistic warehouses, his views on the Chinese residential property market and if distressed properties in China present good opportunities for investors. Q: APG is one of the largest pension fund asset managers in the world with €325 billion under management. Give us some background on AGP's investments in Asia, and what kind of role does Asian real estate play in APG's overall strategy in Asia? A: APG started an office in Hong Kong in 2007 with a mandate for private equity real estate and infrastructure investments. Shortly after, we expanded our team to include listed real estate equity and emerging market equity. Since we started, our portfolio in Asia has grown from €1 billion to €9 billion under management. Of the €9 billion assets currently under management, €6 billion is in both listed (€4 billion) and private (€2 billion) real estate. In terms of geographical breakdown, about 70% to 75% of our total real estate portfolio is in developed markets such as Japan, Hong Kong and Australia. The rest is in emerging markets, and China takes about half of this portion. Q: How much capital are you deploying every year into private real estate? A: We don't have a target. What we do is to look at our already large existing portfolio and focus on strategies and the right partners to add value. If we can find interesting strategies and strong partners, then we will invest more money. During the last few years, we have been investing considerable amount of money continuously. Our real estate portfolio has grown from €1 billion in 2007 to €6 billion, from both investment appreciation and new allocations. That gives you a sense of our growth. Q: What is the average size of your investments and how many investments do you usually keep in your portfolio? A: We serve very large institutional clients, therefore we won't look at transactions under $75 million. In terms of the number of investments we have, we don't really have any preferences, as our global real estate portfolio is already very diversified. Q: Among some major categories of real estate: residential, retail, office buildings, logistics, which segment(s) do you find the most attractive in China right now? A: We think logistic warehouses are the most attractive sector. China's strong growth -- not only in imports and exports, but also in domestic consumption -- is leading to enormous amount of flow of goods. The need for quality logistic warehousing is gigantic. In addition, the amount of capital spending for developing logistic warehouses is less compared with office buildings and retail properties, for example. The challenge is that it's difficult to buy land to develop logistic warehouses, as the land sales and tax revenues are less attractive to local governments. We have already invested in a logistic property in Shanghai, and we think there is still room to increase our investments in this category. Daan van AertDaan van Aert is head of non-listed real estate Asia of APG (Algemene Pensioen Groep NV) in the Netherlands, one of the largest pension fund asset managers in the world with assets under management of approximately €325 billion. Van Aert is responsible for APG's €2 billion non-listed real estate investments in Asia Pacific.
Views: 696 China Money Network
Cabinet plan to open up Chinese investment in local mutual funds meets with resistance
The Cabinet announced that it is moving to open up the nation''s bond and mutual fund markets to individual and institutional investors from China. The administration is hoping that the plan, which would allow all Chinese entities to put up to a net total of US$1 billion into instruments across those classes, could go into effect before the end of November.Kuei Hsien-nung Financial Supervisory Commission Vice Chairman We’re aiming to open up foreign currency reserves, bonds and mutual funds for investment. This way, we won’t create a situation where foreign entities can take majority control of any one of our nation’s publicly-listed companies through a stock buy-out. I think our approach should allay any concerns over a potential buy-out. As the Cabinet decided to open up Chinese investment in Taiwan on a limited basis, legislators from both the ruling and opposition parties urged the government to carefully consider the implications of its move.Chuang Jui-hsiungDPP LegislatorIs it not possible that under this policy of opening up investment, some determined individuals could achieve their goals of having a specific effect on Taiwan? That is to say, shouldn’t the government necessarily first take into account national security in any decision to open up our markets? Lee Yen-hsiuKMT LegislatorDo we or do we not have any way of controlling the risks associated with having hot money from China flood into Taiwan?The Cabinet wants to boost investment in domestic financial markets, but many locals are likely to hold reservations over the idea of letting China get in on the action as long as some on the other side of the strait continue to regard Taiwan as more of an enemy than an ally.
The Fed to the Rescue (w/ Luke Gromen)
Luke Gromen, founder and president of Forest for the Trees, sees an investment opportunity in rising U.S. government deficits. He believes the Fed will be forced to step in with interest rate cuts and quantitative easing, and that this will drive the investment cycle over the medium term. He warns, however, that if the Fed abrogates its duty in the Treasury market as a buyer of last resort, the implications would be profound. Filmed on June 3, 2019 in New York. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Watch more by starting your 14-day free trial here: https://rvtv.io/2Kl4dhB About Investment Ideas: In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons. About Real Vision™: Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™. Connect with Real Vision™ Online: Twitter: https://rvtv.io/2p5PrhJ Instagram: https://rvtv.io/2J7Ddlw Facebook: https://rvtv.io/2NNOlmu Linkedin: https://rvtv.io/2xbskqx The Fed to the Rescue (w/ Luke Gromen) https://www.youtube.com/c/RealVisionTelevision Transcript: For the full transcript visit: https://rvtv.io/2Kl4dhB ED HARRISON: Welcome to Investment Ideas. I'm your host, Ed Harrison. Today, we are talking to Luke Gromen of FFTT. The Fed is about to do some very funky things with interest rates going forward. Luke tells us what he believes is going to happen later this year and how you should be positioned in terms of your investments over the next six to 24 months as a result. Luke Gromen, it's great to have you here back on Real Vision. And I'm looking forward to talking to you about what's going on in the economy- both the real economy and also in the markets, especially because of some of the volatility that we've been seeing. We spoke a little bit earlier before the interview and you were saying that this is a great opportunity for the Fed to complete a pivot. Tell me- before we go into what that pivot is going to be, what your investment idea is, given the outlook and why that is. LUKE GROMEN: Yeah, the bottom line for my investment outlook is I think you want to be long risk with a weaker dollar coming, weaker than expected. And I think long risk with a pivot towards value versus growth pivot towards emerging markets versus US and we also like gold, Bitcoin as well. ED HARRISON: We've had some guests- actually, we had one guest very specifically on the show who had a somewhat bullish call on risk assets the way that you did. But I think his reasoning was probably a lot different than your reasoning. Where are you coming from in terms of why you think this is the move to take? LUKE GROMEN: So, where we're coming from is, is we're seeing a number of things play out in markets that are really the culmination of a number of factors we've been watching and writing about over the past five years. And so, if we take a step back, about five years ago, global central bank stopped buying treasury bonds, or stopped adding to their treasury bond portfolios on net. And what this ultimately did is forced the global private sector to begin financing the US government. And ironically, you would think that would be bad for the dollar. But what it actually started to do was squeeze out global dollar markets at that point.
Views: 19226 Real Vision Finance
Review of investment limits for pension funds in Nigeria
(www.abndigital.com) In Nigeria, the regulator has proposed a review of investment limits for pension funds to help improve portfolio yields and thereby make available long-term financing for infrastructure. In Lagos is Bayo Adeniji, Senior Technical Assistant to the Minister of Finance.
Views: 239 CNBCAfrica
Chinese Value Stock to Buy - NYSE: GSH
Chinese Value Stock to Buy - NYSE: GSH Chinese stocks are always volatile but whey you find those with value and a long term history, you can see a margin of safety. I discuss the company with Jaokai, who is actually in Shenzen. Here is his in depth video on it: https://youtu.be/woy1p4Rv3pM Want to know more about what I do? Full-time independent stock market analyst and researcher! STOCK MARKET RESEARCH PLATFORM (analysis, stocks to buy, model portfolio) https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform Inexpensive monthly stock idea and analysis: https://sven-carlin-research-platform.teachable.com/p/stock-ideas-and-analyses-for-the-small-investor I am also a book author: Modern Value Investing book: https://amzn.to/2lvfH3t Subscribe to my newsletter for a weekly content overview and articles with stock analyses: https://svencarlin.com Listen to Modern Value Investing Podcast: https://svencarlin.com/podcasts/ I am also learning a lot by interning with my mentors: dr. Per Jenster and Peter Barklin at the Niche Masters fund. http://nichemastersfund.com
The Asymmetric Opportunity Revealed (w/ Kyle Bass & Raoul Pal)
Kyle Bass, CIO of Hayman Capital, sits back down with Raoul Pal in order to finally reveal the opportunity that he called “the most asymmetric trade ever seen in my entire life.” Bass follows up on his earlier thoughts on China, and lays out the logic behind his thesis. He also delves into the relevant historical context, and discusses the risks to the financial system posed by an overvalued property market. Filmed on April 24, 2019 in New York. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Watch more by starting your 14-day free trial here: https://rvtv.io/2KFv5rA About The Interview: The smartest minds in finance sit down for incredibly deep-diving discussions. Peer-to-peer conversations between the rock stars of the financial world. About Real Vision™: Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™. Connect with Real Vision™ Online: Twitter: https://rvtv.io/2p5PrhJ Instagram: https://rvtv.io/2J7Ddlw Facebook: https://rvtv.io/2NNOlmu Linkedin: https://rvtv.io/2xbskqx The Asymmetric Opportunity Revealed (w/ Kyle Bass & Raoul Pal) https://www.youtube.com/c/RealVisionTelevision Transcript: For the full transcript visit: https://rvtv.io/2KFv5rA KYLE BASS: And so, right now, we face Brexit and I don't know what's going to happen next, but I think that back then, they engaged in a peg to try to bring some sort of stability to calm the nerves and the psyches of investors in Southeast Asia and primarily Hong Kong, because as you know, investors were thinking with Great Britain, there's a legislative democracy, there's basically financial stability, there's rule of law. They're all the things that capital needs to invest and make real investments in the sovereign of the territory. And with the idea that China might take back over sooner rather than later, the money left. And that's why they had to institute the peg. So, the UK-Chinese agreement, this British agreement 1984 stipulated or set forth the rules by which Great Britain would engage with Hong Kong in the future. And the handoff would be July 1 st , 1997. Fast forward from '84 to '92 when the US entered its Hong Kong-US Policy Act, both Great Britain and the US treat Hong Kong as its own sovereign, as long as it maintains autonomy. Autonomy in its economic affairs, and its legislative affairs and its rule of law. RAOUL PAL: What does autonomy mean? KYLE BASS: That no one else is running the show. This agreement stipulates that it is a special administrative region of China, but it'll be treated as Hong Kong as long as those things are maintained. Like, I'd love to cover that secondarily in our conversationRAOUL PAL: That's my question, what's autonomy, but yeahKYLE BASS: Yeah. The word's very important. So, when you look at today, if you just look at Hong Kong from a macro perspective, it's really important to think about what happens when you peg your currency to another. There's the pegged currency, then there's the anchor currency. The anchor currency, in this case, is the dollar. What you're doing is you're basically saying I will adopt their monetary policy. I'll adopt their yield curve. I will basically let Jesus take the wheel and let the US run my economy. Now, that works actually fairly well as long as there's a synchronicity in economic outputs, right, i.e. if the economies are working together, if one grows, the other grows, if one goes into decline, the other goes into decline. That kind of relationship actually works. If one economy is growing, while the other one is declining, and you have to import monetary policy and i.e. the same rates curve, it's a disaster for the one that's declining.
Views: 50745 Real Vision Finance
Eskom host pension and provident fund transformation Breakfast
Eskom is holding a pension and provident fund transformation Breakfast. It comes weeks after the CEO, Phakamani Hadebe, resigned. The event is also taking place amid speculation of plans to cut the embattled power utility's workforce. eNCA's Aviwe Mtila is covering that story. #Dstv403
Views: 304 eNCA
Unfunded Pensions & Potential Disaster (w/ Brian Reynolds) | Real Vision
Brian Reynolds, former chief market strategist at Rosenblatt Securities, sits down with Real Vision’s Tyler Neville to discuss how unfunded pension liabilities are the real engine for the US credit boom and how this financial engineering has produced one of the greatest bull markets in history. A legal mandate requires these funds to generate 7.5% returns, and when they fail to do so, taxpayers foot the bill. As a larger percentage of these pensions are moved onto corporate balance sheets in the form of debt, the tightrope these pension funds walk gets more and more precarious. Filmed on March 25, 2019 in Goffstown, New Hampshire. Watch more Real Vision™ videos: http://po.st/RealVisionVideos Subscribe to Real Vision™ on YouTube: http://po.st/RealVisionSubscribe Watch more by starting your 14-day free trial here: https://rvtv.io/2H0wx5M About Skin In The Game: What is the big money up to right now? In each episode of “Skin in the Game,” an esteemed fund manager sits down to discuss their outlook on the markets, their current portfolio positioning, and their best investment idea. About Real Vision™: Real Vision™ is the destination for the world’s most successful investors to share their thoughts about what’s happening in today's markets. Think: TED Talks for Finance. On Real Vision™ you get exclusive access to watch the most successful investors, hedge fund managers and traders who share their frank and in-depth investment insights with no agenda, hype or bias. Make smart investment decisions and grow your portfolio with original content brought to you by the biggest names in finance, who get to say what they really think on Real Vision™. Connect with Real Vision™ Online: Twitter: https://rvtv.io/2p5PrhJ Instagram: https://rvtv.io/2J7Ddlw Facebook: https://rvtv.io/2NNOlmu Linkedin: https://rvtv.io/2xbskqx Unfunded Pensions & Potential Disaster (w/ Brian Reynolds) | Skin In The Game https://www.youtube.com/c/RealVisionTelevision #Retirement #Equities #Pension Transcript: For the full transcript: https://rvtv.io/2H0wx5M Before we invented the margin credit market, the stock market ran on fundamentals, things like earnings, things like valuations. And then the credit market came along, and starting in the 1990s, disrupted that whole process. 40 years ago in the '70s, the average company was highly rated, AA or AAA rated from a credit standpoint. Now we've added so much leverage in the last 40 years that the average credit quality has gone down to just above junk. Brian Reynolds, here to talk about unfunded pension liabilities, the credit boom and corporate buybacks. And we're here at this lovely New Hampshire Institute of Politics, which is the perfect setting for our conversation. First, why don't you just get everyone familiar with your background and maybe go through that a little bit. Sure. So in a month it'll be my 35th anniversary in this business. I started in 1984. And I've been in the business so long, the junk market didn't exist when I started. That's how long I've been in the business. The first 16 years I spent on the buy side of David L. Babson and Company. It was a great place to work because it started in 1940. I have mentors that go back to the 1920s, '30s, and '40s, they taught me to follow the money. They taught me this business the old fashioned way. And I've brought that through every job I've ever had since. And it was a great place to be because that was the emergence of credit as an asset class. Not only was the junk market not invented yet but the actual investment grade credit market was still in its infancy. So it's a very different world now than it was then, because credit is now so big it dominates financial markets, but back then it was a backwater. So I ran our money market funds, which is where shadow banking started. I was in charge of bank and finance bonds, which is some of the original shadow bankers. And then in the late 1980s, as structured finance began to become more significant, I was in charge of that product from the late '80s until 2000. So I kind of grew up with the Martin credit market. I saw it develop from almost nothing into this large asset class, which is now the tail that wags the dog. Some of the things you talk about, the Daisy chain of capital, now that's like a primary theme throughout your work, can you explain that for the viewers? Before we invented the Martin credit market, the stock market ran on fundamentals, things like earnings, things like valuations. And then the credit market came along, and starting in the 1990s, disrupted that whole process. So now we're in the third modern credit boom. The first one lasted from 1991 through 2000, then we had a financial disaster.
Views: 76464 Real Vision Finance
De-dollarization continues while China gains traction with Asian Infrastructure Investment Bank
Today on The Janssen Report (#95): dedollarization continues while China gets stronger (gold reserves) & gains traction with their Asian Infrastructure Investment Bank Some of today's & recent headlines: Christine Lagarde of the IMF: Lagarde Warns World to Brace for Volatility If Fed Surprises. Pension fund grab in Greece, use of pension fund reserves is now allowed! Bank deposit confiscation policies in place around the world; G20 decision 2014. China - IMF talks underway: yuan as a world reserve currency, inclusion in basket of currencies (SDR). China is gearing up to play a bigger role; their Asian Infrastructure Investment Bank (AIIB) is now attracting US-allies such as UK, Italy Power shift from the US & dollar to China/China led financial system, in spite of the weak China economy but they have been hoarding gold to build up their reserves. First step: to join IMF and the Special Drawing Rights basket of currencies. Western economy is becoming more and more unstable. Asset bubbles are huge. ECB bazooka 60 billion a month might stimulate equity markets in the short run, but dedollarization will further destabilize the western block. Educate yourself, act and become self-reliant. * Stay on top of the most significant financial develpoments and sign up as a free member: www.thejanssenreport.net * Sources: - http://www.bloomberg.com/news/articles/2015-03-17/lagarde-warns-world-to-brace-for-repeat-of-fed-s-taper-tantrum- - http://www.bloombergview.com/articles/2015-03-17/greece-s-euro-exit-seems-inevitable - http://www.zerohedge.com/news/2015-03-17/plan-b-major-european-allies-desert-obama-join-china-led-infrastructure-bank - http://www.zerohedge.com/news/2015-03-17/dont-show-treasury-secretary-lew-these-3-charts - http://www.zerohedge.com/news/2015-03-17/plan-b-major-european-allies-desert-obama-join-china-led-infrastructure-bank Please share this video! * More info on www.thejanssenreport.net * Cheers! Marco Janssen www.thejanssenreport.net
Views: 1587 Janssen Report
Metrobank Unit Investment Trust Fund
While you're busy building your future, we're here to build your wealth.
Views: 12912 Metrobank
2015 PRC Symposium: Session 1: Impact on Pension Fund Investments
Impact on Pension Fund Investments in Infrastructure under Global Financial Regulation Authors: Javier Alonso, Alfonso Arellano, and David Tuesta Abstract — One common denominator observed in global financial regulation is the tendency to allow pension funds to invest more in infrastructure. Considering this, our study analyzes what regulatory changes are currently taking place from a global perspective and what are the relevant factors that impact on pension funds' decisions to invest in infrastructure. Our results show that although financial restrictions on pension funds to invest in infrastructure could be important, there are other more significant factors such as the institutional framework and other variables related to the depth and strength of the financial markets. Geographical considerations have also been revealed to be important.
Inflow in the Chinese Investments to the U.S. by John Gonzales
Chinese investors are getting more and more active in the US, especially when talking about Silicon Valley. What is the current inflow of these investments? The situation is introduced by John Gonzales, USF Professor of Financial Analytics and entrepreneur during Chinese Venture Investing in the U.S. Forum. F50 and CBSI University of San Francisco are proudly co-hosting a forum on Chinese Venture Investing in the U.S., gathering select global investors, entrepreneurs, and academics to examine Chinese Venture Investing in the U.S. and collaborate on cross-border investment trends. The event content will include presentations from Managing Partners of top venture funds, discussions on Perspectives of Chinese Investors, Panel on Perspectives of Companies Receiving Financing from China, an M&A workshop and an evening networking dinner reception for speakers and special guests.
Views: 83 svhouse.tv
US Pensions Invest in Crypto Fund | Binance Releases DEX
The Gentlemen of Crypto EP - 342 In this episode we discuss US Pensions investing $40 mln in a "blockchain" fund and the release of binance's decentralized exchanged, and cash apps lightning network. https://www.bloomberg.com/news/articles/2019-02-12/first-u-s-pension-funds-take-the-plunge-on-crypto-investing https://www.coindesk.com/oracles-first-dozen-cloud-blockchain-applications-are-now-live https://cointelegraph.com/news/binance-ceo-reveals-testnet-release-date-for-decentralized-exchange #bitcoin #cryptocurrency #altcoins #cryptonews Support "The Gentlemen of Crypto" by using our referral link to download the Brave Browser. https://brave.com/krb666 We are Ambassadors for Cryptic Coin and will be giving away free coins to everyone who downloads the wallet!! Post your address and you will receive free coins!! https://crypticcoin.io/ Our show, The Gentleman of Crypto, is a daily live broadcast that explores the Bitcoin and cryptocurrency world. We discuss international topics, news updates and future innovations everyday at 10am PST (5PM UTC). Learn how to become a Crypto expert here: https://krbecrypto.com/join/ Subscribe to our YouTube channel here: https://www.youtube.com/krbecrypto Follow us on Twitch here: https://www.twitch.tv/krbecrypto ********************************** Connect with us online at the following places: KRBE Digital Assets Group • Website: https://krbecrypto.com/ • Shop: https://shopkrbecrypto.com/ • Newsletter: https://krbecrypto.com/join/ • Services: https://krbecrypto.com/services/ • About Us: https://krbecrypto.com/about/ • KRBE Steemit: https://steemit.com/@krbecrypto • TGoC Podcast: http://pca.st/hdVR SOCIAL • KRBE Twitter: https://twitter.com/krbecrypto • KRBE Facebook: https://www.facebook.com/krbecrypto/ • KRBE Instagram: https://www.instagram.com/krbecrypto/ • King Twitter: https://twitter.com/KingBlessDotCom • Bitcoin Zay Twitter: https://twitter.com/bitcoinzay Business Inquiries: [email protected] Support the stream: https://1upcoin.com/donate/youtube/krbecrypto (Bitcoin, Litecoin, Ethereum, Bcash) Donations welcome, but not necessary! Thanks for watching and remember to subscribe for daily videos where we give away free Bitcoin! ***Not a whole Bitcoin, a few dollars USD worth*** ------------------------------------------------------------------------------------------------------------ **This is not financial advice. The expressed opinions in the video are of the speakers. You can lose all your money in the cryptocurrency market, so be sure to do your own research before investing.**