Growth Insights For Asia Trades

Published on
September 26th, 2016
Topic
Emerging markets, Geopolitics, Technology
Duration
43 minutes
Asset class
Equities, Bonds/Rates/Credit, Currencies

Growth Insights For Asia Trades

The Interview ·
Featuring Paul Krake

Published on: September 26th, 2016 • Duration: 43 minutes • Asset Class: Equities, Bonds/Rates/Credit, Currencies • Topic: Emerging markets, Geopolitics, Technology

The end of the commodities supercycle has hit Asia hard, but macro strategist Paul Krake reveals the Asian countries where technological advances are unveiling golden opportunities.

Comments

  • sm
    sam m.
    4 October 2016 @ 04:37
    This might be the youtube link to the james goldsmith interview mentioned by Raoul: https://www.youtube.com/watch?v=wwmOkaKh3-s I am loving the 1.25/1.5/2.0x playback multiplier but even though I am an Aussie even I had to dial this one back to 1.25x :)
  • MB
    Matthias B.
    30 September 2016 @ 07:17
    at this stage, it does NOT require higher metals prices for these companies to improve their financial metrics and boost FCF. higher underlying metals prices will just be a massive financial leverage when they occur.
  • MB
    Matthias B.
    30 September 2016 @ 07:17
    at this stage, it does NOT require higher metals prices for these companies to improve their financial metrics and boost FCF. higher underlying metals prices will just be a massive financial leverage when they occur.
  • MB
    Matthias B.
    30 September 2016 @ 07:15
    nicely flowing interview with some valuable info pockets. but I'd like to disagree with Paul on his commodity view. he tends to fall as well for a common but flawed narrative. the supercycle is not dead at all. it has evolved into a 2nd phase. here is why: he is right that the capex cycle has ended (peaked in 2012) and the overcapacity consequences had to be worked out through restructuring. as usual, gold/silver miners started ca 1-1.5y ahead of base miners hence their financial metrics as relatively superior. the cycle started in 2001 and ended in Dec 15/Jan 16 and metal prices/EQ prices found the historically low bottom (gold miners 2 SD below trend, broad miners on 4 decade lows). what now starts with miners is the free cash flow cycle on the back of successful restructuring. as no capex projects are planned and as it takes 10-15y to realised them, it is only a question of time for new supply deficits with ensuing higher metals prices.
  • NJ
    Nic J.
    28 September 2016 @ 06:01
    A very good interview with a typical Australian who tells it as it is.
  • FC
    Fractal C.
    28 September 2016 @ 00:35
    Alibaba is a fraud - eventually that is a $0 stock.
  • SD
    Sebastien D.
    27 September 2016 @ 05:24
    A radically different view on Japan than Dr. Simon Ogus, I'm not entirely convinced by the argument but see the risks as well. At least everybody agrees on India!
  • CD
    Christine D.
    27 September 2016 @ 05:06
    The BoJ comments are about the cons says nature of the organization . They have been dealing with deflation and QE for 25 years and they were the last to go to negative rates.
  • DG
    Daniel G.
    26 September 2016 @ 19:51
    Good insight into the potential for robotics to be a catalyst of demise in emerging markets. This is why RV is such a value. Thanks guys
  • RM
    Richard M.
    26 September 2016 @ 19:34
    Very fun and entertaining conversation between 2 good friends - really enjoyed it!
  • KB
    Kreso B.
    26 September 2016 @ 19:24
    Alibaba and TenCent are frauds, financed by $60billion a month of hard earned Chinese savings. Once all acquisitions of Alibaba prove failures and government takes e-business away from TenCent... Welcome to the real world. In the meantime, keep swallowing the blue pill.
  • JD
    Josh D.
    26 September 2016 @ 18:30
    His points about Japan not being radical made no sense to me.
  • ss
    scott s.
    26 September 2016 @ 14:50
    He says he's practical in the application of his ideas but this discussion provides no concrete action ideas moving forward - judge it for yourself.
  • KC
    Klendathu C.
    26 September 2016 @ 12:41
    Great give and take. Realvision at its finest.