7 Thoughts On “Seven Confirmations Of Seven Pom Trends In Seven Days (Freepom)”
Bob Cool. But still in any conflict accidents can happen so perhaps it might be too soon to tell. But yes I agree with the rest. Good job. English not my first or even 2nd language.
Alan Brown Hi JC, another great article! thank you very much.
The PoM site over the last couple of years has given my rather small entourage a huge insight into why trade surplus countries could see a notable exchange rate appreciation and why trade deficit countries could incur a substantial exchange rate depreciation.
Researching this analysis easily presents the PoM thesis as being fundamentally “spot on!”.The pending multilateral transition towards a coordinated global rebalancing of debt and trade is an enormous task and the pace of such an event – without war – is a constantly revisited known-uncertainty from my camp :)
~~~
Bob Cool. But still in any conflict accidents can happen so perhaps it might be too soon to tell. But yes I agree with the rest. Good job. English not my first or even 2nd language.
Alan Brown Hi JC, another great article! thank you very much.
The PoM site over the last couple of years has given my rather small entourage a huge insight into why trade surplus countries could see a notable exchange rate appreciation and why trade deficit countries could incur a substantial exchange rate depreciation.
Researching this analysis easily presents the PoM thesis as being fundamentally “spot on!”.The pending multilateral transition towards a coordinated global rebalancing of debt and trade is an enormous task and the pace of such an event – without war – is a constantly revisited known-uncertainty from my camp :)
~~~
However, we’ve come to realize that we’ve never considered who the beneficiaries of an exchange rate appreciation would/could be. We’ve always focused on why an appreciation of a countries exchange rate would occur in the first place..
That said, we’ve started looking into this particular line of thought and discovered that there a few major industries that stand to see some positive benefits from exchange rate appreciations.
RMB Appreciation from Chinas Perspective
RMB Appreciation from Chinas Perspective
http://ift.tt/1PgDoGK
Posted on September 12, 2011
How does RMB appreciation affect five of the largest industries in China?
Aviation: Positive impact
As a large holder of foreign currency-denominated assets/liabilities, it can be said that the aviation industry may be the biggest beneficiary of RMB appreciation…
So, being 2015 and with the advent of the ASEAN – SAM (Single Aviation Market) coming into effect by Jan 1st 2016 – could the same outcome be surmised (in that the ASEAN Aviation industry will be a direct beneficiary of the RMB SDR inclusion and regional currency exchange rate appreciation)? Cheers mate :)
Alan Brown Link in support of the above comment:
DBS Group Research – Regional Industry Focus ASEAN Airlines
11th August, 2015
Alan Brown Link in support of the above comment:
DBS Group Research – Regional Industry Focus ASEAN Airlines
11th August, 2015
Alan Brown hmm. Seem to have found the answer!
[from above link]
<a href="http://ift.tt/1PgDnm3;
<ahref="http://ift.tt/1PgDnm3; target="_blank" Investment Summary
page 3
Stronger US$ could be a challenge. The US$ has been strengthening against regional currencies since August 2014 and is projected to continue doing so. Non-US carriers generally generate a deficit in US$ due to the high percentage of costs that are incurred or denominated in US$. ‘’
All else being equal, for every 1% appreciation of the US$, we estimate that operating earnings of the airlines above would be impacted by 2.6-15.3%.
Dane Lol. Love the title for your post. Here are a couple more pieces to the puzzle that’s been touched on. Slowing Chinese exports and contraction of the USD. POM is the best.
“China’s exports fell 3.7 per cent in the year to September, a smaller drop than forecast. But the standout feature was a 20.4 per cent decline in imports in US dollar terms for the same period — the 11th consecutive month of contraction.”
http://ift.tt/1PgDnm5
“China’s Exports Down 6.1% In August, Imports Fall 14.3%, But Trade Surplus Sharply Up”
http://ift.tt/1IVhdgC
That said, we’ve started looking into this particular line of thought and discovered that there a few major industries that stand to see some positive benefits from exchange rate appreciations.
RMB Appreciation from Chinas Perspective
RMB Appreciation from Chinas Perspective
http://ift.tt/1PgDoGK
Posted on September 12, 2011
How does RMB appreciation affect five of the largest industries in China?
Aviation: Positive impact
As a large holder of foreign currency-denominated assets/liabilities, it can be said that the aviation industry may be the biggest beneficiary of RMB appreciation…
So, being 2015 and with the advent of the ASEAN – SAM (Single Aviation Market) coming into effect by Jan 1st 2016 – could the same outcome be surmised (in that the ASEAN Aviation industry will be a direct beneficiary of the RMB SDR inclusion and regional currency exchange rate appreciation)? Cheers mate :)
Alan Brown Link in support of the above comment:
DBS Group Research – Regional Industry Focus ASEAN Airlines
11th August, 2015
Alan Brown Link in support of the above comment:
DBS Group Research – Regional Industry Focus ASEAN Airlines
11th August, 2015
Alan Brown hmm. Seem to have found the answer!
[from above link]
<a href="http://ift.tt/1PgDnm3;
<ahref="http://ift.tt/1PgDnm3; target="_blank" Investment Summary
page 3
Stronger US$ could be a challenge. The US$ has been strengthening against regional currencies since August 2014 and is projected to continue doing so. Non-US carriers generally generate a deficit in US$ due to the high percentage of costs that are incurred or denominated in US$. ‘’
All else being equal, for every 1% appreciation of the US$, we estimate that operating earnings of the airlines above would be impacted by 2.6-15.3%.
Dane Lol. Love the title for your post. Here are a couple more pieces to the puzzle that’s been touched on. Slowing Chinese exports and contraction of the USD. POM is the best.
“China’s exports fell 3.7 per cent in the year to September, a smaller drop than forecast. But the standout feature was a 20.4 per cent decline in imports in US dollar terms for the same period — the 11th consecutive month of contraction.”
http://ift.tt/1PgDnm5
“China’s Exports Down 6.1% In August, Imports Fall 14.3%, But Trade Surplus Sharply Up”
http://ift.tt/1IVhdgC
grs “Though it is hard for many to imagine that America would willingly relinquish it hegemonic control over the majority of the world, the trend of exactly that happening is beginning to become extremely obvious.”
It is not obvious. You are not taking into account that Mr. Obama does not represent the military industrial complex. Quite to the contrary. Obama has done everything he can to throw a wrench into the military machinery and yet we are still where we are, contemplating another world war. You use the term “America” as if it’s a monolithic entity. It’s not monolithic.
The players are not all controlled from the Round Table at the BIS as your writing seems to imply. If the international bankers were as powerful as you say they would have got their bancor at Bretton Woods.
The same group that vetoed the bancor has only become more powerful since then and will not simply fold up their tents like the Soviet military in 1989.
JC Collins Okay. Thanks.
http://ift.tt/1NaFmVN
http://ift.tt/1Nd4qvg
It is not obvious. You are not taking into account that Mr. Obama does not represent the military industrial complex. Quite to the contrary. Obama has done everything he can to throw a wrench into the military machinery and yet we are still where we are, contemplating another world war. You use the term “America” as if it’s a monolithic entity. It’s not monolithic.
The players are not all controlled from the Round Table at the BIS as your writing seems to imply. If the international bankers were as powerful as you say they would have got their bancor at Bretton Woods.
The same group that vetoed the bancor has only become more powerful since then and will not simply fold up their tents like the Soviet military in 1989.
JC Collins Okay. Thanks.
http://ift.tt/1NaFmVN
http://ift.tt/1Nd4qvg
via Dinar Recaps - Our Blog http://ift.tt/1Nd4qvi
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