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why australia? why brazil? | Advantage ‘zyaada’

Buying treasuries where it’s due..

Singapore, take a dekko here, came back brilliantly after a horrendous afterburn in 2009. Exports are back, and unlike China, they are not a surplus nation per se and . 2009 did fool foreign investors but Singapore still has some fundamental strengths..mineral rich nations also have unlimited rent seeking and unlimited potential for nationalisation, china is not an isolated example and temasek makes some fine pedigree..the last auction of 13th may for 3.6b [SGD] ext debt is 20b , not insignificant, maybe..also appreciation makes aussie wobbly and doozy 😉 china is also heading to deficit induced double down growth and would have outlasted the recession fears in the next few. but then china has sold down UST from 877b to 800b in holdings..

dbresearch.de

‘                                                                        unit          2006  2007   2008  2009  2010e

Economic indicators
Nominal GDP USD bn 141.3 172.2 192.7 177.5 203.0
GDP per capita USD 31,500 37,500 39,800 35,500 39,500
GDP growth (real) % yoy 8.7 8.2 1.4 -2.0 7.0
Industrial production % yoy 7.8 1.0 -4.2 -4.2 21.9
Domestic demand (real) % yoy 7.1 6.6 15.8 -4.8 6.5
Consumption (real) % yoy 4.5 4.1 4.8 1.3 2.1
Gross fixed investment (real) % yoy 13.3 19.2 14.3 -3.1 8.1
Gross fixed investment % GDP 21.8 23.3 27.8 28.9 28.1
CPI % yoy eop 0.8 3.7 5.6 -0.6 2.4
CPI % yoy aop 1.0 2.1 6.6 0.6 1.8
Exports USD bn 273.2 300.5 339.5 270.5 316.5
Exports % yoy 19.0 10.0 13.0 -20.3 17.0
Imports USD bn 239.9 264.2 321.1 246.3 295.6
Imports % yoy 20.0 10.1 21.5 -23.3 20.0
Trade balance USD bn 33.3 36.3 18.5 24.1 20.9
Current account USD bn 35.2 47.5 37.0 33.9 28.2
Current account % GDP 24.9 27.6 19.2 19.1 13.9
FDI (net) USD bn 10.3 8.4 19.8 10.4 8.7
Intern. reserves (excl. gold) USD bn eop 136.3 163.0 174.2 188.9 217.0

china..

‘                `                                                                   2006                                        2010e

Economic indicators
Nominal GDP USD bn 2,663 3,393 4,535 4,909 5,579
GDP per capita USD 2,026 2,568 3,415 3,678 4,160
GDP growth (real) % yoy 11.6 13.0 9.6 8.7 9.8
Industrial production % yoy 15.4 18.5 12.9 12.9 17.0
Gross fixed investment (real) % yoy 14.9 12.3 10.0 6.1 12.1
Gross fixed investment % GDP 42.5 41.0 40.2 40.8 41.6
CPI % yoy eop 2.8 6.5 1.2 1.9 3.2
CPI % yoy aop 1.5 4.8 5.8 -0.7 3.7
Exports USD bn 969.7 1,220.0 1,434.6 1,203.3 1,511.1
Exports % yoy 27.2 25.8 17.6 -16.1 25.6
Imports, cif USD bn -751.9 -904.6 -1,073.9 -954.0 -1,242.0
Imports, cif % yoy 19.7 20.3 18.7 -11.2 30.2
Trade balance USD bn 217.7 315.4 360.7 249.3 269.1
Current account USD bn 249.9 371.8 426.1 284.1 310.0
Current account % GDP 9.4 11.0 9.4 5.8 5.6
FDI (net) USD bn 55.1 57.0 52.4 32.6 35.8
FDI (gross) USD bn 72.7 83.5 108.3 94.1 103.5
Intern. reserves (excl. gold) USD bn eop 1,072.8 1,530.3 1,948.1 2,416.0 2,751.4
Import cover months eop 14.4 16.8 18.1 25.0 22.2
External debt USD bn 323.2 373.9 374.7 399.8 425.1


2 comments on “why australia? why brazil? | Advantage ‘zyaada’

  1. Harry Mullally
    August 3, 2011

    Good post. Cheers for, going to it blog web page mate. I’ll concept you quickly! I didn’t know that!

    Like

  2. Barton Hammed
    August 6, 2011

    Super-Duper web site! I am loving it!! Will come back again once more – taking you feeds also, Thanks.
    Hello. Good position. I did not expect this on the Wednesday. This is a fantastic story. Thanks!

    Like

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This entry was posted on May 17, 2010 by in Bonds, China, Financial Markets, Global, iShares, O'nomics and tagged , , , , , .

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