When Soros attacked the British pound, he was betting that Britain would no longer be able to maintain the exchange rate of the British pound against the U.S. dollar. And it is said that some people are now starting to snipe the Japanese yen. Has anyone thought about sniping the US dollar? Targeting other currencies is actually betting on the depreciation of the currency against the US dollar, while targeting the US dollar is actually betting on the devaluation of the US dollar against physical wealth, which is manifested in rising commodity prices.
In this sense, the attack on the US dollar has already begun.
Trillions of dollars will flow out of growth stocks over the next decade, Larry McDonald predicted.
That's because money is heading into "inflation beneficiaries," or assets that rise if inflation stays high.
That could create a bull market in assets like gold, aluminum, and energy, he predicted in a recent interview.
But that could actually be good news for "inflation beneficiaries" — or areas of the market that will actually soar as prices remain elevated. Those beneficiaries include assets like nickel, aluminum, uranium, copper, gold, oil, and gas, McDonald said, estimating that the energy grid alone was likely worth around $2 trillion.
The shift will pull a tremendous amount of money from popular growth stocks, like the Magnificent Seven, to hard assets and commodities, he added. Some of those assets are already seeing an uptick in interest, with gold prices surging to a record high this week.
"We're talking about a multi-trillion dollar migration of capital and nobody's prepared for it," McDonald said.
War jittery hitting all markets.look like Israel gearing up a fight with Iran. Biden has no control over Israel PM. Nobody wins if Israel start a war with Iran. Iran is the big brother in the middle East
MkH oil palm IPO listing on 30/4 may indicate market perception on oil palm planter's. Need to see what valuations MkH oil palm fetch or accorded by the market. Both TSH and MkH oil palm are in the similar upstream
A kind reminder. Smart fund are going into lagged commodities like agriculture , grains and vegetable oil after taking a temp relief from gold , metal and energy.
Inno and Tsh both in palm oil The difference is this
Tsh owns all it's gold mine lands of great value all Inno's lands belong to Sabah Govt
As such Tsh is only getting a share of profit from Ffb and Cpo it can never profit from Inno"s asset value both now and forever
As for Tsh
it sold it's Sabah lands for palm oil with good profits
but it sold it's Bulugan lands for greater profits as they are now converted to Industrial Park
but the highest VALUE WILL BE UNLOCKED WHEN TSH SELLS ITS 94,700 ACRES LAND FOR FUTURE "NEW TOWNSHIP" DEVELOPMENT IN IKN NUSANTARA - THE NEW ADMIN CAPITAL OF INDONESIA
Still talking about land after more than 3 years? TSH cant be forever selling land. TSH needs to sell its palm products and wood products. That wood products and forest planting isnt giving any profit for years...
After Ltat took Bplant private it later sold lands in Kulim to Kedah Govt to be converted to Industrial park
the sale price was Rm7.50 to Rm7.80 which translates to about Rm330,000 an acre
A check with Bplant it has 2 plots of lands in Kulim
one got price of Rm31,000 per acre and another is Rm33,000 per acre book value
So Ltat made 10 X (times ) more selling Bplant lands And since we got the figures if we calculate backwards then Bplant privatisation at Rm1.55 was dirt cheap and it's real time market value now should be at least Rm8 a share
Land ownership in Indonesia is complicated. Forest land is strictly reserve and no cultivation is allowed. Ownership of agricultural land is split into HAK MILIK, HGB, HAK pakai { lease}, HGU { right to cultivate or plant}, HMA rumah susun { building units}. Only Indonesian citizens is allowed to own freehold land { HAK MILIK} Foreigner's is not allowed to own or buy freehold or HAK MILIK titles. In addition any agricultural land development 20% of land use is reserved for local community or adat{ forest land rights} akin to our Felda scheme
Now you can understand why Tabung Haji and Boustead exit their Indonesian estates. Same goes for Singapore companies unless you paid a third party to undergo the transaction. Lease must be renew after expiry between 30 -33 years. If there is not development within 5 years after acquiring the said land. The local governor has the right to take back the said land under general orders .it's a land mine
Investors in Nusantara Capital City (IKN) will be granted a right to cultivate (HGU) of up to 190 years as the House of Representatives (DPR) have decided to ratify the IKN Bill to be a law.
DPR Deputy Speaker Sufmi Dasco Ahmad was the star at the 7th plenary session that was held on Tuesday (3/10). The DPR leader from Partai Gerakan Indonesia Raya (Gerindra) chaired the level II discussion that determined the Bill on the Amendment to Law No. 3/2022 on IKN to be passed as a law.
After Sufmi Dasco has affirmed his approval for the IKN Bill to be a law twice, the meeting participants agreed.
Read in Full
IKN Bill ratification: The way is paved for investment in Nusantara
Without disrespect to any sifu or experts on land matters. The planned city development of Nusantara is split into 5 phases. The targeted date of completion for the new capital city is set betw 2045 - 2050
As for TSH it has an outstanding Indonesia Partner
BILLIONAIRE GARIBALDI THOHIR
Garibaldi Thohir has 10% share TSH 90% share of Tanah Kuning Lands in IKN NUSANTARA Also got 10% shares of lands in West Kutai & East Kutai
See
PT Andalas Agro Industri PT Andalas Agro Industri , is a company established through a joint venture collaboration between TSH Resources Berhad and Bapak Garibaldi Thohir of Indonesia. We were invited by the West Sumatera government to invest in palm oil milling as well as planting of oil palm . Palm Oil Mill The 60-tonne per hour palm oil mill is in the course of construction and is expected to be commissioned in early March 2005. It is located at Pasaman Barat , West Sumatera, about 145 km from the capital city of Padang.
LONG AGO TSH ALREADY FOUND INDON PARTNER GARIBALDI THOHIR
Later they went to buy Bulugan lands, West & East Kutai lands
Billionaire Garibaldi Thohir owns 10% & TSH 90%
Who knows?
Today BILLIONAIRE GARIBALDI ROSE UP IN INFLUENCE & PROMINENT!
“We are small in number, yes,” coal billionaire Garibaldi Thohir told the room in a widely publicized video of the event. But “in this room maybe one third of Indonesia’s economy is here.”
SIGN UP FOR THE ENERGY DIGEST
Their support is a big change from five years ago, when Thohir’s brother — sitting cabinet minister Erick Thohir — led President Joko Widodo’s campaign to beat Prabowo for a second time. Jokowi, as the incumbent is popularly known, can’t run for a third term and has implicitly backed Prabowo by having his 36-year-old son join the ticket as vice president.
Yet the band of American-educated businessmen gathered in the cafe are just as key to victory when 205 million Indonesians elect Jokowi’s successor on Feb. 14.
Prabowo, a former son-in-law of the late dictator Suharto, sang along to Creedence Clearwater Revival during the meeting as he expressed his gratitude for their support.
“I get it now why I lost the presidential election twice,” said Prabowo, who was once banned from entering the US over suspected rights abuses. “Back then, I was not invited here.”
The remarks underscore the sway Indonesia’s ruling class of tycoons and politicians still have in choosing the country’s leaders, nearly three decades since the country embraced democracy
“We are small in number, yes,” coal billionaire Garibaldi Thohir told the room in a widely publicized video of the event. But “in this room maybe one third of Indonesia’s economy is here.”
SIGN UP FOR THE ENERGY DIGEST
Their support is a big change from five years ago, when Thohir’s brother — sitting cabinet minister Erick Thohir — led President Joko Widodo’s campaign to beat Prabowo for a second time. Jokowi, as the incumbent is popularly known, can’t run for a third term and has implicitly backed Prabowo by having his 36-year-old son join the ticket as vice president.
Yet the band of American-educated businessmen gathered in the cafe are just as key to victory when 205 million Indonesians elect Jokowi’s successor on Feb. 14.
Prabowo, a former son-in-law of the late dictator Suharto, sang along to Creedence Clearwater Revival during the meeting as he expressed his gratitude for their support.
“I get it now why I lost the presidential election twice,” said Prabowo, who was once banned from entering the US over suspected rights abuses. “Back then, I was not invited here.”
The remarks underscore the sway Indonesia’s ruling class of tycoons and politicians still have in choosing the country’s leaders, nearly three decades since the country embraced democracy
Desa Penawai, Bekokong Makmur, Kecamatan Bongan Jempang & Desa Jambuk, Muara Gusik Penawai, Tanjung Sari, Kecamatan Bongan & Desa Jambuk Makmur, Kecamatan Bongan Desa Muara Siram, Siram Jaya, Resak Kampung, Kecamatan Bongan, Desa Resak, Kecamatan Bongan, Kabupaten Kutai Barat, Provinsi Kalimantan Timur
Note:
Muara Gusik
This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!
These three areas were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas
YES! WEST KUTAI (CHOSEN AS "NEW ECONOMIC GROWTH" AREAS!!!
were chosen because they have potential resources and local culture which of course also consider the potential for regional development and new economic growth areas
Desa Penawai, Bekokong Makmur, Kecamatan Bongan Jempang & Desa Jambuk, Muara Gusik Penawai, Tanjung Sari, Kecamatan Bongan & Desa Jambuk Makmur, Kecamatan Bongan Desa Muara Siram, Siram Jaya, Resak Kampung, Kecamatan Bongan, Desa Resak, Kecamatan Bongan, Kabupaten Kutai Barat, Provinsi Kalimantan Timur
Note:
Muara Gusik
This is where WEST KUTAI CONNECTS WITH IKN NUSANTARA!
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Sales
3,194 posts
Posted by Sales > 3 weeks ago | Report Abuse
MKH cannot compare with TSH. TSH is cash rich.