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SheldonThinks Investments

Investment Advise Market Trends, Commodities, Mining Stocks, Properties

Category Archives: Property Market Insights

Here are further signs that the Philippines economy are retaining their strength as we predicted in our property report. The implications for Philippines property are significant. It must be appreciated that call centres are emerging as a significant employer of Filipino labour in the country, as call centres around the world close in favour of [...]

We encourage people to buy property over the next few years in the Philippines. There are a number of reasons for this we have described in our eBook, both market related and also regulatory. There is the 2% population growth that few countries can match. There is the even higher rates of growth in satellite [...]

The leaders of Australia and NZ – PM’s Kevin Rudd and John Keys – have moved a step towards a common market which will reduce the cost of flights between Australia and NZ. The steps to be taken in the next year will see trans-Tasman customs and immigration abolished, so an entry into NZ is [...]

If you are interested in the US property market, I would suggest considering the following chart. It provides an indication of the remaining overhang of ARM resets; but by no means is that the full story, so please read on.———————————————-Andrew Sheldon www.sheldonthinks.com

Are you wondering whether this is the end of the property bull market? You will hear conflicting information. There are those saying that:1. The OECD countries are so indebted that they will take years to bail themselves out2. You have central banks cutting interest rates around the world What gets me is how people just [...]

Centuries ago there were periods when people took it upon themselves to explore the world. They engaged in great adventures, travelling to the far corners of the Earth. In those days the explorer was the exception, or it was exceptional circumstances like War and colonisation that took people to other parts of the world. Today [...]

Several months ago I had an important insight. Unsurprisingly this insight followed a mistake. Actually I made several mistakes. Firstly I expected the Federal Reserve to push the Fed rate back down to 1% before it started to raise rates. In fact its done very little of either. The Fed I guess is determined to [...]

Its interesting to read commentaries years after they have been published. Here is a 2006 article outlining the merits of investing in the Japanese property market. No dispute – there are bargains in Japan – though I am not as optimistic as this commentator, and I disagree with his simplified understanding of Japan credit markets. [...]

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