“The Greater China Co. Prosperity Sphere and How to Join it – Mate” Or, How to reduce your exposure to the US dollar by investing in Australia
Agenda • • • Who am I? You’re not alone. . . Have yourself a Get-Out-of-Jail-Free Card Sell Bonds, Buy Energy 3 “Thin Air” Stocks for 2009/2010
It Isn’t Just the US Government That’s Gone Spending Crazy! • Australia’s Stimulating Record – Cheques to dead people – ‘Free’ money to buy houses – Insulate your home for free – Build. . . Stuff • Hospitals, Schools, Bridges, Roads, Sheds, etc. . . – Something (Anything) must be done
Still a Lucky Country – Just
Greater China Co-Prosperity Sphere
Orwell’s Vision for 1984 25 years later, has Australia joined ‘Eastasia’?
Why is Chinese Government Spending Good, but Australian and US Government Spending Bad? It Isn’t – but it’s good for Australia’s resources companies!
Sell Bonds. . .
Buy Energy. . . or
Sell USD, Buy AUD
Which Australian Investments? • For you. . . – Resources – Small Caps • Natural Gas (CSG, LNG) – 3 “Thin Air” Stocks » LNG Terminal Operator » Gas Explorer » LNG Terminal Operator & Gas Explorer More Details in this afternoon’s workshop at 3: 20 pm in Cortes Room (Discovery Level)
Who Should Buy Australian? • If you want to buy into some of the most exciting small energy plays on the market • If you want to reduce your US dollar exposure • If you want to increase your exposure to the Chinese economy • If you want to benefit from a non-US led global economic recovery • If you want to benefit from a US led global economic recovery
• www. moneymorning. com. au