Money and Finance
Energy for Asia: an overview - By Claire Barnes
Economic growth dipped in 09, but there is widespread complacency that Asia is now back to 'business as usual'. That would require commensurate growth in the availability of energy. (The energy intensity of US GDP has fallen, but it is far from clear that this would have been the case if manufacturing had not been offshored. It seems far from clear that 'green growth' is possible.) A look at the implications of compound growth, and the levelling / decline of some Asian energy sources, highlights the potential constraint of energy availability. China's energy demands are much in the press, and its government is clearly very aware of energy security. Some other countries appear almost oblivious, having received an energy windfall and forgotten its magnitude, and may be surprised to find that they cannot grow as fast without it.
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John Mauldin: Sometimes They Ring A Bell
After last week's discussion of the Affordable Care Act, it would be easy to drift off into all of the negative consequences of the current problems in Washington DC. There's just so much negative energy every time you turn on the TV that it simply...
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Apollo Asia Fund Q2 Report: The Imprecision Of Vital Statistics
There has been much recent discussion of Chinese statistics, but I have seen none at all on an interesting revision to BP's data on Malaysian oil production and consumption. BP's annual 'Statistical Review of World Energy' has become a...
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Real-world Turbulence, Market Lull: Apollo Asia Fund - The Manager's Report For 2q2010
During the quarter, activity in the whole portfolio was again very limited: we added one new name, increased two other positions, and trimmed one. Value is not particularly compelling by historical standards, and macro concerns make us significantly more...
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Lloyd's 360 Risk Insight Report: Sustainable Energy Security
Found via Claire Barnes. The report, produced in co-operation with Chatham House, explores the key global energy trends over the next 10 to 20 years and examines the major implications for business both in terms of future resource constraints and the...
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Recent Buy - Chevron (cvx)
I recently picked up another 10 shares of the energy giant Chevron after their recent dividend increase announcement. In an effort to balance my monthly dividend totals I had been trying to choose a stock to purchase for the end of the quarter. I already...
Money and Finance