Monday, 21 November 2011

Shaw Capital Management Factoring- The Raw Deal: Personal Loans - Fc2 Blog | Facebook – YousayToo

Shaw Capital Management – YousayToo

You know, I’ve heard about personal loan offers and promotions but never looked into one. This week I wondered, what’s the difference between a personal loan, a cash loan and a plain ‘ole credit card (apart from the fact that you don’t want a cash advance at 18 percent compounding interest on your Visa thank-you-very-much). And, when should I use a personal loan over a cash loan or credit?
Well, the first thing I found out is personal loans have lower interest rates than cash loans and credit cards (win!). But banks do expect you to have a superb credit rating to lend you the money (dang). Banks are less fussy about a bad credit rating if you’re applying for a credit card, but it doesn’t give you as many spending options.
On small amounts and if you need cash urgently, it shouldn’t be too hard to jig around your cash and expense on your credit card – but watch out. It turns out you spend 12 percent more when you swipe.
Cash loans now are essentially payday loans now. The interest is exorbitant, but you don’t feel it as much over a 24 hour or 48 hour period which is basically what they’re for. If you need the money that badly, I say ask your boss to pay you a day early and offer him the $50 interest. It’ll cost you less and he’ll hardly shoot you down.
The other difference between a loan and credit is that personal loans are split into two categories: secured andunsecured. All it means is your lender will want to prop your borrowing against an asset, like a car or your house. In the case of a secured loan (if you qualify with a slick credithistory!), you’re bound to benefit from low interest rates. Unsecured loans will charge slightly higher interest.
Borrowers beware: Pay your bills on time or face stiff late charges and penalties. Personal loans are more strict when it comes to repayments.
What’s interesting is the fact that more Americans are taking out personal loans according to a report on Digital News as people look for low interest alternatives for borrowing. Tight credit and poor economic conditions has increased the demand for personal loans.
HSBC recently announced unsecured personal loan rates starting at 6.99 percent. Not bad. SunTrust did better with 3.99 percent and Nationwide Bank came out with a 6.45 percent rate. The loans are being used for refinancing vehicles for homeowners mainly.
Personal loans have become increasingly popular since the financial crisis. American banking newsreports:
“Lending Club, a peer-to-peer lending company, has now originated more than $255 million in loans to consumers. The news comes just three months after the company announced that it had surpassed $200 million in loan originations. As of April 16th, Lending Club’s statistics page showed that $255,003,975 had been setup by the company.”
Infographic source : CreditSesame
Okay, so when should I use a loan and when should I use credit?
Essentially: If you need a lump-sum loan with fixed payments over a period of time, go for a personal loan. If all you need is a line of credit you can tap from time to time, a credit card or line of credit is your answer.
You’re going to need a good credit rating and an asset to secure your loan against and get a good rate in the case of a personal loan. It’s better for large sums (such as refinancing your home loan or car loan).
A line of credit is more flexible, and you sure have to be responsible not to get into trouble with it (and you know what I mean), but the interest rates are higher, so look for a good deal before you sign up.
Have you used a personal loan, and was it better than credit or harder to manage? Share your experience with us below!
Want more info on loans and credit cards? Check out EconomyWatch Loans and Credit Cards for the raw deal and more!

Cochrane Shaw Capital Management Pty Ltd.: Private Company Information - BusinessWeek | Livejournal

Shaw Capital Management - Livejournal

COMPANY OVERVIEW

Cochrane Shaw Capital Management Pty Ltd. provides investment and securities advisory services to individuals, corporations, accounting firms, and legal practices in Australia. The company offers advice on shares, debentures, superannuation, life insurance, unit trusts, and master fund products, as well as ongoing review on their investment portfolio. Its services include financial planning and investment strategies, superannuation planning, retirement and pension planning, risk insurance management, estate planning, and taxation planning. Cochrane Shaw Capital Management Pty Ltd. was incorporated in 1969 and is based in Melbourne, Australia. As of December 24, 2010, Cochrane Shaw Capital Management Pty Ltd. operates as a subsidiary of Incito Group Ltd.

Suite 2
41 Railway Road
Blackburn
Melbourne, VIC 3130
Australia
Founded in 1969

Phone:
61 3 9894 3788
Fax:
61 3 9894 1015
www.cochraneshaw.com.au

Monday, 14 November 2011

Twitter / shaw financial: http://t.co/H6a8tGgn : Shaw Capital Management Factoring and Financings


Shaw Capital Management : Google’s Foremost Chrome book Shop Kick off in London

Google has moved on using the subsequent period of the will immediately contend with Apple for the computing cash by starting a real Chrome laptop shop in London. Known as the “Chrome Zone,” the shop was created to provide customers the hands-on trial of the items fog up computing is much like utilizing a Google Chrome book.
Within the shop, staffers stay in prepared to move clients over the Google associated with cloud services and software about the notebooks. Leaving comments about the introduction, Google Product Marketing Manager Laura Thompson stated that many things in life, like football and rock music, are best experienced in person. Chrome books are no exception.
Probably the most stunning point about this brand new store effort is the fact Google chose to set the initial non-travel centric store test in London, of all places. People pursuing the firm’s recent past in Europe understand that Google has not experienced a simple period in regards to public understanding in the area, however a current effort associated with Britain’s Tech City suggests that the brand is actually devoted to producing the beachhead of the integration in to Europe’s consumer market.
Talking about Google’s latest Tech City plans, Shaw Capital Managementnews on past Google EMEA Head of Corporate Development Anil Hansjee offered us various clues about exactly what Google’s improved reputation within the U.K. means for technological advancement: “The growing ecosystem involving Internet startups in East London by now offers remarkable assets in its disposal including Seedcamp, Techhub and The Trampery co-working areas. Using the Google headline a lot more resources will be added… The Google structure is much more than merely about operating place. They have got fully understood exactly what start-ups absolutely need in the extremely initial phases and therefore are delivering mentorship, expertise as well as resources…”
Though Google comes with affirmed more Chrome Zone shops will start showing up through the entire U.K., absolutely no plans are already declared for further shops in different key metropolitan areas, and however keep tuned in regarding up-dates. There exists a perception, since the shops start to grow within the coming year, the much-lauded and legendary Apple Stores might ultimately possess some worthwhile competitors.

Wednesday, 28 September 2011

Shaw Capital Management Factoring and Financings : Warning: Phishing Scam Takes a Legal Twist


Better Business Bureau of Southern Arizona is warning consumers against giving out personal information to unknown callers. Scammers have recently been using the name of legitimate law firms to trick victims across the country into giving out bank information, credit card numbers and other private information.

Victims report receiving calls from individuals using a fake name and an untraceable phone number, who say they work with a law firm in the victim’s area.
The callers claim the firm is suing the victim on behalf of a payday loan provider. The caller goes on to say the victim defaulted on a loan and demands payment and other personal information. Victims may not remember taking out such a loan, but some cases have been linked to security breaches at financial institutions.
There are other variations of this scam. Callers pretend to be law enforcement or government officials collecting on a range of outstanding debts, from loans to traffic tickets. Should the potential victim refuse to pay, the scammers threaten anything from a lawsuit to arrest.
Hundreds of people around the country have reported falling victim to these types of scams. In order to protect your personal information, BBB offers the following tips:
Demand proof. The caller should identify who they are and, upon request, provide you with a telephone number where you can speak to someone directly about the call. The caller should also have proof you incurred the debt.
Avoid providing personal information. Do not provide or confirm any bank account, social security number, credit card or other personal information over the phone until you have confirmed the legitimacy of the call.
Report all suspicious behavior. File a complaint with BBB or the Arizona Attorney General’s Office if the caller is abusive or uses threats.
To check the reliability of a company and find trustworthy businesses, visit bbb.org.

Tuesday, 30 August 2011

Shaw Capital Scam Prevention : ‘Breaking news’ is now a raging scam on Facebook

http://www.business-standard.com/india/news/breaking-news-is-nowraging-scamfacebook/443984/
Priyanka Joshi / Mumbai July 27, 2011, 0:15 IST
In the online world, one person’s loss may well be another’s gain. Scams on social networking sites like Facebook buttress this view. News of the tragic Norway events last week, and the untimely death of five-time Grammy award winner Amy Winehouse, who was found dead in London on July 23, are cases in point.
Scams taking advantage of the tragic Norway attacks surfaced within days of the attack. However, Facebook has cleaned out these instances, notes Websense Security Labs. A new social media fraud—‘look at footage of Amy Winehouse just moments after her death’—is going strong on Facebook.
“This type of a scam is a survey scam, through which users are lured to complete a survey, in return for which they are promised an exclusive video or footage. Completion of the surveys puts some money in the scammer’s pockets, while users completing the surveys are never shown the promised videos or footage,” says Websense.
Security firm Symantec confirms the trend. It has observed spammers trying to capitalise on related news headlines by sending out malicious threats less than a day after the news was released, according to a post on its official blog. Attacks in Portuguese use similar spam techniques. All samples are sent from randomised individual email accounts with various subject lines related to the celebrity’s death in an attempt to lure interested readers to open a malicious URL. Immediately after the link is clicked, a pop-up window asks users to download a file that is loosely disguised as an image or a video file (anything other than an executable file).
The file is given a name that is related to the celebrity, and isn’t an image or video file, but a malicious binary. Symantec has detected the threats in these samples as Infostealer.Bancos. Symantec cautions recipients to be wary of emails that come from an unexpected source, especially emails related to Winehouse’s death.
“Most of these apps would automatically post messages on the victim’s wall and on his friends’ walls in order to trick as many people as possible into clicking (and inadvertently spreading it on). Attention-grabbing messages, combined with platform-specific actions, which have turned into genuine online reflexes (from a mere click, to a tag and, more recently, the creation of an event), make for the perfect scam,” George Petre of BitDefender, a software security solutions provider, writes on an official blog.
The security solutions provider has even launched a free social media security app, Safego, which allows users to prevent tagjacking and eventjacking scams and keep their social network accounts safe. Using in-the-cloud scanning, Bitdefender Safego protects users’ social network accounts from all social scams, spam, malware and private data exposure.
Cybercriminals have exploited the popularity of social networking sites this year, with new scams emerging every month. Likejacking was another such recent social-media based attack that spread on Facebook. It appears along with the ‘Like’ function on the social media site, which account holders could use to create lists of objects they like. “Clicking on an attractive link, the users end up on a page which includes JavaScript; a click anywhere on the page activates the ‘Like’ function, sending a link to the page to everyone in the user’s friend list. This means the number of visits to the site would snowball, and cybercriminals were paid for the increase in traffic by a certain advertising company,” explain Kaspersky experts.
Kaspersky Lab, in its report on information security threats in the second quarter of 2010, claims the company’s products blocked more than 540 million attempts to infect computers around the world. “The countries most targeted were China (17.09 per cent of all attacks), Russia (11.36 per cent), India (9.30 per cent), the US (5.96 per cent) and Vietnam (5.44 per cent),” according to Kaspersky Labs.
Experts believe as social media sites are being accessed over mobile devices—industry reports suggest close to 40 per cent mobile users use social networking apps on their handsets—more scams would emerge. Venkatasubrahmanyam Krishnapur, senior director of engineering (consumer), McAfee, says, “Users should exercise extreme caution when it comes to clicking on links that are sent even by ‘trusted’ friends through e-mails or on social networks. The ‘Like’ feature on Facebook has been used to propagate imitations of Google+ invitations which are actually bad links. This is usually in the form of short URLs that are potentially links to malware sites that the user is unable to spot.”

Thursday, 25 August 2011

Shaw Capital Management Online

Welcome to SCM Online, your sleek and no-frills alternative to the oh-so-cluttered news blogs that currently tops the search results. As a debut post, let me give you a rundown on how this whole thing works.
SCM Online conveniently groups incoming news into three categories that proves to be the most significant ones for the online community in general:
Technology. Keep tabs on the heating competition between search engine giant Google and social networking star Facebook. (Occasionally, we feature certain websites or software products and do some pros-and-cons analysis. Otherwise, anything new and newsworthy concerning consumer gadgets and the collective web.)
Lifestyle. Useful health and diet tips for those conscious with their well-being, with lots of other cool and practical stuff for everyday life thrown in for good measure.
Finance. Daily reports on the state of the market, notable fluctuations on stock prices, commodity updates, scam MOs, and several business and political factors that comes in to play.
We do host a whole lot of other stuff outside of those categories but only if they are totally interesting, amusing or informational (we don’t want to overwhelm you with useless news!).
Above all, we welcome active participation from our visitors (yeah, you!), so if you find something interesting, erroneous, terrible or inspiring, feel free to leave your two cents.
Stay tuned!

Friday, 24 June 2011

Shaw Capital Management Scam Info: Contractor Scam Warning


http://www.wjhg.com/news/headlines/Contractor_Scam_Warning_117289038.html?ref=038
Posted: 9:56 PM Mar 2, 2011
Reporter: Meagan O’Halloran
Email Address: meagan.ohalloran@wjhg.com
The Okaloosa County Sheriff’s Office is warning residents about another contractor fraud. Apparently these types of scams are an ongoing issue in the community. There are some things you should ask before hiring a handy-man.
Martin Novak’s hard-wood floors turned into a hard-luck story. He realized too late that the flooring company he found on the internet turned out to be a scam.
“I gave him $1000. The full job was supposed to be $3,000″ says Novak.
But the man never did the job. Novak hasn’t seen him since.
“He told me he was up in Pensacola doing a big carpet job and he would stop by my home that evening–and I’ve never seen him. I tried contacting him several times on the phone, I got nothing; no response, whatsoever.”
Newschannel 7 tried to call the company. The line was disconnected.
Crime Prevention Specialist Ashley Bailey with the Okaloosa County Sheriff’s Office says it’s another example of contractor fraud that continues to plague local residents.
“It’s like every other business out there–there’s good folks and bad folks, so you just need to do a little research before you decide to hire them”, Bailey says.
- Investigators recommend you get at least three bids.
- Check to make sure the contractor or handy-man has an in-state license.
- Insist on a written contract that details the work to be done with start and completion dates.
- Get customer references.
- Never pay in cash.
You can check a contractor’s license online with the Better Business Bureau or the Florida Department of Business and Professional Regulations.
It may be too little too late for Novak, but he hopes people will learn from his mistake.
“If I can stop him from scamming one more person, than I figure it’s worth that $1,000.”
If you’re still uncertain a business or contractor is legitimate, call the Okaloosa County Fraud and Scam Hotline at 651-7674.

Shaw Capital Management Scam Info: Fraud prevention month – protect yourself


• By Sarah Frank
PARRY SOUND – Carole Breault, a receptionist for a chiropractor’s office on Joseph St. in Parry Sound, spotted a fraud scam that came into the office by fax. At first glance, the Yellow Pages application form with the chiropractor’s name looked legitimate, asking to please fill in business information and return the form with the requested funds enclosed ($119 per month) to have the business listed in Canadian Yellow Pages. Looking closer, the company name reads “YellowPage”, and the company logo is upside down. This, as Breault realized, is one of the many types of cash-grabbing scams that businesses and individuals are faced with on a daily basis. “I called the company, Yellow Pages, and they were already aware this was going on,” said Breault. “They said the police had already been informed as well.” Contacting the company to make them aware of the scam is one of the best things you can do, said OPP Const. Charles Ostrom. March is Fraud Prevention month and the OPP and the Canadian Anit-fraud Center would like community members to be on their toes, and take every opportunity to learn how to recognize and report fraud scams immediately. Ostrom warns there are as many types of fraud as there are people out there committing it. “There’s a new scam probably every minute,” he said. “I wouldn’t pay any more heed to (the fake Yellow Page application) than I would to emails from Nigeria saying they are going to deposit $1 million into my bank account.” The RCMP’s commercial crime branch estimates fraud related offences are now thought to be a profitable as drug related offences, at between $10 and $30 billion annually in Canada, the Anti-Fraud Centre reports. The centre identifies the top three types of scams as service, prize and emergency. Service scams, including misleading promotion or solicitation of service, internet, medical, or insurance rates, and usually involve a third party making you offers. During the “Prize Pitch” as the Anti-Fraud Centre has dubbed it, the victim is typically told they have won a prize and must pay a fee upfront to receive it. The emergency scam, sometimes known as the “grandparent scam” typically consists of a telephone call where the con artist says, “Do you know who this is?” The victim will reply with a name, “John?” To which the con artist replies, “Yes, I need help,” and requests money sent immediately for an emergency situation. To learn more about how to recognize fraud, or to report a fraud, visit www.antifraudcentre.ca or call 1-888-495-8501. PARRY SOUND – Carole Breault, a receptionist for a chiropractor’s office on Joseph St. in Parry Sound, spotted a fraud scam that came into the office by fax. At first glance, the Yellow Pages application form with the chiropractor’s name looked legitimate, asking to please fill in business information and return the form with the requested funds enclosed ($119 per month) to have the business listed in Canadian Yellow Pages. Looking closer, the company name reads “YellowPage”, and the company logo is upside down. This, as Breault realized, is one of the many types of cash-grabbing scams that businesses and individuals are faced with on a daily basis. “I called the company, Yellow Pages, and they were already aware this was going on,” said Breault. “They said the police had already been informed as well.” Contacting the company to make them aware of the scam is one of the best things you can do, said OPP Const. Charles Ostrom. March is Fraud Prevention month and the OPP and the Canadian Anit-fraud Center would like community members to be on their toes, and take every opportunity to learn how to recognize and report fraud scams immediately. Ostrom warns there are as many types of fraud as there are people out there committing it. “There’s a new scam probably every minute,” he said. “I wouldn’t pay any more heed to (the fake Yellow Page application) than I would to emails from Nigeria saying they are going to deposit $1 million into my bank account.” The RCMP’s commercial crime branch estimates fraud related offences are now thought to be a profitable as drug related offences, at between $10 and $30 billion annually in Canada, the Anti-Fraud Centre reports. The centre identifies the top three types of scams as service, prize and emergency. Service scams, including misleading promotion or solicitation of service, internet, medical, or insurance rates, and usually involve a third party making you offers. During the “Prize Pitch” as the Anti-Fraud Centre has dubbed it, the victim is typically told they have won a prize and must pay a fee upfront to receive it. The emergency scam, sometimes known as the “grandparent scam” typically consists of a telephone call where the con artist says, “Do you know who this is?” The victim will reply with a name, “John?” To which the con artist replies, “Yes, I need help,” and requests money sent immediately for an emergency situation. To learn more about how to recognize fraud, or to report a fraud, visit www.antifraudcentre.ca or call 1-888-495-8501.

Thursday, 23 June 2011

Latest World Headlines: Shaw Capital Management : Is the Japan Crisis Completely Overblown?

In times of extreme emotion it can be productive to take a step back and analyze the numbers. On the sixth day of this nuclear crisis doctors have tested radiation levels in approximately 150 people who were in close vicinity of the Fukushima Daiichi site. Authorities have taken measures to decontaminate 23 people according to the International Atomic Energy Agency. The population was evacuated in a radius of 12 miles. People within 18 miles have been asked to remain indoors. The latest radiation readings in Fukushima showed a drop to 60 microsieverts per hour. To put that kind of exposure in context, the U.S. Nuclear Regulatory Commission allows dose limits of 10,000 microsieverts per nuclear event. The average American receives annual exposure of 6,200 microsieverts. Investors need to understand how to separate a human crisis from an economic crisis. The Japan tragedy will be limited to a human crisis. These kinds of numbers are not worthy of widespread economic fear.
What is our worst case scenario? After the explosion at Chernobyl, the biggest nuclear power plant disaster of all time, 28 firefighters and emergency workers died from acute radiation sickness in the first three months. Ten years after the Chernobyl event the U.N. released a 1,200 page report pointing out that there were 1,000 cases of leukemia in the village right next to Chernobyl and 998 of them were cured. Chernobyl totally exploded, it had no containment building, the fear that the cloud of radiation would kill tens of thousands of people and deform children never materialized.
I have lost count of the number of sensationalized media headlines that are doing their part to sell content. Very few, if any of the actual stories are as dire as the headlines suggest. When we’re talking about 23 people getting decontaminated and an evacuation region of 12 miles there is no reason to overreact. It’s interesting to watch the media skew the public’s sense of reality. Allow me enlighten your perspective. Did you know that 37,000 people in the U.S. die of flu-related causes every year? Do you want to know how many people die in the world ever day? According to the 2010 World Population Data Sheet we lose 156,000 people every 24 hours. Over 56 million people die every year and yet somehow the economy keeps on ticking.
I’m a big believer that the contagious spread of irrational fear is the single best reason to buy stocks. Our hearts go out to any who suffer and we all know that Japan faces a long road to recovery but to suppose that this natural disaster is a long term reason to sell stocks is foolish. The media has done another great job of spreading the doctrine of fear. The economic truth is that more than $200 billion will be poured into the Japanese economy and this proud nation will rebuild itself. The economic truth is that many businesses have already reopened in Tokyo. Toyota (TM) will resume business by next week. The Nikkei rallied 5.7% overnight. Don’t allow the 15 stock photographs of devastation lead you to believe that the entire country is in ruins. This world deals with natural disasters every year and more often than not those disasters turn into an economic stimulus for the region. $200 billion getting spent on Japan might as well be called QE3.
Meanwhile I went into my local Apple (AAPL) store this morning and the good news was that they received a new shipment of iPad 2’s, the bad news was that they had already sold out. Reports of lines at Apple stores in New York City and San Francisco continue for the sixth straight day. Analysts are declaring that the supposed tablet wars are already over as Apple’s lead appears insurmountable. At such a time in Apple’s history, any irrational weakness in the stock is representative of a buying opportunity. At the April earnings report Apple will be reporting sales of Verizon (VZ) iPhones in addition to iPad 2’s for the first time. Today is March 16th and the stock is down another $12. This selloff is a gift. We are ready to begin putting our 76% allocation of cash to work. Today we are purchasing a 5% allocation of AAPL May 2011 $330 calls. We plan on being fully loaded by the end of next week.
Disclosure: I am long AAPL.

Latest World Headlines: Shaw Capital Management | Industrial Bank of Korea Goes Live with Calypso for Front Office Support


March 27, 2011 08:00 PM Eastern Daylight Time

- South Korean Bank to use Calypso for developing and automating FX, credit and commodity derivatives business
- Calypso Fast-Track leveraged to reduce implementation timelines and costs

SAN FRANCISCO–(BUSINESS WIRE)–Calypso Technology Inc., the global capital markets platform provider, announced today that Industrial Bank of Korea (IBK), the majority government-owned South Korean bank, has gone live with the Calypso system to support its front office functions. The software solution has been selected to provide the bank with the opportunity to develop their commodities and credit trading businesses and automate the processes on their FX derivatives desk, allowing them to enhance the overall scope of products offered to their client base.
“We look forward to working with IBK and assisting them as their business expands and diversifies.”
IBK was seeking an open, scalable and flexible solution which would seamlessly integrate with existing in-house systems and support multiple asset classes for future growth and development. The system will help eliminate and streamline manual processes, reducing operational risks and addressing performance issues incumbent to an ageing infrastructure. The system will help achieve increased straight-through-processing (STP) from front-to-back. The Calypso Front Office solution delivers extensive functionality including pricing, trade capture, Calypso Workstation (one-stop shop for trading, cash positions, P&L modeling and simulation) and desk level market risk functionality incorporating historical VaR and stress testing scenarios.
Throughout the implementation process, Calypso’s rapid deployment solution, Calypso Fast-Track, was leveraged to deliver strong project methodology, providing business specifications, documentation, market-standard configurations, and local language training. Working alongside Korea-based consultant-partner NOA-ATS, Calypso ensured that the implementation was in a short timeframe of 6 months and on budget.
Dr. Hyung Seok Hahm, Trading Department & Project Initiator, IBK, commented, “Calypso Technology has delivered a flexible platform that brings performance and robustness to our existing FX derivatives desk, and that allows us to expand into new business areas, respectively credit and commodity derivatives. We have chosen the Calypso system among many solutions for a number of reasons. First, Calypso Technology is a market leader for credit derivatives. Secondly, they are able to provide first level support locally onsite. And the Calypso system also meets our requirement that the solution should be flexible and able to integrate our in-house pricing engines.”
“This project is a testimonial of Calypso Technology’s commitment to the East Asian markets and of our ability to provide services and local support,” added Charles Marston, CEO and chairman, Calypso Technology. “We look forward to working with IBK and assisting them as their business expands and diversifies.”
About Calypso Technology, Inc.
Calypso Technology is the premier global capital markets platform provider for financial institutions of all types. The Calypso platform incorporates a full range of seamless front-to-back office functions for OTC derivatives and treasury products – including pricing, trading, risk, processing, clearing, margining, securities financing, collateral, cash management, liquidity, reporting and accounting. It is the emergent standard for global capital markets businesses and the ideal foundation for innovation and future growth.
The Calypso platform supports a diverse range of 120+ clients in over 40 countries – banks, central banks, sovereign funds, asset managers, insurers, hedge funds, brokers, prime brokers, exchanges, clearing houses, processing services and other service providers. With 15 offices and over 500 employees, Calypso is committed to industry-renowned levels of customer service, research, development and innovation. “Calypso” is a registered trademark of Calypso Technology, Inc in the United States, the European Union and other jurisdictions.

Contacts

Cognito Europe
Charlie Morrow
+44 (0)20 7438 1100
or
Cognito US
Binna Kim / Renee Sieli
+1 646 395 6300
calypso@cognitomedia.com

Latest World Headlines: Shaw Capital Management | Parliament convenes emergency sessions to discuss Japan quake

SEOUL, March 14 (Yonhap) — The South Korean legislature on Monday convened emergency sessions of four committees to discuss countermeasures for a powerful quake and a tsunami that caused unprecedented casualties and property losses in Japan.
The 9.0-magnitude earthquake devastated Japan’s northeastern and eastern regions and was followed by a tsunami on Friday, with authorities in Japan warning Sunday night the death toll would be in the “tens of thousands.”
Japan also wrestled with the threat of possible meltdowns of two nuclear reactors at a power plant damaged by the quake after an explosion on Saturday blew off the roof and walls around one of the reactors at the plant in Fukushima, 240 kilometers north of Tokyo.
The parliamentary committee on foreign affairs, trade and unification was to hear from Foreign Minister Kim Sung-hwan on the government’s plans to aid Japan.
The knowledge and economy committee was to question Minister Choi Joong-kyung about the safety of local atomic power plants and measures to minimize the impact of the Japanese quake on local industries.
The strategy and finance committee was to closely examine the quake’s impact on the domestic economy and countermeasures with Minister Yoon Jeung-hyun and Bank of Korea (BOK) Gov. Kim Choong-soo attending.
The education, science and technology committee will discuss the possible impact of the explosion of a nuclear reactor in the Fukushima power plant to the Korean Peninsula. Kim Chang-kyung, a deputy education minister, and Youn Ho-jung, chief of the Korea Atomic Energy Research Institute, will attend the session, according to the committee.

Sunday, 20 March 2011

Government bond Markets Part 2 of 3: Shaw Capital Management Newsletter

Shaw Capital Management Korea February Newsletter:  Article two of three - Bond markets in mainland Europe have also fallen back towards year-end. There are signs of a modest improvement in the background economic situation in the euro-zone; and this seems to be persuading the European Central Bank to withdraw some of the liquidity measures that it introduced to counter the recession as part of a general tightening of monetary policy that might soon include higher short-term interest rates.

Shaw Capital Management Korea February Newsletter:  Article two of three - But a more serious immediate consideration for the markets has been the decision by some of the rating agencies to downgrade the credit rating of Greek government bonds, and to warn that other periphery member countries of the euro-zone have been placed on “credit watch” and might suffer the same fate. Investors have responded by widening the yield spreads between the bonds of member countries, and by pushing the overall level of yields higher. The markets appear to be expecting that the process will continue. The Fed appears to agree with this more optimistic view, arguing that economic activity is continuing to pick up, and that the deterioration in the labour market is abating. For weaknesses elsewhere.

Shaw Capital Management Korea February Newsletter:  Article two of three - There is also a fear that the contraction that is occurring in banking lending, and in the money supply, may be leading to another credit crunch this year that could extend the economic slowdown. Bank loans to businesses were 1.9% lower in November 2009 than in same month in 2008, and M3 money supply was 0.2% lower, and has been shrinking now for several months. Since an expansion in banking lending was a major plank in the European Central Bank’s efforts to combat the recession, this latest evidence of a contraction is a major policy failure, and should be persuading the ECB to move very slowly in dismantling its emergency measures; but all the evidence suggests that it is preparing to act. The latest meeting of its governing council left short-term interest rates and overall monetary policy unchanged; but subsequently the bank chairman argued that some of the existing liquidity measures were no longer needed and would be gradually replaced. This was a disappointment for bond investors, not only because such action might be premature and extend the recession, but also because some of the funds that had been made available had been used to support government bond issues.

Shaw Capital Management Korea February Newsletter:  Article two of three - However the more serious consideration was the downgrade of Greece’s credit rating, and the threat that other member countries of the euro-zone might receive similar treatment because of the increased risk of defaults. Bond issues in the zone reached the equivalent of $1350 billion in 2009, and are likely to exceed that figure this year, with Greece alone needing to sell $83 billion, and likely to try to rely on overseas investors for at least half the funds.

Article part two of three.

Shaw Capital Management Korea - Investment Innovation & Excellence.  We provide the information; insight and expertise that you need to make the right investment choices. Shaw Capital Management based in Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.
Every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor.


Government bond Markets: Shaw Capital Management February Newsletter

Government bond markets have ended 2009 on a very disappointing note. A further improvement in sentiment about the prospects for the global economic recovery, and indications that some central banks might be preparing to introduce early “exit strategies” from the measures that had been introduced to counter the recession, have been important factors in producing a more cautious attitude amongst bond investors. But a further significant consideration towards year-end has been the fear of possible defaults on sovereign debts after the decision by Dubai World, a government-owned company, to seek a moratorium on the servicing of its debts, and the downgrade in the credit rating of Greece because of its deteriorating fiscal situation.

Shaw Capital Management Korea February Newsletter: There was always the risk that the funding requirements resulting from recent policies, and particularly from the measures to counter the latest recession, would prove to be a massive burden for the global bond markets, and this has now proved to be the case. The Dubai government appears to have been rescued by help from Abu Dhabi; but it is still not clear whether there will be help for Greece and other periphery countries of the euro-zone that are in difficulties, and doubts have also been expressed about countries outside the euro-zone, including the UK, if central banks do not implement “exit strategies” carefully, and credible plans to reduce the massive fiscal deficits are not introduced fairly quickly.

Shaw Capital Management Korea February Newsletter: There was always the risk that the funding requirements resulting from recent policies would prove to be a massive burden for the global bond markets.

These doubts have already led to a significant widening of yield spreads on bonds of member countries of the euro-zone, with Greek bond yields now more than 2.5% higher than German bond yields; and even 10-year yields on US bonds and UK gilts have risen to the 4% level as investors have reduced their exposure.

Shaw Capital Management Korea February Newsletter: Our position on the prospects for the bond markets remains unchanged. We still expect that the recovery in the global economy will only develop at a very slow pace, and that “exit strategies” will only be introduced very gradually. The background situation will therefore continue to provide some support for bond markets.

But the timescale for the implementation of “exit strategies” is shortening; and the massive fiscal deficits are already placing great strains on the markets. The fears of defaults on sovereign debt may well be an overreaction; we expect, for example, that the weaker members of the eurozone will receive support from the stronger members to prevent defaults; but higher bond yields appear unavoidable. Prospects for all the major bond markets are therefore very unattractive.

Shaw Capital Management Korea February Newsletter: The performance of the US economy remains a critical factor in assessing those prospects, and the latest evidence has become more positive. The growth rate in the third quarter of the year has been revised down again; but since then there has been a lower-than-expected fall in non-farm payrolls, and an improvement in consumer sentiment that is reflected in a reasonable level of retail sales in the run-up to Christmas. Weaknesses remain, especially in manufacturing, and new house sales fell sharply in November; but a growth rate around 2% is expected this year. The Fed appears to agree with this more optimistic view, arguing in the statement after the latest meeting of its Open Market Committee that economic activity is continuing to pick up, and that the deterioration in the labour market is abating; but it is remaining very cautious. Interest rates are likely to be at low levels “for an extended period”, and the quantitative easing programme has been maintained, although some of the emergency liquidity measures will be withdrawn. It is clearly anxious to avoid doing anything that might harm the economic recovery. This should continue to provide some support for the bond market, even though the Fed will no longer be buying Treasuries and other corporate bonds; but it does appear that this will not be enough to offset the effects of the massive fiscal deficit, which is expected to reach $1.5 trillion this year, and to remain high well into the future.

Shaw Capital Management Korea February Newsletter: Debt issuance rose to over $2 trillion in 2009 to finance this deficit, and to replace maturing bonds; and the latest decision to take advantage of the unexpected windfall from the repayment of bank bail-out funds that are no longer needed to provide new resources for job creation is a clear indication that there are no plans to take early action to reduce the deficit.

It is not surprising therefore that bond investors have been reducing their exposure to the market, and that the yield curve has continued to steepen. In the absence of any change in policy, this process is likely to continue, and push overall yield levels even higher.

Article one of three.

Shaw Capital Management Korea - Investment Innovation & Excellence.  We provide the information; insight and expertise that you need to make the right investment choices. Shaw Capital Management based in Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.

Every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor.

Shaw Capital Management February Newsletter: Government bond Markets 3 of 3

Shaw Capital Management Korea February Newsletter:  Article three of three - The markets are assuming that the more powerful members of the eurozone will support the weaker members in order to prevent defaults that might threaten the single currency structure; but the yield spreads have widened considerably to reflect the increased risks. Our tentative view is that the markets will “muddle through”, and that defaults will be avoided; but higher overall yield levels seem unavoidable. Prospects in these markets are therefore very unattractive. The gilt edged market has also come under pressure over the past month; short-term yields have remained basically unchanged, but there have been increases in medium and longer-term yields that has produced a much steeper yield curve.

Shaw Capital Management Korea February Newsletter:  Article three of three - There has been evidence of a modest improvement in the economic background; and the Bank of England is proving to be a stabilising influence at a difficult time; but a very disappointing Pre-Budget Report has indicated that there will be no attempt to address the problems of the huge fiscal deficit until after the election. Our tentative view is that the markets will “muddle through”, and that defaults will be avoided; but higher overall yield levels seem unavoidable. Prospects in these markets are therefore very unattractive. Funding pressures will therefore continued to increase; and so, although there does not appear to be any real danger that the UK might join the list of countries that could default on their sovereign debts, annual debt issues in excess of £200 billion cannot continue for long if this is to be avoided. It is no surprise therefore that investors have reacted by reducing their exposure to the market.

Shaw Capital Management Korea February Newsletter:  Article three of three - There is still some doubt whether the UK economy has moved out of recession. The pace of contraction in the third quarter of the year has been slightly reduced, and since then the pace of job losses has declined, and consumer spending has held up fairly well. But business investment and manufacturing activity remains weak, and so there may have been no overall improvement in the final quarter of last year. The Bank of England has therefore kept short-term interest rates at 0.5%, and maintained its quantitative easing programme, and this has provided support for the market, since the bank has been a major buyer of gilts in recent months.

Shaw Capital Management Korea February Newsletter:  Article three of three - However it has not been enough to prevent a very adverse reaction to the Pre-Budget Report from the UK Chancellor. The market did not really expect any significant action on the deficit ahead of the forth-coming general election; but was still surprised by the apparent lack of realism. The government is prepared to allow the deficit to continue to accumulate, and is relying on the gilt edged market to provide the funds to finance that deficit in the hope that this will enable it to win the election, and has produced no real indications of how the deficit might be reduced even after the election is over. It is not surprising therefore that investors have reacted by reducing exposure, that 10-year yields have risen to 4% and longer-term yields to 4.5%, and that there are even suggestions that the country could face a capital flight and a full-blown debt crisis in the coming months. We do not share these extreme views; but clearly the prospects for the market are very unattractive, and higher yields appear unavoidable. Investors have reacted by reducing exposure... and there are even suggestions that the country could face a capital flight and a fullblown debt crisis in the coming months.

Shaw Capital Management Korea February Newsletter:  Article three of three - The Japanese bond market is basically unchanged over the past month; but there are fears that present yield levels are unsustainable. A sharp reduction in the growth estimate for the third quarter of last year, and weaknesses since then have raised the possibility of a move back into recession and a further period of deflation. The government has reacted by launching its fourth fiscal rescue package since the economic crisis began last year. It amounts to the equivalent of a further $81 billion to be spent in the regions and on subsidies for consumer durables, and is expected to lift the debt issuance this year to a record $835 billion, despite the indications that bond investors may be becoming increasingly unwilling to finance such a high level of new bonds, and the warning from the IMF that the government is risking a significant increase in debt funding costs. Since overseas involvement in the bond market is at a very low level, such a development is unlikely to affect bond markets elsewhere directly; but it could be a warning to other countries of the dangers of placing too much pressure on their own markets.

Shaw Capital Management Korea - Investment Innovation & Excellence.  We provide the information, insight and expertise that you need to make the right investment choices. Shaw Capital Management based in Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.

Every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor.

Monday, 31 January 2011

Shaw Capital Management: South Koreas Economy

South Koreas output is continuing to accelerate, and the government needs to exit from its accommodative economic policies earlier than anticipated. The HSBC Koreas purchasing managers index (PMI) rose from 55.6 in January to 58.2 in February the highest since December 2007. New orders are coming in, and there are rising backlogs of unfulfilled orders.

Shaw Capital Management: South Koreas Economy - Employment too is rising suggesting that the current pace of growth will be sustained for the next several months. Inflation paced a little with consumer prices up 3.1% in January from a year earlier. But inflation in Korea is likely to remain stable for some months.

The central bank is expected to tighten its monetary policy by starting to raise interest rates from the current record low of 2% in the later part of the second quarter as the government retains its focus on job creation and growth.

Shaw Capital Management: South Koreas Economy - Exports expanded 31% year on year, better than Reuters forecast of 22.7%. South Korea posted a much larger-than-expected
trade surplus of $2.33 billion in February as ship deliveries boosted exports, while imports fell as holidays reduced crude oil and natural gas demand.

The government expects a monthly trade surplus of more than $1 billion from March as demand improves. The current-account surplus is most likely to dwindle to around $17 billion this year from $42.7 billion in 2009 as imports rise. A new Bank of Korea governor, widely expected to be a more pro-government figure, will not rush to raise rates after taking office
in April.

Exports grew 31% from a year earlier to $33.27 billion, faster than the expected rise of 21%, while imports climbed 36.9% to $30.94 billion, exceeding a forecast of an expansion of 34.0%.

South Korea, which is heading the G20 group of leading economies wants to leave an imprint of its presidency.

Shaw Capital Management: South Koreas Economy - It is trying to introduce a system of international currency swaps which it hopes will reduce global imbalances by lessening the need for countries to accumulate reserves, seen as one of the causes of last years financial and
economic crisis.

Shaw Capital Management - Every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor. Our philosophy is simple: almost every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor.

Before Shaw Capital launched the open architecture revolution, investors had to make the unhappy choice between selecting an advisor who was independent, but unsophisticated (the traditional pension and endowment consulting firms), or selecting an advisor who was sophisticated but had conflicting interests (global banks, trust companies, money management firms).

Today, virtually all investors faced with the challenge of managing a significant pool of capital can access open architecture advice.

A true open architecture firm is completely independent of the rest of the financial services industry and accepts compensation only from its clients.

In addition, open architecture firms must make the financial commitment to hire only the most experienced advisors, and those advisors must apply their experience to the issues that will most affect their clients' wealth.

Matters like asset allocation and manager search are simply too important to be left in the hands of young analysts.

We are proud of our role in leading the open architecture revolution, and look forward to introducing you to its benefits.

Shaw Capital Management Newsletter: Japan Submits Budget for 2010

The Democratic Party of Japan (DPJ) government submitted to the Diet the fiscal 2010 budget amounting to ¥92.3 trillion
Online PR News – 30-June-2010 –The Democratic Party of Japan (DPJ) government submitted to the Diet the fiscal 2010 budget amounting to ¥92.3 trillion, its first budget since its inauguration in mid-September. The budget was even larger than its counterpart for the current fiscal year — which was already a record if one includes the second supplementary stimulus package, approved last December. This was because of additional spending on child allowances, free senior high school education, cash subsidies to farmers, and higher payments to
medical institutions to alleviate the shortage of medical doctors. Particularly noteworthy is the large amount devoted to social security, up to ¥27.3 trillion, which account for 51% of general public spending … the first time that the social security share has exceeded 50%. In marked contrast, public works investment, which has been cut back by almost 20%, amounts to ¥5.8 trillion, a record drop that symbolizes the DPJ’s philosophy of shifting money to people from public works... eightynine dam projects are likely to be frozen. At a news conference, Prime Minister Yukio Hatoyama described it as “a
budget meant to safeguard the life of the people.” He also claimed that three reforms were incorporated in the architecture of the budget: first, the principle of a shift of priority “from concrete to people”; second,
initiatives taken by politicians instead of bureaucrats; and third, securing transparency in the budget formulation process. Some creditable aspects notwithstanding, the budget bill appears to be overshadowed, as media reports made clear, by concern over a severe revenue shortage and its implications for the future of Japan’s public finances, which are already debt-laden to a perilous extent as recently pointed out by credit rating agency Standard & Poor’s which raised the prospect of a downgrade in Japan’s sovereign debt rating.
“The budget bill appears to be overshadowed by concern over a severe revenue shortage and its implications for the future of Japan’spublic finances, which are already debt-laden to a perilous extent.”
“Japan’s economic policy flexibility has diminished as a result of increased fiscal deficits and government debt, persistent deflation and a prospect of continued sluggish economic growth”, analysts at the firm said in a note. “It’s impossible to keep tolerating this massive spending,” said Takeshi Minami , chief economist at Norinchukin Research Institute in Tokyo. “Japan’s fiscal health will continue to be exceedingly severe given revenue won’t grow and a stagnant recovery may require additional economic
measures.” A major reason for the squeeze is a plunge in prospective tax revenues due to the economic downturn and the drop in corporate profits. Tax revenues for fiscal 2010 are estimated to fall to ¥37.4 trillion, the same level as 26 years ago, in the mid-1980s — while corporate tax revenues are expected
to be half the amount in normal years. As a result, the government has to raise ¥44.3 billion in new government bonds, compared to ¥53.5 trillion in FY2009. This leaves the treasury dependent on debt for 48% of the total budget, up 10 percentage points. At the end of the fiscal year, on March 31, 2011, the
outstanding balance of government bond issues will have shot up to ¥637 trillion, the equivalent of 134% of Japan’s GDP while public debt will probably spiral to ¥973 trillion, almost double GDP.
“At the end of the fiscal year, on March 31, 2011, the outstanding balance of government bond issues will have shot up to ¥637 trillion, the equivalent of 134% of Japan’s GDP while public debt will probably spiral to ¥973 trillion, almost double GDP.”
According to the new government, the economic policies adopted by the previous ruling party, the Liberal Democratic Party (LDP), failed on two fronts: initially boosting demand by increasing public investment, which was effective in the short term but not sustainable until the end of the 1990s. And later enhancing the supply side of the economy by deregulating the labour market and privatizing public entities, which simply widened the income gap within the economy, in the 2000s. However, the new budget was not well received by most observers. The announcement was rather sudden and lacked a comprehensive path to
achieve the stated goals, they claim. Also, no reliable, specific incentives were offered, such as tax changes or deregulation that affect private sector behaviour.
More importantly, given its enormous debt, the government has limited room to offer any incentives without jeopardizing other parts of the economy. However, there was no mention of these painful trade-offs. In addition, while the budget contains some signs of change, there is concern that it may not adequately stimulate the economy. Most private sector economists believe that spending measures in the fiscal 2010 budget (and in the second fiscal 2009 supplementary budget) are expected to provide a limited boost to Japan’s GDP and to kick in no sooner than April
.
“Most private sector economists believe that spending measures in the fiscal 2010 budget are expected to provide a limited boost to Japan’s GDP and to kick in no sooner than April.”
Overall, the budget appears to be the result of a compromise between an attempt to impose some fiscal discipline and the promises made in last year’s summer election of new direct supports to households, such as child allowance, as well as concern over a double-dip recession. “Harsh financial conditions have prevented the administration from keeping all the promises that the DPJ made during its campaign last summer (for instance it has eliminated highway tolls and the gasoline tax). But the administration has succeeded, to some extent, in realizing the party’s slogan of “shifting weight to people from concrete” and its aim of providing more funds for households, rather than for industry-linked organizations and large-scale public works projects”, asserted in its editorial the Japan Times, one of the main national newspapers.
“Almost every move the government makes over the coming months must be seen against the backdrop of the crucial upper house election, which must be held in July for half of the seats.”
The budget must now be approved by Japan’s parliament before taking effect. Hatoyama’s popularity has dropped to 48% this month from 71% after he took the office in September. Almost every move the government makes over the coming months must be seen against the backdrop of the crucial upper house election, which must be held in July for half of the seats. So in the end the budget and its goals may be more dream than reality.

Shaw Capital Management February Newsletter: Government bond Markets 3 of 3

Shaw Capital Management Korea February Newsletter:  Article three of three - The markets are assuming that the more powerful members of the eurozone will support the weaker members in order to prevent defaults that might threaten the single currency structure; but the yield spreads have widened considerably to reflect the increased risks. Our tentative view is that the markets will “muddle through”, and that defaults will be avoided; but higher overall yield levels seem unavoidable. Prospects in these markets are therefore very unattractive. The gilt edged market has also come under pressure over the past month; short-term yields have remained basically unchanged, but there have been increases in medium and longer-term yields that has produced a much steeper yield curve.



Shaw Capital Management Korea February Newsletter:  Article three of three - There has been evidence of a modest improvement in the economic background; and the Bank of England is proving to be a stabilising influence at a difficult time; but a very disappointing Pre-Budget Report has indicated that there will be no attempt to address the problems of the huge fiscal deficit until after the election. Our tentative view is that the markets will “muddle through”, and that defaults will be avoided; but higher overall yield levels seem unavoidable. Prospects in these markets are therefore very unattractive. Funding pressures will therefore continued to increase; and so, although there does not appear to be any real danger that the UK might join the list of countries that could default on their sovereign debts, annual debt issues in excess of £200 billion cannot continue for long if this is to be avoided. It is no surprise therefore that investors have reacted by reducing their exposure to the market.



Shaw Capital Management Korea February Newsletter:  Article three of three - There is still some doubt whether the UK economy has moved out of recession. The pace of contraction in the third quarter of the year has been slightly reduced, and since then the pace of job losses has declined, and consumer spending has held up fairly well. But business investment and manufacturing activity remains weak, and so there may have been no overall improvement in the final quarter of last year. The Bank of England has therefore kept short-term interest rates at 0.5%, and maintained its quantitative easing programme, and this has provided support for the market, since the bank has been a major buyer of gilts in recent months.
Shaw Capital Management Korea February Newsletter:  Article three of three - However it has not been enough to prevent a very adverse reaction to the Pre-Budget Report from the UK Chancellor. The market did not really expect any significant action on the deficit ahead of the forth-coming general election; but was still surprised by the apparent lack of realism. The government is prepared to allow the deficit to continue to accumulate, and is relying on the gilt edged market to provide the funds to finance that deficit in the hope that this will enable it to win the election, and has produced no real indications of how the deficit might be reduced even after the election is over. It is not surprising therefore that investors have reacted by reducing exposure, that 10-year yields have risen to 4% and longer-term yields to 4.5%, and that there are even suggestions that the country could face a capital flight and a full-blown debt crisis in the coming months. We do not share these extreme views; but clearly the prospects for the market are very unattractive, and higher yields appear unavoidable. Investors have reacted by reducing exposure... and there are even suggestions that the country could face a capital flight and a fullblown debt crisis in the coming months.
Shaw Capital Management Korea February Newsletter:  Article three of three - The Japanese bond market is basically unchanged over the past month; but there are fears that present yield levels are unsustainable. A sharp reduction in the growth estimate for the third quarter of last year, and weaknesses since then have raised the possibility of a move back into recession and a further period of deflation. The government has reacted by launching its fourth fiscal rescue package since the economic crisis began last year. It amounts to the equivalent of a further $81 billion to be spent in the regions and on subsidies for consumer durables, and is expected to lift the debt issuance this year to a record $835 billion, despite the indications that bond investors may be becoming increasingly unwilling to finance such a high level of new bonds, and the warning from the IMF that the government is risking a significant increase in debt funding costs. Since overseas involvement in the bond market is at a very low level, such a development is unlikely to affect bond markets elsewhere directly; but it could be a warning to other countries of the dangers of placing too much pressure on their own markets.
Shaw Capital Management Korea - Investment Innovation & Excellence.  We provide the information, insight and expertise that you need to make the right investment choices. Shaw Capital Management based in Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.

Every investor will achieve better long-term risk-adjusted results by working with a true open architecture advisor.

Shaw Capital Management News Washington Waxes Brazilian

Brazil provides us with an example of a rapidly developing, energy-hungry economy in the Western Hemisphere, where biofuel is a fact of life. Biofuel is also an investment imperative for energy investors and companies that want to make money in Brazil. As an important part of the #3 economy in the Americas, ethanol can't be ignored by the United States.
(Sugar) Ethanol as a Global Commodity; Focus on Cosan Ltd. (NYSE: CZZ) Cosan is entering into a joint venture with an oil giant that could be worth $12 billion, and its happy beginning to 2010 signals a renewal of interest in ethanol and entrance of some unlikely participants into biofuels. Cosan, a Brazilian company that processes more sugar than anyone else in the world, is now joining with Royal Dutch Shell (NYSE: RDS), the #2 oil producer in Europe.
Shell is paying Cosan $1.625 billion for half of its core assets. As part of the joint venture that will emerge, Shell is also taking on Cosan's debt and opening up 2,740 Shell service stations to Cosan's sweet, green fuel. Shell will also give Cosan two small Brazilian companies ... Codexis and Iogen ... where Shell has been investing in ethanol. Cosan is entering into a joint venture with an oil giant that could be worth $12 billion, and...signals a renewal of interest in ethanol and entrance of some unlikely participants into biofuels.
Shaw Capital Management Korea News: Cosan stands to gain big from an efficient system of turning agricultural leftovers into fuel in its own right. Of all the money and knowledge changing hands, one part is most important: By gaining access to Shell's distribution system, Cosan will have the luxury of ramping up production without
worrying if there will be buyers.
Shell wants to fertilize Cosan's cane-based business. Cosan output now has to grow from 2 billion liters per year up to the 3 billion that will be needed to satisfy a total 4,500 fuel stations in Brazil. From there, it's up to 4 and 5 billion liters annually and on to making ethanol a global commodity. You'd be hard pressed to tell the difference between Shell and Cosan's statements on this joint venture if you removed a couple of words. Very simply, each company wants access to the other's expertise. "Cosan represents the best entry to sustainable biofuels in the market... the best entry of scale," Shell's Mark Williams said in London. In Sao Paulo, Cosan Chairman Rubens Ometto said the tie-up is intended to be "the step forward that was lacking, in spite of all our efforts, to make ethanol a global commodity." Shell's 45,000 stations around the world will pump biofuel to vehicles that can run on gasoline, ethanol, or a mixture of the two.
 
Shaw Capital Management Korea News: Low prices also help, as evidenced in Brazil where flex-fuel vehicles now account for 90% of new cars and truck sales. Shell's 45,000 stations around the world will pump biofuel to vehicles that can run on gasoline, ethanol, or a mixture of the two (Brazil mandates that all gasoline have at least a 20% ethanol component). As it stands, Brazilians are the end users of the vast majority of the ethanol that their country produces (about 25 billion liters annually). And you wouldn't know it from most of the media, but ethanol is more than just an automotive matter...
Shaw Capital Management, Korea - Investment Innovation & Excellence. We provide the information, insight and expertise that you need to make the right investment choices. Shaw Capital Management Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.
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  Shaw Capital Management, Korea - Investment Innovation & Excellence.  We provide the information, insight and expertise that you need to make the right investment choices. Shaw Capital Management Korea typically offers its clients such services as asset allocation and portfolio design; traditional and non-traditional manager review and selection; portfolio implementation; portfolio monitoring and consolidated performance reporting; and other wealth management services, including estate, tax, trust and insurance planning, asset custody, closely held business issues associated with the establishment or expansion of a family office, the formation of family investment partnerships or LLCs, philanthropy, family dynamics and inter-generation issues, etc.   Â