Comments on Vandana Bharti's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/vandana-bharti/articles http://seekingalpha.com/article/161971-gold-can-add-more-glitter-to-your-portfolio?source=feed#comment-818336 818336 Wed, 23 Dec 2009 05:56:26 -0500 http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-709882 709882 Fri, 09 Oct 2009 02:53:36 -0400 http://seekingalpha.com/article/161971-gold-can-add-more-glitter-to-your-portfolio?source=feed#comment-681945 681945 Thu, 17 Sep 2009 23:43:28 -0400 ]]> http://seekingalpha.com/article/161971-gold-can-add-more-glitter-to-your-portfolio?source=feed#comment-680492 680492 Thu, 17 Sep 2009 09:12:42 -0400 http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-549277 549277 Tue, 16 Jun 2009 17:41:36 -0400 http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-548266 548266 In some parts of the world, where resource use caused drought and > climate change, new forests are being planted and changes in growing > methods are being implemented. An example can be viewed on TED, Technology, > Entertainment, Design, in Indonesia, search by Willie Smits. Further, > in places such as India, where the U.S. style agriculture has not > worked for many farmers, a return to open-pollinated seeds adapted > to that particular climate is happening in agricultural-coop models. > > > I bring this up as a caution.]]> Tue, 16 Jun 2009 01:17:06 -0400

On Jun 15 11:46 AM Jade Queen wrote:

> In some parts of the world, where resource use caused drought and
> climate change, new forests are being planted and changes in growing
> methods are being implemented. An example can be viewed on TED, Technology,
> Entertainment, Design, in Indonesia, search by Willie Smits. Further,
> in places such as India, where the U.S. style agriculture has not
> worked for many farmers, a return to open-pollinated seeds adapted
> to that particular climate is happening in agricultural-coop models.
>
>
> I bring this up as a caution.]]> http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-548265 548265 Check out this piece. I don’t normally rely on National Geographic > magazine for investment advice, but in the June issue the screaming > long term bull case for the soft commodities is there in all its > glory. During the sixties, new dwarf varieties, irrigation, fertilizer, > and heavy duty pesticides tripled crop yields, unleashing a green > revolution. But guess what? The world population has doubled from > 3.5 to 7 billion since then, eating up surpluses, and is expected > to rise to 9 billion by 2050. Now we are running out of water in > key areas like the American West and Northern India, droughts are > hitting Africa and China, soil is exhausted, and global warming is > shriveling yields. Water supplies are so polluted with toxic pesticide > residues that rural cancer rates are soaring. Food reserves are now > at 20 year lows. Rising emerging market standards of living are consuming > more and better food, with Chinese pork production rising 45% from > 1993 to 2005. The problem is that meat is an incredibly inefficient > calorie transmission mechanism, creating demand for five times more > grain than just eating the grain alone. I won’t even mention the > strain the politically inspired ethanol and biofuel programs have > placed on the system. It is possible that genetic engineering, sustainable > farming, and smart irrigation could lead to a second green revolution, > but the burden is on scientists to deliver. The net net of all of > this is that food prices are going up, a lot. Entertain core long > positions in corn, wheat, and soybeans on the next dip, as well as > the second derivative plays like Agrium (http://seekingalpha.com/symbol/to), > Potash (http://seekingalpha.com/symbol/pot) and Monsanto (http://seekingalpha.com/symbol/mon). > You might also look at DB Commodities Tracking Index Fund (http://seekingalpha.com/symbol/dbc). > These will all surpass last year’s stratospheric highs at some point.]]> Tue, 16 Jun 2009 01:16:12 -0400 What I missed, you added those stuffs. Once again thanks


On Jun 15 10:52 AM Mad Hedge Fund Trader wrote:

> Check out this piece. I don’t normally rely on National Geographic
> magazine for investment advice, but in the June issue the screaming
> long term bull case for the soft commodities is there in all its
> glory. During the sixties, new dwarf varieties, irrigation, fertilizer,
> and heavy duty pesticides tripled crop yields, unleashing a green
> revolution. But guess what? The world population has doubled from
> 3.5 to 7 billion since then, eating up surpluses, and is expected
> to rise to 9 billion by 2050. Now we are running out of water in
> key areas like the American West and Northern India, droughts are
> hitting Africa and China, soil is exhausted, and global warming is
> shriveling yields. Water supplies are so polluted with toxic pesticide
> residues that rural cancer rates are soaring. Food reserves are now
> at 20 year lows. Rising emerging market standards of living are consuming
> more and better food, with Chinese pork production rising 45% from
> 1993 to 2005. The problem is that meat is an incredibly inefficient
> calorie transmission mechanism, creating demand for five times more
> grain than just eating the grain alone. I won’t even mention the
> strain the politically inspired ethanol and biofuel programs have
> placed on the system. It is possible that genetic engineering, sustainable
> farming, and smart irrigation could lead to a second green revolution,
> but the burden is on scientists to deliver. The net net of all of
> this is that food prices are going up, a lot. Entertain core long
> positions in corn, wheat, and soybeans on the next dip, as well as
> the second derivative plays like Agrium (seekingalpha.com/symbo...),
> Potash (seekingalpha.com/symbo...) and Monsanto (seekingalpha.com/symbo...).
> You might also look at DB Commodities Tracking Index Fund (seekingalpha.com/symbo...).
> These will all surpass last year’s stratospheric highs at some point.]]> http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-547270 547270 Mon, 15 Jun 2009 11:46:27 -0400
I bring this up as a caution. ]]> http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-547162 547162 Mon, 15 Jun 2009 10:52:48 -0400 ]]> http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-546948 546948 Mon, 15 Jun 2009 09:11:29 -0400 http://seekingalpha.com/article/143126-agro-commodities-a-star-future-performer?source=feed#comment-546782 546782 Mon, 15 Jun 2009 07:02:42 -0400 http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-546632 546632 So in the 1930s it took 8 years for corn to recover fully. And you > are calling a recovery in commodities markets after 1 year, 2008 > to 2009. > Please explain the 5-7 year timing difference.]]> Mon, 15 Jun 2009 01:57:44 -0400
Thaks for the feedback and question, scenario of agro commodities, especially corn, which is used for multi purpose, is completely different from 1932. Population has blasted in these time period. significant amount of production is moving in bio fuel anf many more uses. hence we can expect aquic recovery this time on demand supply analysis. However, I am not giving here one year time period, it will improve in 2-3 year time period.


On May 23 07:08 PM popey wrote:

> So in the 1930s it took 8 years for corn to recover fully. And you
> are calling a recovery in commodities markets after 1 year, 2008
> to 2009.
> Please explain the 5-7 year timing difference.]]> http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-515695 515695 Sat, 23 May 2009 19:08:35 -0400 Please explain the 5-7 year timing difference.]]> http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-491356 491356 Wed, 06 May 2009 01:23:34 -0400 http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-667910 667910 Tue, 05 May 2009 03:15:47 -0400
The 2002-2003 Bear ended only after two stimulus packages and a surge in commodities due to external demand. The same kind of demand we see now.

Whether we participate or not is irrellevent. Whether the Developed world participates now or later is also irrellevent. What matters is that more than 2/3rds of the World is starting to spend again and risk aversion is dying a painful death.

The US did not lead the way out of the last recession. They are not leading now either.

So there is definitely going to be a another vicious drop here. Use it as a buying opportunity. I would not jump the gun just yet though.]]> http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-489401 489401 Mon, 04 May 2009 18:13:19 -0400 seekingalpha.com/artic...

IF one believes this chart is a rough guideline of asset performance in this recession then the important question is, where are we in the cycle, i.e., on this graph today?

IF we are in the late recession stage, 50-year history says commodidites are not the assets where one would expect to see high returns.]]> http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-488639 488639 Mon, 04 May 2009 10:48:11 -0400 http://seekingalpha.com/article/135007-commodities-opportunity-during-recession?source=feed#comment-488563 488563 Mon, 04 May 2009 10:01:34 -0400