5 Day Global
Interest Rates, Bond Yield, Stock Indices, Currency
Futures, Option Prices Mechanism Simulation , Index, Debt Fund Asset
Allocation Strategy 2005 Forecast Workshop
Dr. Warren Huang CV
photo accurately
predicted Nov. 5, 2003 in Singapore ,Shanghai Euroevents conferences , and this
website that US Oil, commodity prices reaching 23 year high, inflation up 5 % in
May 2004
job creation, productivity, profit growth peaking out in the second
quarter 2004 Fed June 0.25 % rate hike China credit tightening, follow US rate
hike in summer 2004,
China Macroeconomic control tracking, forecasts: Despite China Peoples Bank raised deposit ratio by
1.5 % and cutting capital investment in steel, cement, aluminum, auto loan lead
to some progress macroeconomic control with June money supply growth at
16.2 % (below 17 % target), auto sales down 20 %, asset prices, inflation
retreat from May ( benefited by oil, commodities prices down 15 % ).
However June producer, consumer price still up 9.2 % ( coastal cities Beijin,
Shanghai GDP up 14 %) from year ago, wealth effect, FDI drive housing prices up
28 % for coastal cities Shanghai, Ninbo first half GDP up 9. 7 % far above 7 %
target, medium, long term loan up 32 % repeat 1994 , This supply side tightening
are insufficient to cool the uneven economic overheating,
will follow US rate hike in Aug implement structural rate hikes to cut off excessive
consumer demand in housing, construction materials, auto and retails achieve soft
landing Apr. 2005, China and Global bull markets are over, entering bear market
consolidation.
He also predicted Oct. 1994 to China Wuhan securities news, Wangguo, Kuotai securities investors, Beijin China Financial Times, China
macroeconomic control will be soft-landing 1996, Shanghai A will be traded
between 600- 800 during 1994- 1996 He recommended that China stocks will be very
attractive to QFII in the new Millennium
Global central banks, economist, financial market
, industrial sectors analysts ignoring
,Dr. Huang photo
warning to ECB, JP Morgan in Rome, China
Peoples Bank governor Dai central bank governors conference in Macao, Taiwan
central bank governor Asian Pacific conference Taipei, APEC finance Thailand
prime minister, ASEAN central bank governors conferences in Bangkok, US Fed governors
, Washington Area, NASD finance conferences 1998-2000 on IT asset bubble
bursts
US macroeconomic, inflation control
tracking, forecasts:
Dr. Huang spoke to
Euro-events Singapore
, Shanghai, Beijin Nov.
2003 Asian/China
Finance, Capital Markets conferences lecture
to 2000 QFII, QDII mutual fund managers
and China Economist annual
meeting Dec. 20 and
www.osawh.com
website and thousands workshops
warning US, global analysts over optimistic economic recovery, job
creation, underestimated on the impact of US dollar depreciation, excessive rate, tax cuts
, 45 trillion dollar housing, equities
wealth effect resulted excessive
consumer, business demand, soaring oil, commodities, metals asset prices bubble
reaching 23 year high in March, soaring China steel, cement, aluminum investment (over
120 %), coal, energy shortage, China stocks bull market is over, entering bear
market consolidation, with Shanghai A testing 1300-1400, IPO and newly listed
small cap shares plunge 30-50 % , low prices blue chips shares like Sinopec,
Unicom will lead future rebound. US trade deficit soared to 48
billion and inflation, facing credit tightening, rate hikes after May 2004,
profit , productivity growth , consumer confidence, business spending peaking
out, facing squeeze in summer 2004, Job creation peaking out at
March 370,000, May 230,000, June 110,000, stock prices
peaking out in the third quarter, facing consolidation. US High tech, finance,
housing, retails, auto share will plunge 30-50
% and trillion dollar loss in bond and stock markets and trillion dollar
profits in oil, commodity futures investments
Dr. Warren Huang CV
30 years pioneering development, implementation of strategic investment, supply
chain, process operations improvement, value chain optimization Operations
Simulation Analysis (OSA) experiences with corporate finance of US Mobil, AMOCO,
Phillips Petroleum, Stauffer Chemicals, Bechtel, Fluor, Kaiser, Bailey Controls
headquarters and Taiwan, China, Asian government, thousands investment banking,
securities, insurance state, medium, small enterprises, offered thousands
lectures, executives strategic workshops for China, US, Taiwan 15 cities
TV, radio 30 million banking, securities companies CEO, CFO, fund managers,
investors and 300,000 importer/ exporter members
.
He pioneered two master hands controlling global economy, daily
capital market prices. through simulation/forecast of
monetary, economic, fiscal, WTO policy impact on last 20 years US, China,
Taiwan, Hong Kong, Japan, 40 countries economy, daily capital market asset
prices ( interest rate, currency, commodity, oil, metals, stocks indices
futures, derivatives, 20 industrial sectors 5000 products market economy market
forces demand, prices mechanism, profit margin, listed stocks, option prices).
bubbles, causes, onset, recovery early warning for global currency, financial,
banking crisis, always predicted 3 month ahead monetary policy, interest rate
and its impact on global capital markets emerging bull/bear trends for
strategic reform, change management, investment banking, dynamic asset
allocation in value, growth, speculation investing in stocks ( among
different sectors, big, medium, small cap), bond, commodity, capitalize the
investment opportunities in fast changing crisis, avoided trillion dollar market
loss
20 yrs
daily global market tracking Capital Market
Banking
e-Business
e-Government
Monetary Policy
Asset Bubble Biotech/Healthcare
EMBA/CEO Basel
II Risk control Business
Process
Outsourcing
Strategic Alliance OSA
Strategic
Sourcing Strategic
E-Procurement Supply
chain optimization Marketing/Sales
Strategy
Integrated
Strategic SRM/ERP/SCM/CRM /Logistics
4PL Logistics
Integration Simulation
US Economy/Capital Markets Asset Prices,
Bubble Simulation, early warning :
OSA Markets Forecast Interest
rate/bond
stock
indice future
Index fund ETF
US hot stocks
,
Global
ADR
US
banks-finance
Oil, Gas Price
Info-100
Silicon -100
Weekend
Edition IPO
pricing
profit early warning
Beat stock
indice future Beat Forex Currency futures
Commodity
Futures Oil/energy futures
Gold/metal
futures
Housing Bubble Basel
II credit risks
market risks
operational risks control
Knowledge Management
Asian
Economy/Capital Markets Japan
China
Korea
Taiwan Singapore Hong Kong India
Malaysia
China Economy/Capital
Markets Asset
Prices, Bubble
Simulation, early warning :
Shanghai/Shenzhen
A/B/IPO China small
cap China
ADR China mutual
fund/ commodity/ bond Hong
Kong H Red Chips
NPL
Asset Management
QFII/QDII strategy
Supply Chain Logistics
Housing Bubble
Strategic OSA maximize China oil/petrochemical
upstream/downstream profit workshops
(
Beijin workshop)
Strategic
Wealth
Management
Value Investing
Asset Prices bubbles
Dynamic
Asset allocation
interest rate/bond yield Beat stock
indice future
Beat Forex Currency
Commodity
Futures Oil/energy futures
Gold/metal
futures Beat Global ADR Market
Risks Hedging Strategy
Venture Capital Risks control
Structured
Financial Engineering
Asset securitization
Syndicated
Loan
Basel
II Risk control
Strategic Investment Banking: strategic IPO,
pre/post
merger/acquisition performance
e-Personal Life planning Strategy Intelligent Knowledge Management
Strategic e-commerce Value
Chain Optimization
Adaptive enterprises Change Management
Basel
II Risk control
Monetary
macroeconomic policy Industrial finance Industrial
Economy
Regional Economy
Investment banking Globalization Strategy
e-Gov reform strategy
Banking/Finance
Reform Enterprise Reform
e-Biz
Strategy
OSA
models
Process
Improvement
Business Process Optimization
Global
Strategic Solution Consulting Corporate Governance
Global Crisis OSA
Risk Management Basel
II Risk control
Adaptives
e-Learning-Education
Breakthrough
leadership/strategy CEO workshop
Breakthrough
Venture capital strategy CEO workshop
Rose vegetable Garden
Commodity futures
WTO, import/export pricing
Feedback
Annual Memberships Strategic Out-Sourcing
Centers Human resources OSA teamswa
Global central banks, economist, financial market
, industrial sectors analysts ignoring
, photo
warning to ECB, JP Morgan in Rome, China
Peoples Bank governor Dai central bank governors conference in Macao, Taiwan
central bank governor Asian Pacific conference Taipei, APEC finance Thailand
prime minister, ASEAN central bank governors conferences in Bangkok, US Fed governors
, Washington Area, NASD finance conferences 1998-2000 on IT asset bubble
bursts
and again
to Euro-events Singapore
, Shanghai, Beijin Nov.
2003 Asian/China
Finance, Capital Markets conferences lecture
to 2000 QFII, QDII mutual fund managers
and China Economist annual
meeting Dec. 20 and
www.osawh.com
website and thousands workshops
warning US, global analysts over optimistic economic recovery, job
creation, underestimated on the impact of US dollar depreciation, excessive rate, tax cuts
, 45 trillion dollar housing, equities
wealth effect resulted excessive
consumer, business demand, soaring oil, commodities, metals asset prices bubble
reaching 23 year high in March, soaring China steel, cement, aluminum investment (over
120 %), coal, energy shortage, China stocks bull market is over, entering bear
market consolidation, with Shanghai A testing 1300-1400, IPO and newly listed
small cap shares plunge 30-50 % , 90 % fund investment in steel, power,
petrochemicals suffered loss in the second quarter. However low prices blue chips shares like Sinopec,
Unicom will lead future rebound. US trade deficit soared to 48
billion and inflation, facing credit tightening, rate hikes after May 2004,
profit , productivity growth , consumer confidence, business spending peaking
out, facing squeeze in summer 2004, Job creation peaking out at
March 370,000, May 230,000, June 110,000, stock prices
peaking out in the third quarter, facing consolidation. US High tech, finance,
housing, retails, auto share will plunge 30-50
% and trillion dollar loss in bond and stock markets and trillion dollar
profits in oil, commodity futures investments
US inflation rate at 5.1% in May, with consumer spending up 1%, consumer
confidence above 100, more rate hikes are required to cool off the economy.
China and US economic slowdown will drag global economic growth, stocks facing
consolidation.
He lectures Nov.
2003 lectured to Euro-events Singapore
http://www.euro-events.com/conf/afcm2003/
photos 1,
2,
3
lecture ppt
, Shanghai, Beijin Nov. Asian/China
finance, capital Markets conferences, www.euro-events.com/conf/cfcm2003
picture
2
and
to
China economists meeting Fudan University,
Shanghai , Dec. over 2000 QFII/QDII executives,
identify housing, equities wealth effect bubbles month ahead, investment
opportunities in China
petrochemical upstream/downstream, steel, aluminum, telecommunications ADR ,
Shanghai A and Hong Kong H shares, mutual fund up 80 % IPO shares up 150 %
and early warning
for asset bubbles in oil,
commodities prices reaching 23 year peak( recommended invested
in future, derivatives gained 5000 %)
in March 2004, will drive
China CPI to 5 %, with steel, cement over-invested 170 % and energy shortage will
lead to further credit tightening, accurately predicted China Peoples bank raise
bank reserve ratio 0.5 % to 7.5 % open market inter-bank rate (Chibor)must stay
above 3.% to remove 110 billion from the capital markets, US CPI to 5.1 %, core inflation to
2.7 % in the summer , overoptimistic over US
economic recovery and job creation,( despite March strong 300,000 new jobs
can not sustainable after June quarter tax rebate is over and inflation outlook
may lead to rate hike after May lead to serious bond market plunge (US lose
380 billion dollar, China lose 270 billion) housing bubble
repeat 1995 bond market crash and 2000 election bubble and global IT and
blue chips banking shares will peaking out in July
facing and correction 2004,
Dow will be traded 9750- 10500, Nasdaq 1750- 2050 , Taiwan index post
election bubble burst from 7200 to 5300- 6000, Henseng 10500- 12500, Nikkei 10000- 12500, China credit tightening
continue. Shanghai A 1300- 1450, Shenzhen 3100- 3450, Euro : 1.18- 1.25 , Yen
105- 110, US, Asian and European stocks follow US stocks rebound in the third quarter 2004
will gave up all this year gain
Dr. Huang accurately predicted on this
website that US mutual fund more than doubled in return, facing 2001-2002 bubble
burst, plunged 20 - 50 %, rebound in the second quarter 2003 benefited by
excessive rate, tax cuts, dollar depreciation resulted corporate profit, stock
prices rebound. He recommended energy, metal, commodity for 2004 investment,(
China energy, metals ADR shares, mutual fund up 80 %) warned again Nov. 2003 in
Singapore, Shanghai Asian/China capital markets conference to 2000 QFII/QDII
mutual fund managers that global bond facing 10 % correction stocks, mutual fund
facing 30-50 % correction after March 2004 due to soaring oil, commodities,
metal prices reaching 23 high resulted inflation will force US, China rate hike,
credit tightening after May 2004,
US energy, metal mutual fund enjoyed top ranking
He accurately predicted in March 2004 that global energy, commodity, metal
future prices overheated, will peaking out , facing 10- 30 % correction in
summer due to China credit tightening, US rate hike. He recommended on May 8,
May 15 US Silicon Valley workshops, radio interview to buy oversold
energy, commodity, metal , IT shares and gold fund, enjoyed 25 % rebound in 2
weeks on China Unicom, Yahoo, Sinopec, CEO (China offshore oils), gold price
rebounded from 365 to 410, all these shares and mutual fund are overpriced now
for correction
http://poweredby.morningstar.com/selectors/aolTop25/UNV5YR.html
=========================================================
Taiwan's domestic fund will follow Taiwan stocks index for consolidation in post
election bubble bursts and US markets for consolidation in 5300- 5750 , while
top ranking
Japan small caps mutual
fund will follow US and China stocks for consolidation, correction.
http://tw.money.yahoo.com/fund/
http://finance.sina.com.cn/jjzj/
Dr. Huang
warned to China Peoples Banks banking, finance executives that China Shanghai
fund index follow Shanghai A index making 35 % correction, plunged from
1366 to 980 as Shanghai A plunged from 2200 to 1450 in July 2001
Dr. Huang accurately recommended Nov. 5, 2003 in Singapore, Shanghai to
buy China petrochemicals, Unicom, and mutual fund, soared 80 % in one month ,
fund index rebound from 898 to 1230. Dr. Huang warned Dec 2003 to
Shanghai economist meeting that Shanghai shares, mutual fund overheated for 30-
50 % correction due to further macroeconomic control credit tightening after March 2004.
, Shanghai fund index plunged to 910 will retest 880, despite recent technical
rebound, Shenzhen fund index will retest 800
詳細行情請見中國期貨基金行情操作模擬分析
|
|
Top 25 funds
are ranked by year to date performance as of 2004-04-19
from AOL personal finance morning star
http://poweredby.morningstar.com/selectors/AolTop25/UNVYTD.html
|
fund name |
ticker |
star ranking |
min invest |
ytd return |
YTD return outlook, early warning |
|
American Heritage |
AHERX |
* |
2500 |
33.3 |
25- 35 slowdown |
|
Third Millen Russia |
TMRFX |
***** |
1000 |
29 |
28- 35 strong growth continue |
|
Profund Wireless invt |
WCPIX |
* |
5000 |
28.5 |
25- 30 slowdown |
|
Profund wireless Svc |
WCPSX |
* |
5000 |
28 |
27- 32 slowdown |
|
ING Russia A |
LETRX |
***** |
1000 |
25 |
25- 32 strong growth continue |
|
Dimen Japan Small co |
DFJSX |
*** |
2000000 |
24.6 |
24- 29 strong growth continue |
|
US Global Eastern Europe |
EUROX |
***** |
5000 |
24.1 |
24- 30 strong growth continue |
|
Scudder Global Biotech A |
DBBTX |
** |
2000 |
23 |
23- 28strong growth continue |
|
Scudder Global Biotech C |
DBBCX |
** |
2000 |
22.8 |
23- 28strong growth continue |
|
Scudder Global Biotech B |
DBBBX |
** |
2000 |
22.7 |
23- 28strong growth continue |
|
Jennison Health Sc. Z |
PHSZX |
**** |
|
21.8 |
21- 26strong growth continue- |
|
Jennison Health Sc. A |
PHLAX |
**** |
1000 |
21.83 |
21- 26strong growth continue- |
|
Jennison Health Sc. B |
PHLBX |
**** |
1000 |
21.6 |
21- 26strong growth continue |
|
Jennison Health Sc. C |
PHLCX |
**** |
2500 |
21.6 |
21- 26strong growth continue- |
|
Fidelity Select wireless |
FWRLX |
** |
2500 |
19.8 |
18-22 slowdown |
|
New York Equity |
NYSAX |
* |
1000 |
19.5 |
19- 25strong growth continue |
|
Fidelity Japan Small Co |
FJSCX |
***** |
2500 |
19.44 |
19- 25 strong growth continue21- |
|
Schwab Intl S&P 500 |
F00BJ2 |
*** |
250000 |
18.66 |
15- 24 strong growth continue21- |
|
Profund Japan Inv |
UJPIX |
* |
5000 |
18.47 |
18- 24 strong growth continue21- |
|
Japan Smaller co |
JSCFX |
|
2500 |
18.24 |
18- 25strong growth continue21- |
|
Profund Ultra Japan SVC |
UJPSX |
* |
5000 |
18.1 |
18- 24strong growth continue- |
|
T.Rowe Price E. Euro,Med |
TREMX |
***** |
2500 |
17.99 |
17- 25strong growth continue- |
|
Vontobel E. Euro equity |
VEEEX |
**** |
2500 |
17.78 |
16- 26strong growth continue- |
|
Matthew Japan |
MJFOX |
*** |
2500 |
17.64 |
17- 25strong growth continue- |
|
Amerido Tech D |
ATCHX |
** |
2500 |
17.54 |
16- 24strong growth continue- |
| Top 25 Funds Overall Ranked By Year To Date Return |
Back to Top 25 Lists Back to Mutual Fund Center |
Top 25 funds are ranked by year to date
performance as of 2004-07-16
¡¡
| Fund Name |
Ticker Symbol |
Category |
Star Rating |
Load |
Minimum Investment |
YTD Rtn |
3yr Rtn |
5yr Rtn |
* ¡¡ |
| ProFunds Ultra Wireless Inv | WCPIX | SC |
|
--- | 5000 | 33.52 | -31.95 | --- | --- |
| ProFunds Ultra Wireless Svc | WCPSX | SC |
|
--- | 5000 | 32.76 | -32.62 | --- | --- |
| ProFunds Ultra Energy Inv | ENPIX | SN |
|
--- | 5000 | 25.22 | 5.12 | --- | --- |
| ProFunds Ultra Energy Svc | ENPSX | SN |
|
--- | 5000 | 24.65 | 4.16 | --- | --- |
| Dimensional Japanese Small Co | DFJSX | JS |
|
--- | 2000000 | 24.29 | 14.59 | 5.01 | -5.05 |
| INVESCO Energy Inv | FSTEX | SN |
|
--- | 1000 | 23.66 | 13.36 | 13.67 | 12.85 |
| INVESCO Energy A | IENAX | SN |
|
5.50 | 1000 | 23.62 | --- | --- | --- |
| INVESCO Energy B | IENBX | SN |
|
--- | 1000 | 23.19 | --- | --- | --- |
| INVESCO Energy C | IEFCX | SN |
|
--- | 1000 | 23.15 | 12.62 | --- | --- |
| INVESCO Energy K | IENKX | SN |
|
--- | 1000 | 22.76 | 10.61 | --- | --- |
| State Street Research Global Res S | SGLSX | SN |
|
--- | 2500 | 22.62 | 27.72 | --- | 15.82 |
| State Street Research Global Res A | SSGRX | SN |
|
5.75 | 2500 | 22.48 | 27.13 | 26.71 | 15.03 |
| State Street Research Global Res R | SSGEX | SN |
|
--- | 2500 | 22.28 | --- | --- | --- |
| State Street Research Global Res B1 | SSGPX | SN |
|
--- | 1000 | 22.04 | 26.31 | 25.86 | --- |
| State Street Research Global Res C | SSGDX | SN |
|
--- | 2500 | 22.03 | 26.35 | 25.88 | 14.21 |
| State Street Research Global Res B | SSBGX | SN |
|
--- | 2500 | 22.00 | 26.35 | 25.88 | 14.23 |
| Fidelity Select Natural Gas | FSNGX | SN |
|
--- | 2500 | 21.96 | 9.18 | 12.04 | 11.03 |
| Japan Smaller Companies | JSCFX | JS |
|
--- | 2500 | 20.62 | 16.34 | --- | --- |
| Rydex Energy Services Inv | RYVIX | SN |
|
--- | 25000 | 20.60 | 5.58 | 2.30 | --- |
| Fidelity Select Energy Service | FSESX | SN |
|
--- | 2500 | 20.44 | 12.57 | 11.01 | 14.41 |
| Rydex Energy Services Adv | RYVAX | SN |
|
--- | 25000 | 20.22 | 5.09 | 1.80 | --- |
| ICON Energy | ICENX | SN |
|
--- | 1000 | 20.21 | 19.54 | 21.70 | --- |
| Rydex Energy Services C | RYVCX | SN |
|
--- | 2500 | 19.90 | 4.56 | --- | --- |
| UMB Scout Energy | UMBEX | SN |
|
--- | 1000 | 19.58 | 11.46 | 7.25 | --- |
| Fidelity Japan Smaller Companies | FJSCX | JS |
|
--- | 2500 | 19.44 | 17.75 | 4.01 | --- |
*10 year return calculated as of 2004-06-30
OSA Global Optimal Strategic Dynamic Asset
Allocation Simulation/Forecasts, Your most powerful
daily predictive decision tools
Shanghai Aug. 21-24,
Taipei Sept 11- 15, Singapore Sept 19-20, Kuala Lumpur Sept 22- 23 ,
email
osawhh@citiz.net
for in-house workshops reservation
(covered thousands lectures, 46 countries capital cities 30
million government, banking, finance corporate CEO, CFO, fund managers, senior
executives investors since 1983 by
80 )
Speaker, Dr. Warren Huang, Pioneer, Global leader, scholar
in Global Strategic Investment , Risks Management
Dr. Huang accurately predicted by thousands
structural dynamic simulators Nov. 5, 2003 in Singapore ,Shanghai Euro-events conferences , and this
website that US Oil, commodity prices reaching 23 year high, in March
2004, inflation up 5 %, China CPI up 4.4 % job creation, productivity, profit
growth peaking out in the second quarter 2004 China credit tightening,
Fed June 0.25 % rate hike US and global corporate profit squeeze, stock prices,
mutual fund peaking out in March, 2004.
Global central banks, economist, financial market
, industrial sectors analysts ignoring
,Dr. Huang's warning to ECB, JP Morgan in Rome, China
Peoples Bank governor Dai central bank governors conference in Macao, Taiwan
central bank governor Asian Pacific conference Taipei, APEC finance Thailand
prime minister, ASEAN central bank governors conferences in Bangkok, US Fed governors
, Washington Area, NASD finance conferences 1998-2000 on IT asset bubble
bursts
and again
to Euro-events Singapore
, Shanghai, Beijin Nov.
2003 Asian/China
Finance, Capital Markets conferences lecture
to 2000 QFII, QDII mutual fund managers
and China Economist annual
meeting Dec. 20 and
www.osawh.com
website and thousands workshops
warning US, global analysts over optimistic economic recovery, job
creation, underestimated on the impact of US dollar depreciation, excessive rate, tax cuts
, 45 trillion dollar ousing, equities
wealth effect resulted excessive
consumer, business demand, soaring oil, commodities, metals asset prices bubble
reaching 23 year high in March, soaring China steel, cement, aluminum investment (over
120 %), coal, energy shortage, China stocks bull market is over, entering bear
market consolidation, with Shanghai A testing 1300-1400, IPO and newly listed
small cap shares plunge 30-50 % , low prices blue chips shares like Sinopec,
Unicom will lead future rebound. US trade deficit soared to 48
billion and inflation, facing credit tightening, rate hikes after May 2004,
profit , productivity growth , consumer confidence, business spending peaking
out, facing squeeze in summer 2004, Job creation peaking out at
March 370,000, May 230,000, June 110,000, stock prices
peaking out in the third quarter, facing consolidation. US High tech, finance,
housing, retails, auto share will plunge 30-50
% and trillion dollar loss in bond and stock markets and trillion dollar
profits in oil, commodity futures investments
US inflation rate at 5.1% in May, with consumer spending up 1%, consumer
confidence above 100, more rate hikes are required to cool off the economy.
China and US economic slowdown will drag global economic growth, stocks facing
consolidation.
He lectures Nov.
2003 lectured to Euro-events Singapore
http://www.euro-events.com/conf/afcm2003/
photos 1,
2,
3
lecture ppt
, Shanghai, Beijin Nov. Asian/China
finance, capital Markets conferences, www.euro-events.com/conf/cfcm2003
picture
2
and
to
China economists meeting Fudan University,
Shanghai , Dec. over 2000 QFII/QDII executives,
identify housing, equities wealth effect bubbles month ahead, investment
opportunities in China
petrochemical upstream/downstream, steel, aluminum, telecommunications ADR ,
Shanghai A and Hong Kong H shares, mutual fund up 80 % IPO shares up 150 %
and early warning
for asset bubbles in oil,
commodities prices reaching 23 year peak( recommended invested
in future, derivatives gained 5000 %)
in March 2004, will drive
China CPI to 5 %, with steel, cement over-invested 170 % and energy shortage will
lead to further credit tightening, accurately predicted China Peoples bank raise
bank reserve ratio 0.5 % to 7.5 % open market inter-bank rate (Chibor)must stay
above 3.% to remove 110 billion from the capital markets, US CPI to 5.1 %, core inflation to
2.7 % in the summer , overoptimistic over US
economic recovery and job creation,( despite March strong 300,000 new jobs
can not sustainable after June quarter tax rebate is over and inflation outlook
may lead to rate hike after May lead to serious bond market plunge (US lose
380 billion dollar, China lose 270 billion) housing bubble
repeat 1995 bond market crash and 2000 election bubble and global IT and
blue chips banking shares will peaking out in July
facing and correction 2004,
Dow will be traded 9750- 10500, Nasdaq 1750- 2050 , Taiwan index post
election bubble burst from 7200 to 5300- 6000, Henseng 10500- 12500, Nikkei 10000- 12500, China credit tightening
continue. Shanghai A 1300- 1450, Shenzhen 3100- 3450, Euro : 1.18- 1.25 , Yen
105- 110, US, Asian and European stocks gave up all this year gain and follow US
stocks rebound to new high in the third quarter 2004
Pioneer, two maaster hands controlling global economy, capital market asset
prices, crisis, bubble early warning
Speaker, Dr. Warren Huang, Pioneer, Global leader, scholar
in Global Strategic Investment , Risks Management
Pioneer, two maaster hands controlling global economy, capital market asset
prices, crisis, bubble early warning
for oil, petrochemicals and downstream end users 20
industrial sectors :housing, construction material, auto, appliances, IT, metals
5000 products market economy market forces demand, prices
mechanism OSA/
forecast, supporting last 20 years investment, supply chain logistics strategy (workshops)
Published 14 paper series 1979- 1983 on US Oil & Gas Journal , Hydrocarbon
Processing and
20 English articles, US patents, millions copies published by US Hydrocarbon
Processing,
advanced control-information system
handbook 1991-2003
www.osawh.com/hp2001h.html circulation to 80 countries
1600 multinationals , lectured to American Institute of Chemical Eng. Diamond
Jubilee Meeting, Washington DC, World Congress, Chemicals Eng. Montreal, Tokyo,
Frankfurt, Paris, Prague 46 countries capitals Chemical Eng, OPEC ministers
conferences published thousands Chinese articles o daily newspapers, economic,
finance, industrial economic newspapers , 300,000 import/exporters 100
countries currencies, export pricing in Taiwan, China.
Manufacturing
Process Operations Improvement and Power plant integrated Strategic SRM/ERP/SCM/CRM
/Logistics Operations Improvement for cost/quality performances: de-bottleneck,
waste/energy minimization, maximize top grade products yields, minimize off grade loss,
power blackout early warning.
Complete in-depth strategic
OSA for your suppliers, manufacturing process, your customers, end-users and your
competitors, book your workshops : Oil,
gas, refining
Olefin/polyolefins
styrene, derivatives
fibers/
plastics pulp/paper IT upstream/ downstream
Housing, construction matrial
Power Plant Optimization
auto, appliance
========================Special
Announcement==============================
Due to Dr. Huang's busy US, Asian workshops
demand for US/China credit tightening, soaring oil prices impact on 2004 second
half US/Asian market investment strategy, He will stop updating his
US markets data webpages starting May 10, 2004). join
Dr. Huang's full day workshops provide the
latest forecasts, investment opportunities, risks early warning for 2004 global economy, capital markets prices, Global
Currencies, ADR shares , mutual fund asset management investment opportunities, global
central banks monetary policy makers, financial, capital markets, CEO,
executives, investors book your strategic workshops
email
osawhh@citiz.net ,
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US and
China Credit tightening, rate hike impact, soaring oil prices impact on global
capital markets asset prices, risks
By?Dr. Warren Huang, Global
leader and pioneer in Global capital markets asset prices simulation, early
warning, risks management OSA ?wh3928@yahoo.com ?USA
Goal and
Mission
OSA inviting you to our quantitative models forecast for ?/span>Global/ China Economy and Capital Market Asset
Prices, Bubbles early warning, Market Risks Simulation and Asset Allocation ,
Profit Optimization in-house executives?
workshops, predicting month ahead , the?
causes, onset, recovery, of last 20 years?asset bubbles , financial, currency, banking,
crisis, early warning?and daily capital
markets trends, business cycles, prices movement , market, interest rate,
liquidity risks simulation, forecasts , supporting China/ global?banking, QFII/QDII , fund, risk managers
optimal global asset allocation, portfolio markets risks management
strategy?banking, finance, enterprises
reform , minimize BASEL II?market risks capital requirement risk
control, integrate into credit, liquidity, interest rate, business cycle,
operational?risks control, maximize risk
adjusted sustainable profit, market share growth
Dr. Huang will introduce?his 20 years
pioneering work of two master hands controlling global capital markets asset
prices by his thousands structural , dynamic capital market Operations
Simulation Analysis models simulators tracking simulate, forecasts?US/China monetary,
economic, fiscal , WTO policy impact on last 20 years macro-economic control,
rate hikes, currency,?global?economic recovery and capital markets assets
( 20 industrial sectors 5000 products, demand, prices, listed companies profit
margin,?stocks, bond,?commodities futures, derivatives prices
),?and associated?risks, return, asset allocation, portfolio
selection, risk management in post WTO China /global capital markets related
markets, credits ( nonperformance loan) operational risks?...
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China experience :He offered
thousands lectures to 30 million China nationwide 13 cities TV,
radio 30 million investors, VIP trader, asset managers and nationwide national
securities news papers and thousands workshops for hundreds nationwide banking,
securities, insurance, properties CEO, manager, daily securities news
accurately predicted China macro-economic control, credit tightening , Shanghai
A traded between 600-800 during 1994-96 and first rate cut, soft landing, March
1996, and warning on Asian, Hong Kong financial crisis. 1997-1998. He
accurately predicted on his website and Shanghai workshop March 2003 China A
share rebound to 1650 and again in May warned Steel, auto, housing market
overheating led to China Peoples Bank credit tightening, raise deposit ratio 1
% in Sept.2003 and 0.5 % again in Apr 2004
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Tracking results witness by
million global government finance, education, central banks, banking, finance,
insurance, medical, corporate executives, academics from 78 countries visited
our www.osawh.com
website for global strategic investment and risks management
Goal and Mission, performance
oriented ?workshops tailored to your
need,
Choose your own
subjects for each half day session
2004 Global Economy and Financial Markets Asset Prices
Mechanism Simulation /Forecasts through
Dr. Huang's two
OSA master hands you are in good hands for global central banks macro-economic control , prices stability and capital
market prices simulation, forecasts , value investing strategy, mutual fund
optimal asset allocation equities, bond, currency investment, portfolio
management, wealth management, risk hedging tracking/forecasts month ahead the root causes,
onset, spread, recovery of Asian/Global financial crisis, asset bubble bursts lecture to 24 global central
bank governors, wealth management, financial market risk management conferences
and millions global
central banks, banking, finance, corporate CEO, executives on this
website since 1998 , over 30 million China, Taiwan, Asian, US , ASEAN, European executives,
investors on TV, radio programs and thousands workshops since 1985 predicted 2000-
2003 global IT stocks and mutual fund bubble burst and US global banking,
old economy blue chips , Buffet Berkshire, big cap value stocks mutual fund
plunged 50- 70 % July 2001 to Beijin China Peoples Bank executives and on
this website and predicted US and global stocks rebound March 2003 Dow Jones
rebound from 7300 to 10,000, Nasdaq from 1200 to 2200 Japan Nikkei rebound from
7500 to 12000, , emerging market Taiwan, Russia index almost double and index
mutual fund 80 % rebound on Kuala Lumpur Asset Securitization conference to 50
central bank, banking, finance, executives Sep , 2002 again in 2003 to
Euro-events Singapore http://www.euro-events.com/conf/afcm2003/
with excellent feedback photos 1, 2, 3
lecture ppt , Shanghai, Beijin
Nov. Asian/China Finance,
Capital Markets conferences, www.euro-events.com/conf/cfcm2003
picture 2 , 2000 QFII, QDII mutual fund
managers , identify month ahead, investment opportunities in China ADR
Hong Kong H shares, China blue chip petrochemicals, SNP,
telecommunication Unicom A shares and value investing China mutual fund and IPO
shares up 80 % and and to China economists meeting Fudan University, Shanghai , Dec.
2003 early warning for asset bubbles in energy, metals commodities prices doubled, reaching 19
year peak, ( invested in future, derivatives gained 5000 %, mutual
fund up 80 %) will drive China inflation to 4 %, China Peoples banks further
credit tightening will drive GDP to 7 % in the second half despite first
Quarter GDP of 9.4%, US entering second leg economic recovery due to
excessive rate, tax cut , following last year third quarter first leg boom
bubble corporate earning soared 76 % with overheated consumer over 100),
investor confidence ( exceeds 1987) and ISM purchaser manager index over 66.
while current quarter bubble with business confidence reaching 10 year high,
consumer confidence will challenge 100 again, 300,000 new job created, soared
consumer demand, housing start, durable orders will continue into third quarter
and peaking out , bubble burst thereafter following rate hike, second
quarter bubble CPI to 2.6 %, core inflation to 1.7 % force Greenspan
raise interest rate after May and summer , overoptimistic
over US economic recovery and job creation, inflation outlook serious
housing bubble will lead to rate hike, despite high unemployment in the
election year and global IT and blue chips banking shares and its mutual
fund facing and correction 2004, Dow will be traded 9750- 10500,
Nasdaq 1850- 2090 , Taiwan index 5300-6000, Henseng 10500- 14000,
Nikkei 10000- 12000, China credit tightening continue.
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