This section contains papers discussing the national,
continental or world economic situation with a view to assessing
how this will impact investment strategies.
(published 11th April 2013)
Burton, Oxford SIGnet Group
This paper gives an in depth presentation of the investment
potential of Indonesia. It is packed with detailed statistics on GDP
Growth, exports, the political situation, infrastructure, and the
abundant natural resources of the region which include palm oil,
other oil seeds, tin, coal, asphalt and geothermal power. The paper
discusses the current economic status - with rising reserves and
falling debt levels this appears to be a mirror image of Western
economies. Going further, it suggests companies and funds that will
give exposure to this region and seek to unlock its untapped
The Rare Earth Report
(published 4th July 2014) This paper is restricted
to members only
Rare Earth is the current name given to a group of 17 metal
elements consisting of 15 Lanthanoids plus Scandium and Yttrium.
Uses for these elements have mushroomed in recent years and now have
become a vital part of modern life. This article evaluates this
sector comprehensively, considering the uses of these materials,
difficulties of extraction, geographical and political issues, and
identifies key companies operating in the sector.
4th November 2012)
A review of the case for investment in China, referencing books on
it, namely: The Chinese by Jasper Becker (published 2000) and The
China Dream by Joe Studwell (published 2002). The article
identifies some critical issues with the prima-fascia investment
case stemming from the relative poverty of the population and
structural weakness in the economic system.
In this section papers are presented dealing with fundamental
analysis of particular business or geographical sectors.
26th July 2012)
Burton, Oxford SIGnet Group
This paper gives an overview of the investment potential of
Mongolia. Statistics are given for recent and predicted economic
growth, and the scope for expansion of each of the major industries
of the region is discussed. The region currently represents the
frontier of emerging markets, and the article does not try to
consider the practical issues of how to invest there.
Understanding the Oil Industry
(published 7th April 2015) This paper is
restricted to members only
An overview of the activities of oil companies and the
various types of service providing companies in the
industry. It is based on the view of an engineer who spent 30 years
with a technical service provider. Limited to
the essentials, it is, inevitably, incomplete in some respects.
Outlook for the Oil and Gas Sector
29th July 2012) This paper is restricted to members only
This well-researched article presents a detailed study of the
outlook for the oil and gas sector, giving a quantitative view of
the extent to which the "peak oil" theory will govern prices in the
medium term, in view of the promising discoveries of new hydrocarbon
deposits which have occurred recently.
(published 1st August 2013)
This article is a precis of a presentation prepared by Derek
Stark for the Oxford and Henley SIGnet groups. It gives a clear,
concise explanation of what fracking is, the difference between
fracking and conventional drilling for oil and gas, and the risks
involved. It then goes on to survey the investment opportunities
available in this topical and controversial field.
Neglected Engineering Industry
(published 4th November 2012)
Author: John Lander
This article investigates a sector overlooked by investment
journalists in recent years. However, the Engineering sector has
developed to become world class, truly international, and worthy of
research. Their success means much to employment and wealth in