Investment Sectors

This section contains papers discussing the national, continental or world economic situation with a view to assessing how this will impact investment strategies.


Title:        Indonesia     (published 11th April 2013)

Author:    Susan Burton, Oxford SIGnet Group

Description:
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 potential.


Title:        The Rare Earth Report     (published 4th July 2014)   This paper is restricted to members only

Author:    Keith Davison

Description:
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.


Title:        China Dream     (published 4th November 2012)

Author:    Jim Steel

Description:
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.


Title:        Mongolia     (published 26th July 2012)

Author:    Susan Burton, Oxford SIGnet Group

Description:
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.


Title:        Understanding the Oil Industry     (published 7th April 2015)   This paper is restricted to members only

Author:    Derek Stark

Description:
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.

Title:        Outlook for the Oil and Gas Sector     (published 29th July 2012)   This paper is restricted to members only

Author:    Peter Jessen

Description:
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.

Title:        Fracking     (published 1st August 2013)

Author:    Derek Stark

Description:
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.

Title:        Neglected Engineering Industry     (published 4th November 2012)

Author:    John Lander

Description:
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 Britain.