Tuesday, December 8, 2009

Copenhagen Climate Summit: Time to Cover Your Assets?

"Something is rotten in the state of Denmark"
- Marcellus
From William Shakespeare's Hamlet

Copenhagen climate summit: Barack Obama given power to cut greenhouse gases: Hopes that the US will pass new laws vital to limiting carbon emissions were given a major boost on the opening day of the Copenhagen climate summit. America's Environmental Protection Agency formally declared that greenhouse gases endanger human health – a decision which will give President Obama the power to regulate emissions with or without the backing of Congress.
Telegraph.CO.UK (full article)

Regardless of where we fall on the political spectrum, to firm believers in global warming and skeptics alike, ratification of the Copenhagen Climate Treaty means one thing...new sweeping taxation authority imposed on developed nations by an unelected global governing body with the aim of transferring capital to developing economies. As we've seen with a growing chorus of recommendations for the creation of an international currency from the 2009 G20 summits in London and Pittsburgh, a far reaching agenda is being put forth toward an institutional rearrangement of the world financial system under singular global governance.

Institutional Investors Following Suite
If IMF statistics are any indication, it appears the flow of investment capital toward developing counties has already begun. Over 25 billion in mutual fund investment capital was directed into emerging market bonds in Q209, a startling about face from the 17 billion reportedly divested just two quarters prior.

Indicators such as this reveal a global re-alignment strategy of epic proportions. Beneficiaries being emerging markets in Asia, Asia Minor and Latin America, while countries formerly known as Industrialized foot the bill through carbon emission controls designed to incentivize the continued flow of industry, jobs and economic opportunity.

Whether Copenhagen is successful or not, (which at this time we are not completely sure of the outcome), we can clearly see the framework of the world economy the globalist wish to engineer. Considering the traditional disparity between the first and third world, the conditions for a uniform global currency remain out of balance to maximize efficiency. From a globalist perspective, this problem is nothing a two-decade-long campaign toward parity can't rectify. Down here on the ground, where you and I live, a campaign like this simply means pain. Given this scenario, the average investor is now transformed into a survivalist, and needs to adapt a much broader perspective and to be able to navigate the landscape with a "big picture" viewpoint.

Identifying the Nodes and Hubs of the 21st Century Economic System
It's critical to identify and target key markets around the globe which are poised to benefit from the literal re-engineering of the global market place. BRIC nations initially come to mind, as they are anticipated to assume the role of economic engine in the 21st century and have subsequently captured the attention of the financial press.

Although it's important to pay close attention to developments within BRIC countries, We at Valencia Research Group, like to go beyond mainstream consciousness and scout out the fringes for overlooked opportunity. We believe there are smaller economic "hot spots" off the beaten path which offer extraordinary upside potential for the risk tolerant. We have identified our top five geographic locations, have assigned analysts to cover them and will be reporting our findings over the course of this blog. We would like to share this valuable information with our readers. Be sure to click through to our website and register for our distribution list under the Contact Us button. It's free, it's educational and best of all it's painless.





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