Search results

  1. M

    China next for an economic crisis?

    The Chinese miracle is beginning to get stuck on several fronts, companies in the US re-shoring or moving to lower cost centres notably Mexico as it's closer to market with shorter runs, workers being replaced by robots with Fox Conn losing one million workers to robots (robot penetration in...
  2. M

    Augusta - Deutsch Invest Fund (OEIC)

    Sorry for the confusion but mistakenly the return after 5 years was not 60%+ as stated earlier but 48% return (8.16% compounded annually). Here's the article Sunday Business Post last year taken from their blog...
  3. M

    Augusta - Deutsch Invest Fund (OEIC)

    That is because of the leveraged nature of the product similar to an equity/forex contract for difference system. It would be like buying a share with 65% borrowed monies at 3%, that yielded dividends annually of 4% yoy therefore the 1% spread magnifies to 2.857%. Similarly within property it is...
  4. M

    Augusta - Deutsch Invest Fund (OEIC)

    Which I have rightly acknowledged as helpful but fail to understand the dismissive tone but I'll park that, as do not want to get personal or have the thread closed. Again you comments and experience in German property are appreciated. Again there were other german investments that are doing...
  5. M

    Augusta - Deutsch Invest Fund (OEIC)

    Mercman - that’s the typical forum response. I have been part of this forum for over 6 years and never before talked about Augusta but have talked quite a lot about Germany and overseas investment generally in the heyday. No money will be invested by me until I am more certain of the risks...
  6. M

    Augusta - Deutsch Invest Fund (OEIC)

    Thanks for the reply Jim. In no way am I expecting to make increases of 10% plus per year. If the fund makes a smooth return yearly within the 5% to 8% range then this would be fine with me. Obviously there is risk involved but that's the same with all investments. Who didn't lose money in...
  7. M

    Augusta - Deutsch Invest Fund (OEIC)

    Thanks for the reply and you're correct that the management fee always gets paid irrespective. But isn't that the same in any managed investment product, whether in stocks, commodities, property or whatever. I have bought into Crowley McCarthy CMC Bond 2 and as a result of the credit crunch...
  8. M

    Augusta - Deutsch Invest Fund (OEIC)

    The above company are offering an open investment opportunity which has the ability to be en-cashed after 12 months or can be kept for an indefinite period of time. The fund (like many others within its private syndicate schemes) intends to invest in commercial German real estate with yields of...
  9. M

    Time to take a punt on the stockmarkets?

    Why would you invest at this critical juncture in a bank or in the markets? They are all mired with the trouble. In terms of Brazil this is definitely not a good time. All markets are heading south and in my opinion the Dow should probably hit 8000 to 8500 by year end. America is heading for...
  10. M

    Property Secrets is no more

    Although there is a lot of fantastic opportunities out there presently for overseas property investment, it seems the cut and thrust of this forum has died, primarily because many people are disillusioned with their investments not materialising as expected and accepted the reality of a bad...
  11. M

    Chances of Ireland leaving the Euro?

    Here Here. And to compound matter the debt swaps have been downgraded overnight from AAA to AA+ with a negative outlook by Standards and Poor. Meaning the next €4bn emergency saving budget will have more of its money eaten than forecast by these debt spreads. Three cheers for Brian Cowen. Hip...
  12. M

    Sunday Times article on the Irish economy - a fair assessment?

    So you don't see the irony of this piece, written by a trumped-up, cheerleading English journalist. On a newspaper quickly becoming a tabloid. This cheerleader fails to mention that the Great British nation is in the biggest stew of them all. Who underwrote all the derivative insurance of CDO's...
  13. M

    Has anyone made any profit from overseas property residential or commercial?

    Going forward should the Lord Turner report be adopted by the FSA in September could be a death send for the housing market. That is (i) 100% mortgages are banned (ii) No mortgages above 3.5 times main income, or 3 times main income + 2 times second income. Presently according to Natiowide data...
  14. M

    Has anyone made any profit from overseas property residential or commercial?

    Hi Oversea’s Cafe, Interesting discussion - there has been an increase in activity within the UK market but is this just a dead cat bounce as a result of historical low interest rates? Can these low levels be maintained should inflation kick in to the system? Do property downturns not take...
  15. M

    Has anyone made any profit from overseas property residential or commercial?

    Update to this one. What's the state of play now? On a scale of one to ten with ten being good fundamentals and ride out the storm, to one being no fundamentals and run for your life. What's the current state? Many experts always say the main attributes to successful OPI are Research (cycle of...
  16. M

    Is hyper inflation on the way?

    Not meaning to be pedantic but since 1797 to date there has only been 19 recessions in America and only three of these were depressions. Under Thomas Jefferson of 1807, protectionist Embargo Act caused a depression that lasted seven years. Next in 1897 a worldwide depression was caused...
  17. M

    Is hyper inflation on the way?

    Can you explain why the Pearl Delta the engine of China's economy is falling apart at the seams. The lax credit economic model is being rethought by many sources including the America administration with increased regulation. Credit is not wealth - an illusion many fools have just realised...
  18. M

    Is hyper inflation on the way?

    Economics is a social science with no right or wrong answer. It is the same as politics and completely subjective. For proof of a subjective socio-science look no further than the Dail with loads of arguing. If you were to put a bunch of high class economists in a room they couldn’t agree on the...
  19. M

    The Magical 7% Yield and an Overvalued Global Property Market

    Prices are deflating at their highest level in sixty years according to media sources today. Can you illustrate and give examples of companies offering such rates of 7% to 11% on coupon etc.
  20. M

    Chicago Spire halts construction

    If you have family in Iraq that know the ground then there could be serious money to be made in its property market. To get into context whilst the west has values going negative the Baghdad market doubled e.g. the Shiite area of Hurriyah has increased yoy from $24,000 average to $42,000. see...
Back
Top