tran's blog

http://www.thanhniennews.com/business/?catid=2&newsid=53096

Another pain - 50-year lease

http://www.thanhniennews.com/business/?catid=2&newsid=50537

It's expected as VN Index drifted after hitting 500.

http://english.vietnamnet.vn/biz/2009/05/849981/

"Whether or not capital from the interest rate subsidy programme is flowing into the stock market has been a hot topic in recent meetings among banks, the Securities Commission, investors, enterprises and economists.

In fact, economists have a legitimate reason to believe that capital from the programme is being used for securities investments, rather than for the expansion of production and business.

Right after the subsidisation programme was initiated through commercial banks, the stock market began warming up.

However, to date, government agencies still do not have enough proof to conclude that preferential loans are being used for securities investments."

If it's true, in and out of the market has to be very fast. The subsidy programme is only temporary. Those who made money need to thank SBV.

http://www.marketskeptics.com/2009/05/have-china-watchers-never-heard-of.html

That is get real assets. Global quantitative easings lead
to inflation(maybe hyperinflation; Mugabe will show the ways
to do it).

In Vietnam, how to get real? Buy house? agricultural land?
proxy-commodity stocks(PVD,SSC,BMC,DPM)? Gold?

Selling>buying

http://pragcap.com/more-on-insider-selling

http://english.vietnamnet.vn/biz/2009/05/846164/

A lease is a long-term rent. Does a lessee know about this?

Dong deposit interest rate is getting pathetic(same as US$),
and dong is depreciating in double quick tme against major
currencies. What to do with my dong?

When real estate was piping hot, everyone rushed into it.
The same for equity. When office space was scarce and rental
rate went through the roof, everyone with $$$$$ started to
build office bulding.

Now, office buildings(completed or still in progress) are like white
elephants. The latest - low-cost housings. Let's see how long will
it last. Meanwhile, makes hay while the sun shines.

http://arabianmoney.net/2008/11/13/saudi-arabia-buys-35bn-of-gold-in-two-weeks/

1st, it's Saudi Arabia.

http://www.bloomberg.com/apps/news?pid=newsarchive&sid=aftgZrZFEHmY

Next, it's China.

Who's next?

http://www.thanhniennews.com/business/?catid=2&newsid=43220

http://futures.tradingcharts.com/marketquotes/index.php3?market=GC

http://www.igforex.com/

http://www.acb.com.vn/contentssharing/index.jsp

I believe the answer is none of the above. And, is it legal?
As usual, it looks like nobody knows.