Farmer is coming!!!!
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Samadha
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Farmer is coming!!!!
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สินค้าเกษตรวิเคราะห์แบบ commodities ครับ Demand Supply
รายละเอียดแนะนำให้อ่าน Hot Commodities ของ Jim Rogers
ส่วนตัวไหนนั้น ผมเองก็ไม่ทราบจริงๆ ครับ รอบๆ ที่ทำงานผม เต็มไปด้วยสวนยาง แต่กลับพลาดหุ้นยางพารา เพราะ มัวแต่หมกมุ้นกับหุ้นธนาคาร แต่ละท่านควรลงทุนบนความได้เปรียบของท่านครับ หรือไม่ก็ ซื้อมันทุกตัวเลยครับ จะได้เลียนแบบผลตอบแทนของ index ซึ่งก็มักไม่เลวครับ
รายละเอียดแนะนำให้อ่าน Hot Commodities ของ Jim Rogers
ส่วนตัวไหนนั้น ผมเองก็ไม่ทราบจริงๆ ครับ รอบๆ ที่ทำงานผม เต็มไปด้วยสวนยาง แต่กลับพลาดหุ้นยางพารา เพราะ มัวแต่หมกมุ้นกับหุ้นธนาคาร แต่ละท่านควรลงทุนบนความได้เปรียบของท่านครับ หรือไม่ก็ ซื้อมันทุกตัวเลยครับ จะได้เลียนแบบผลตอบแทนของ index ซึ่งก็มักไม่เลวครับ
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Farmer is coming!!!!
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Rogers: Food Shortage Coming as Farmers Struggle
Monday, 18 Jan 2010 09:59 AM Article Font Size
By: Dan Weil
Legendary investor Jim Rogers remains bullish on commodities and says the world will soon face food shortages.
"The fundamentals (for agriculture) have gotten better," he says.
"The inventories are now at the lowest they've been in decades, not in years.
And that trend is just intensifying, Rogers tells CNBC.
Things are getting worse. Many farmers cant get loans to buy fertilizer now, even though we have big shortages developing."
And what will be the end result of this dynamic?
"Sometime in the next few years we're going to have very serious shortages of food everywhere in the world, and prices are going to go through the roof," Rogers said.
Agriculture is his favorite sector in the commodity space, but Rogers likes other commodities as well.
Take oil, for example.
Over the next decade or so, oil is going to go much higher, because known reserves of oil are declining at a very rapid rate, Rogers said.
He also favors gold for the long term, saying that if it drops $200 an ounce, hell buy more.
But if youre looking for precious metals to acquire now, Rogers recommends silver or palladium, because they havent soared as high as gold.
Many experts share Rogers bullishness on commodities.
Goldman Sachs, for example, sees the S&P GSCI Enhanced Total Return Index appreciating 17.5 percent this year.
Demand is growing on a global basis, Peter Sorrentino, a money manager at Huntington Asset Advisors, told Bloomberg.
© Moneynews. All rights reserved.
อันนี้ข่าวเก่า แต่ทำนายปีหน้า
Monday, 18 Jan 2010 09:59 AM Article Font Size
By: Dan Weil
Legendary investor Jim Rogers remains bullish on commodities and says the world will soon face food shortages.
"The fundamentals (for agriculture) have gotten better," he says.
"The inventories are now at the lowest they've been in decades, not in years.
And that trend is just intensifying, Rogers tells CNBC.
Things are getting worse. Many farmers cant get loans to buy fertilizer now, even though we have big shortages developing."
And what will be the end result of this dynamic?
"Sometime in the next few years we're going to have very serious shortages of food everywhere in the world, and prices are going to go through the roof," Rogers said.
Agriculture is his favorite sector in the commodity space, but Rogers likes other commodities as well.
Take oil, for example.
Over the next decade or so, oil is going to go much higher, because known reserves of oil are declining at a very rapid rate, Rogers said.
He also favors gold for the long term, saying that if it drops $200 an ounce, hell buy more.
But if youre looking for precious metals to acquire now, Rogers recommends silver or palladium, because they havent soared as high as gold.
Many experts share Rogers bullishness on commodities.
Goldman Sachs, for example, sees the S&P GSCI Enhanced Total Return Index appreciating 17.5 percent this year.
Demand is growing on a global basis, Peter Sorrentino, a money manager at Huntington Asset Advisors, told Bloomberg.
© Moneynews. All rights reserved.
อันนี้ข่าวเก่า แต่ทำนายปีหน้า
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Farmer is coming!!!!
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Brazil's booming agriculture sector eyes global markets
By Paulo Cabral
BBC News, Ponta Grossa, Parana
The plantation isn't looking so good this time of the year, the weather has been quite rough. Most of the corn has already been harvested and the remaining plants are quite small.
A big modern-looking harvester moves slowly past the workers' houses to start the day's work. But it has to stop after a few minutes because the stems, broken by strong rain and wind, jam the blades.
But appearances can be deceptive. This is a highly productive plantation in the southern state of Parana - the heart of Brazil's traditional grain-growing region.
"In this region it's all about agriculture, and modern agriculture," says farmer Luciano Agottani proudly.
"In terms of quality of grain and level of productivity we are nothing short of the best there is in the world."
Brazil is the world's biggest producer of coffee, oranges and sugar cane.
It is the second largest grower of soy, and the third for corn. And it is growing faster than its competitors.
"We have the fourth largest agricultural system in the world, after China, the United States and Europe," says Dr Guilherme Dias, professor of rural economy in the University of Sao Paulo.
"But their production is stalled while Brazil's is growing fast, so I think we will be ahead of United States and Europe in about 20 years."
Research facilities
Brazilian farmers have always had the advantages of a vast territory and a favourable climate.
Cheap labour also plays its part - but it was investment in technology that brought the country to its position among the top agricultural producers in the world.
Milk farmer Manfred Rosenfeld finds it hard to compete against EU subsidies Agricultural research is not new in Brazil.
It began to take shape in the mid-1970s, when government launched Embrapa, a research institute that now exports its expertise in tropical agriculture to countries in Africa and Asia.
Over the last 10 years the arrival of the genetically modified grains and growing investment in farm mechanisation laid the groundwork for the current boom.
Brazil's agriculture fulfils the country's needs in almost all sectors - with wheat being the only significant import.
Brazil also exports 25% of its produce.
But with domestic markets growing at a slower pace than the output, the only way for producers is to look abroad.
"The research in tropical agriculture in Brazil is really impressive. Productivity has been increasing a lot and the country is diversifying its output," says Dr Dias.
"That's what gives people the impression that Brazil is getting ready to feed the world."
Milk may be next in line for export. Producers are nearly reaching the ceiling of the internal market and are starting to look for opportunities abroad.
But dairy farmers complain that subsidies in Europe and the US create barriers for their business.
"It is sometimes cheaper to import milk than to buy it here in Brazil," says Manfred Rosenfeld, who was an engineer in the car industry before he decided some 10 years ago to switch to dairy farming.
To bypass subsidies and increase profits, Mr Rosenfeld has a strategy: tap into the market of processed food.
Continue reading the main story
Start Quote
The machinery we sell has quite a lot of technology on board. Sometimes it's hard to find people with qualification to operate them.
End Quote
Walter van Halst
Machine salesman
"We make yogurt, milk caramel, cheese spread and we are now in a project to build a much bigger plant.
"Exporting milk pays very low margins but I think there is a big market and more profits to be made in dairy products," says Mr Rosenfeld.
His drive to add value to products is shared by a growing number of farms in Brazil and has created many investment opportunities in agribusiness.
Skill shortage
"We've grown 400% over the last 10 years because we have diversified our production and added value to it," says Marco Bomm, projects manager of Castrolanda, a rural co-operative created by families of Dutch immigrants in Parana.
The cooperative has a plant to produce crisps from the potatoes.
"Four kilos of crisps fetch the same price as a bag of 50kg of potatoes. I think adding value to our production is the way to go," says Mr Bomm.
However, Brazil has many overcome several obstacles if it is to realise its full potential.
One key issue is education.
Cheap labour has played a great part in the development of Brazilian agriculture, but on the other side, a lack of qualified workers is hindering further growth.
Many are concerened with the amount of land used for food production "The machinery we sell has quite a lot of technology on board. Sometimes it's hard to find people with qualification to operate them," says Walter van Halst, a reseller of farm machines in the town Ponta Grossa.
Despite these limitations, a growing number of farms in Brazil are becoming mechanised.
According to industry data, sales of farm machines in Brazil increased 52% in the first four months this year compared with the same period of 2009.
"The government has some programmes to boost the sales of tractors to small farmers and it seems to be going well", says Mr van Halst, who moved to Brazil in 1985 after taking a degree in tropical agriculture in his homeland, the Netherlands.
"When you study tropical agriculture in the Netherlands you already know you will have to live elsewhere.
"When I came in 1980s this was already a well-established grain-producing region," he explains.
Today, the main market for machines is in central and northern Brazil.
"Many of the settlers went there from Parana and other states from the South. They took the same culture of deforestation that guided the growth of agriculture here," says environmentalist Jose Alvaro Carneiro.
The state of Parana used to be covered by a dense jungle combining tropical and temperate vegetation.
The araucaria pine - with its long straight stem and branches coming out only from the very top - is its best-known feature.
But 90% to 95% of the forest have been razed to make way for cities and farms.
"We need to increase productivity and to recover degraded land instead of cutting down more trees to make space for agriculture," says Mr Carneiro.
"We have to learn what has happened here to protect what we have left in Parana and to preserve other areas of the country, specially the Amazon," he adds.
By Paulo Cabral
BBC News, Ponta Grossa, Parana
The plantation isn't looking so good this time of the year, the weather has been quite rough. Most of the corn has already been harvested and the remaining plants are quite small.
A big modern-looking harvester moves slowly past the workers' houses to start the day's work. But it has to stop after a few minutes because the stems, broken by strong rain and wind, jam the blades.
But appearances can be deceptive. This is a highly productive plantation in the southern state of Parana - the heart of Brazil's traditional grain-growing region.
"In this region it's all about agriculture, and modern agriculture," says farmer Luciano Agottani proudly.
"In terms of quality of grain and level of productivity we are nothing short of the best there is in the world."
Brazil is the world's biggest producer of coffee, oranges and sugar cane.
It is the second largest grower of soy, and the third for corn. And it is growing faster than its competitors.
"We have the fourth largest agricultural system in the world, after China, the United States and Europe," says Dr Guilherme Dias, professor of rural economy in the University of Sao Paulo.
"But their production is stalled while Brazil's is growing fast, so I think we will be ahead of United States and Europe in about 20 years."
Research facilities
Brazilian farmers have always had the advantages of a vast territory and a favourable climate.
Cheap labour also plays its part - but it was investment in technology that brought the country to its position among the top agricultural producers in the world.
Milk farmer Manfred Rosenfeld finds it hard to compete against EU subsidies Agricultural research is not new in Brazil.
It began to take shape in the mid-1970s, when government launched Embrapa, a research institute that now exports its expertise in tropical agriculture to countries in Africa and Asia.
Over the last 10 years the arrival of the genetically modified grains and growing investment in farm mechanisation laid the groundwork for the current boom.
Brazil's agriculture fulfils the country's needs in almost all sectors - with wheat being the only significant import.
Brazil also exports 25% of its produce.
But with domestic markets growing at a slower pace than the output, the only way for producers is to look abroad.
"The research in tropical agriculture in Brazil is really impressive. Productivity has been increasing a lot and the country is diversifying its output," says Dr Dias.
"That's what gives people the impression that Brazil is getting ready to feed the world."
Milk may be next in line for export. Producers are nearly reaching the ceiling of the internal market and are starting to look for opportunities abroad.
But dairy farmers complain that subsidies in Europe and the US create barriers for their business.
"It is sometimes cheaper to import milk than to buy it here in Brazil," says Manfred Rosenfeld, who was an engineer in the car industry before he decided some 10 years ago to switch to dairy farming.
To bypass subsidies and increase profits, Mr Rosenfeld has a strategy: tap into the market of processed food.
Continue reading the main story
Start Quote
The machinery we sell has quite a lot of technology on board. Sometimes it's hard to find people with qualification to operate them.
End Quote
Walter van Halst
Machine salesman
"We make yogurt, milk caramel, cheese spread and we are now in a project to build a much bigger plant.
"Exporting milk pays very low margins but I think there is a big market and more profits to be made in dairy products," says Mr Rosenfeld.
His drive to add value to products is shared by a growing number of farms in Brazil and has created many investment opportunities in agribusiness.
Skill shortage
"We've grown 400% over the last 10 years because we have diversified our production and added value to it," says Marco Bomm, projects manager of Castrolanda, a rural co-operative created by families of Dutch immigrants in Parana.
The cooperative has a plant to produce crisps from the potatoes.
"Four kilos of crisps fetch the same price as a bag of 50kg of potatoes. I think adding value to our production is the way to go," says Mr Bomm.
However, Brazil has many overcome several obstacles if it is to realise its full potential.
One key issue is education.
Cheap labour has played a great part in the development of Brazilian agriculture, but on the other side, a lack of qualified workers is hindering further growth.
Many are concerened with the amount of land used for food production "The machinery we sell has quite a lot of technology on board. Sometimes it's hard to find people with qualification to operate them," says Walter van Halst, a reseller of farm machines in the town Ponta Grossa.
Despite these limitations, a growing number of farms in Brazil are becoming mechanised.
According to industry data, sales of farm machines in Brazil increased 52% in the first four months this year compared with the same period of 2009.
"The government has some programmes to boost the sales of tractors to small farmers and it seems to be going well", says Mr van Halst, who moved to Brazil in 1985 after taking a degree in tropical agriculture in his homeland, the Netherlands.
"When you study tropical agriculture in the Netherlands you already know you will have to live elsewhere.
"When I came in 1980s this was already a well-established grain-producing region," he explains.
Today, the main market for machines is in central and northern Brazil.
"Many of the settlers went there from Parana and other states from the South. They took the same culture of deforestation that guided the growth of agriculture here," says environmentalist Jose Alvaro Carneiro.
The state of Parana used to be covered by a dense jungle combining tropical and temperate vegetation.
The araucaria pine - with its long straight stem and branches coming out only from the very top - is its best-known feature.
But 90% to 95% of the forest have been razed to make way for cities and farms.
"We need to increase productivity and to recover degraded land instead of cutting down more trees to make space for agriculture," says Mr Carneiro.
"We have to learn what has happened here to protect what we have left in Parana and to preserve other areas of the country, specially the Amazon," he adds.
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comrade
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Farmer is coming!!!!
โพสต์ที่ 7
เอางั้นเลยเหรอ :shock:Samadha เขียน:สินค้าเกษตรวิเคราะห์แบบ commodities ครับ Demand Supply
รายละเอียดแนะนำให้อ่าน Hot Commodities ของ Jim Rogers
ส่วนตัวไหนนั้น ผมเองก็ไม่ทราบจริงๆ ครับ รอบๆ ที่ทำงานผม เต็มไปด้วยสวนยาง แต่กลับพลาดหุ้นยางพารา เพราะ มัวแต่หมกมุ้นกับหุ้นธนาคาร แต่ละท่านควรลงทุนบนความได้เปรียบของท่านครับ หรือไม่ก็ ซื้อมันทุกตัวเลยครับ จะได้เลียนแบบผลตอบแทนของ index ซึ่งก็มักไม่เลวครับ
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