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Global asset allocation also see oil
Source:China Fertilizer Network   Author:Wind   Time:2011-11-28   Read:907second  

There are three well-established asset allocation in the law: to buy scarce, non-renewable resources; what is missing, what you make; future needs, now what to buy. If these three rules as a riddle, the best answer is one: oil.
First of all, oil is the world's number one commodity, the blood industry, the first national competition for strategic materials. It involves the downstream industry chain of automotive gasoline, aviation aircraft with oil, chemical fertilizer, chemical fiber, plastics, rubber, etc., the daily life of ordinary people can see the oil in the shadow. Oil is also non-renewable, can not be recycled, and reserves are limited. Since 1970, the land is no longer on the discovery of new large oil fields, oil fields are located in proven over the past decade a new deep sea. Proved reserves are only enough for human consumption is currently about 75 years.
Secondly, the world's major oil and gas resources located in the Middle East, the Gulf of Mexico, Siberia, Russia, Brazil and other regions along the coast. China's per capita amount of oil has only 25% of the world average, and the current dependence on oil imports more than 56%.
Finally, the wage earners in particular, need to increase oil and asset allocation. From the perspective of industry chain, wage earners are often downstream products and services provider, the upstream oil itself is the product, its prices will in turn generate lower profits squeeze, which would force the downstream production activities expose it to greater cost and revenue pressures. At the same time, wage earners is the ultimate consumer of oil, oil prices caused by rising costs through a variety of industrial chain, ring connected to the head last fall on wage earners. Since the daily income earners can not synchronize with the oil price, which requires a conscious earners number one primary product of oil to increase investment and take the initiative to make up their own shortcomings.
Why invest in global oil assets? First, because oil resources and assets, mainly in overseas and domestic buy. Second, the global oil companies index which also has large oil resources, the vast majority of companies such as Petrobras, Mobil, etc., have billions of barrels of reserves. Third, the developed countries, oil prices are all market-oriented, high oil prices is transmitted to the company level, high-yield, high shareholder returns. This point, the domestic oil companies can not do yet.
As for the oil assets of RMB appreciation on the impact of the configuration, then there is no need to worry about. Because oil and the dollar are hedged, the dollar fell, oil on the rise, and vice versa. Appreciation of the RMB relative to the slow process of oil in the faster appreciation of the past few years. Since 2009 to the end of October 2011, yuan-denominated international oil price has risen 33.24%, PetroChina and Sinopec shares rose only 5.38% and 8.89%. The S & P index rose 39.4 percent of global oil, proved once again that the S & P index of global oil may be truly meet the "lack of Han make up what" investment principles.
 

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