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Time：第283次例會，2011年01月08日（週六）下午14:30-17:30
Place：
viewtopic.php?t=15
Agenda
14:30~15:20 Session I: Ice Breakers + Topic Discussion Q1-Q3
15:20~15:30 Session I Feedback
15:30~15:50 Speaker Session
15:50~16:00 Change Group + Break
16:00~17:00 Session II: Ice Breakers + Topic Discussion Q4-Q6
17:00~17:15 Session II Feedback
17:15~17:30 Happy Time
Taipei Host: Brian Huang
Topic Discussion Article: Commodities Beat Stocks, Bonds, Dollar in 2010 as All Asset Prices Advance
Questions for discussion
Session 1
1. Why did investors snap up raw material as China’s growth? If you were the investor, what would you think about the growth of China, US, and Euro region? And what would you do?
2. Why are financial assets bolstered by low global interest rates? If only one country had put a fiscal and monetary policy (low interest rates) into practice in the past, what might have happened to that country and others in the world? Please provide some examples. Why did the Federal Reserve pump $600 billion in the U.S. economy? Did they make it? What are the positive and the negative effects? Please offer some examples.
3. Please take one kind of goods as an example, and explain why its price is going up or down? How do you feel about your life and the present financial status? The article mentions that “On speculation that supply would fail to keep pace with rising demand in China.” Do you agree with the statement or not? If yes, what will you do under this circumstance? Will you buy more commodities and stock them? Or will you produce commodities by yourself? For example, you may work as an agriculturist or a miner. If you will, are you willing to do business with mainland people? Why or why not?
Session 2
4. Do you think that the economy is gearing up? If not, why are Taiwanese stocks and Taipei’s real estate prices getting higher? If yes, why cannot many people afford a house in Taipei in their life time? Where exactly does the money go?
5. What does “longer- dated contracts cost more than those for immediate delivery” mean? And what dose “Immediate delivery cost more than those for longer- dated contracts” mean? What is cash price? What is forward price? How to make money from these two circumstances?
6. “Economies are up and some of the darkest fears of the pessimists did not come to fruition,” Creatura said. “The U.S. and global economies, while they’re not firing on all cylinders, are moving forward.” Please make some comments on Creatura’s opinion.
Vocabulary Help
"double dip" recession:
http://en.wikipedia.org/wiki/Double-dip ... _recession
MSCI:
http://en.wikipedia.org/wiki/MSCI
Standard & Poor’s 500 Index:
http://en.wikipedia.org/wiki/S%26P_500
Corporate bond:
http://en.wikipedia.org/wiki/Corporate_bonds
basis points:
http://en.wikipedia.org/wiki/Basis_points
注意事項(台北)：
1. 請準時兩點半(場地限定45人)到東吳大學城區部遊藝廣場2樓!
2. 請務必自行列印文章和Questions for discussions.
3. 與會者不必報名 但請先閱讀過文章，並仔細想過所有的問題，謝謝合作!
4. 新人入場費 100 NT / 會員入場費 50 NT / 可當3次新人 (for 場地租費 etc.)
5. 會員費 1000 NT 永久有效
6. 聚會時請勿講中文或討論政治/種族/宗教/性
7. 聚會完後有聚餐請踴躍參加
8. 每個月不定期有戶內外活動請踴躍參加
Announcements(Taipei)：
1. Please arrive at the 2nd Floor Arts Center of Soochow University on time at 2:30 PM (venue capacity 45 ppl)
2. Please print out the article and discussion questions
3. No need to sign up, but please read the article and think about the questions!
4. Guest Entrance Fee 100 NT / Member Entrance Fee 50 NT / Up to 3 Audits (fee for rent, etc.)
5. Membership fee 1000 NT no renewal necessary
6. Highly discouraged in venue: speaking Chinese and forcing your views on politics/racism/religion/sex
7. Feel free to attend our weekly dinner after gathering
8. Feel free to join our many outings
台北，每週六 2:30-5:30 PM
Taipei, every Saturday
Place:
viewtopic.php?t=15
Map from Google Street View
