Jueves 10/03/11 Comercio Internacional

[El_Diez]

Es que no son solo dibujos que deja la historia lo que yo observo.........lo que yo aplico son teorías que se adelantan a los hechos la mayoría de las veces si son bien aplicados.

[admin]

Todas esas teorias estan basadas en las marcas que dejaron la historia (el mercado, el DJ, el S&P 500, etc)

Por ejemplo tenemos algo latente hoy dia. Tus dibujos te dicen que el mercado va a bajar, yo te digo que si lo de Saudi Arabia empeora o lo de Libia o la crisis Europea empeora el mercado va a bajar, pero lo contrario tambien es verdad y tus dibujos no pueden anticipar eso. Tu dependes de la historia (sus dibujos) para poder predecir el futuro.

El mercado es impredecible.

[admin]

La policia Saudi abrio fuego con balas de plastico el Jueves para dispersas a los 200 Shiitas que protestaban en Qatif, una provincia rica en petroleo, dijeron los activistas de los derechos humanos locales.

Al menos tres personas fueron heridas y estan siendo atendidas en el hospital de Qatif.

Saudi Police Open Fire at Protest

By SUMMER SAID
RIYADH--Saudi police fired rubber bullets Thursday to disperse at least 200 Shiite protesters in Qatif, a town in the oil-rich Eastern Province, local human rights activists said.

At least three people were injured and are currently being treated at Qatif's hospital, the activists said.

Protesters shout slogans during a demonstration in the Gulf coast town of Qatif. Saudi Arabia. Witnesses said shots were heard as police dispersed the protests, and one to four people are wounded.
.A spokesperson for the Saudi Interior Ministry could not immediately be reached for comment.

The Qatif protesters were calling for the release of prisoners held without trial and for political reforms. Some 26 people were arrested after similar protests last week in Qatif and nearby Al-Ahsa, but they were later released.

Protesters were also angered by the arrest of Sheik Tawfiq al-Amer, a Shiite cleric who has also now been released.

Saudi Arabia, the U.S.'s most important Arab ally and the world's largest oil producer, is facing its biggest challenge in years as demands for sweeping internal change follow a wave of Arab unrest that has unseated a key ally in Egypt and unleashed a Shiite revolt in neighboring Bahrain.

Earlier this week, Saudi Arabia said protests, marches and sit-ins are banned and don't conform with Islamic laws.

Eastern Province is home to both the kingdom's Shiite minority and its enormous oil reserves. Long regarded with suspicion by the majority Sunni population, Shiites complain of discrimination when seeking jobs and of harassment by the authorities.

The Saudi government denies discrimination and says it treats all citizens equally.

The police action in Qatif comes a day before a "day of rage" protest called for by a Facebook page that has attracted thousands of fans. While most analysts are skeptical of the idea that large numbers of Saudis will hit the streets on Friday, they point out that the country suffers profound structural unemployment which could spur discontent.

Despite a few small protests last month outside the Eastern Province – including demonstrations over inadequate flood defenses in the kingdom's second city of Jeddah – the most prominent expressions of dissatisfaction have taken the form of petitions and open letters to Saudi Arabia's ruler, King Abdullah.

The Saudi population is richer than those in countries now affected by unrest and the government has deeper pockets to alleviate public anger. Moreover, the calls for change voiced to date have stopped well short of direct attacks on the royal family.

One of the most potent fears voiced by outsiders is that a Shia rebellion in neighboring Bahrain might spill across the 16-mile causeway connecting the two countries and into the heartland of Saudi oil production. Saudi Arabia has helped stabilize world energy markets by raising its crude production levels to make up for Libya's lost supply.

Some Saudi Shiites say they fear protests could unleash a wave of attacks from Sunni militants, and argue that the government has modestly improved the lot of most Shiites. But others believe dialogue aimed at releasing long-held prisoners, ending discrimination and improving investment in Shiite neighborhoods has run its course.

[RCHF]

Wall St extiende pérdidas, índice S&P toca mínimo de sesión
jueves 10 de marzo de 2011 15:02 GYT

NUEVA YORK (Reuters) - Las acciones estadounidenses extendían sus pérdidas el jueves, y el índice S&P 500 tocó su nivel más bajo en la sesión, en medio de preocupaciones sobre la economía global y la tensión en Oriente Medio.
Los operadores citaron un reporte sobre la represión con armas de fuego a manifestantes en Arabia Saudita como uno de los factores que intensificaba el nerviosismo en el mercado.

El índice industrial Dow Jones perdía 219,93 puntos, o un 1,80 por ciento, a 11.993,16, mientras que el Standard & Poor's 500 caía 23,69 puntos, o un 1,79 por ciento, a 1.296,33.

En tanto, el índice Nasdaq Composite retrocedía 48,84 puntos, o un 1,77 por ciento, a 2.702,88.

[admin]

AOL eliminará 20 pct de fuerza laboral en todo el mundo: fuente
jueves 10 de marzo de 2011 12:48 GYT
Imprimir[-] Texto [+] Por Kenneth Li y Supantha Mukherjee
NUEVA YORK/BANGALORE (Reuters) - AOL Inc eliminará más de 900 puestos, un 20 por ciento de su fuerza laboral a nivel mundial, mientras lucha por ponerse a la par de rivales que crecen más rápido, dijo el jueves una fuente cercana a la compañía de internet.

AOL, que tiene 5.000 empleados, eliminará cerca de 400 puestos en India, subcontratará otros 300 en ese país, y recortará 200 puestos en Estados Unidos, dijo la fuente.

Los recortes se producen después de que AOL, que se escindió de Time Warner Inc en el 2009, revelara su más reciente adquisición en una serie de compras. La compañía llegó a un acuerdo para comprar al sitio web de noticias y opinión The Huffington Post por 315 millones de dólares.

Arianna Huffington, la fundadora del influyente sitio web, asumirá las operaciones editoriales de AOL como parte del acuerdo.

En India, 300 cargos se transferirán a los contratistas MindTree Ltd y Hewlett-Packard Co, según dijo otra fuente a Reuters.

En Estados Unidos, AOL pretende eliminar puestos en las áreas de medios y de producción de contenidos y no modificar las áreas de ventas de publicidad y de operaciones de redes, según la fuente que informó sobre los 900 despidos.

La fuente dijo que la compañía planeaba mejorar las categoría de sus periodistas de tiempo completo y disminuir la dependencia de los colaboradores ocasionales.

Durante la recesión de la economía global, AOL se enorgullecía de ser uno de los mayores reclutadores de periodistas desempleados, mientras un severo declive en los ingresos por publicidad en los diarios barría con salas de prensa en todo Estados Unidos.

(Reporte adicional de Jennifer Saba; editado en español por Hernán García)

[admin]

Los legisladores en Wisconsin aprueban la ley que le quita los derechos a negociar las condiciones de trabajo a los empleados publicos.

Wisconsin lawmakers approve stripping most collective-bargaining rights from state's public workers.

[admin]

Pense que estos los podria alegrar un poquito:

Lo mas probable es que China compre mas cobre, la oferta ya esta ajustada

China podria aumentar sus compras de cobre en el segundo trimestre, momento en que se pronostica que el metal tendra un deficit de 500,000 a 600,000 metric tons.
China Likely To Buy More Copper; Supplies Already Tight

By ANDREA HOTTER
ISTANBUL—China is likely to pick up its copper purchases in the second quarter, at a time when global supplies of the metal are forecast to be in a deficit of 500,000-600,000 metric tons.

The combination is likely to result in even high copper prices, executives at an international metals conference said Thursday. Copper prices recently hit all-time highs, reaching above $10,000 a metric ton in London and topping $4.60 a pound in New York.

China started buying less copper in the fourth quarter of 2010 and also began selling back material from bonded warehouses and contracted imports as a result of rising copper prices, said Andreas Hommert, head of research at Touradji Capital Management.

The world's largest copper consumer may now have reached a point where it needs to resume its purchases.

"The destocking process in China is probably relatively far progressed. Has destocking nearly run its course?" Mr. Hommert told the Metal Bulletin conference.

At the same time that China may resume its copper purchases, the market is likely to experience short supply of the metal.

Martin Squires, executive director of J.P. Morgan Securities, estimated the global market will be in a deficit of between 500,000 and 600,000 tons in 2011. This will be more pronounced in the second quarter due to seasonal factors influencing stock drawdowns, Mr. Squires said.

The range is narrower than a Dow Jones Newswires survey of 19 analysts in January, which included estimates of a shortfall of 90,000 tons to 825,000 tons.

Nikos Kavalis, a senior analyst at metals consultancy GFMS, said the copper market is likely to be in a deficit until 2013, with the most chronic shortage in 2011 at nearly 400,000 metric tons. The shortage is likely to narrow to around 200,000 tons next year and below 100,000 tons in 2013, he said.

"Output from new projects is likely to continue to fall short of targets," Mr. Kavalis said. "Declines at some existing operations will partly offset increases."

At the same time, disruptions will continue to affect output. Mr. Kavalis said strikes are likely given higher prices, while technical and operational disruptions cannot be ruled out. Political risk also remains an issue, he said, given the location of certain projects in countries like Afghanistan and Pakistan.

GFMS estimates that less than 600,000 tons of the roughly 800,000 tons of planned capacity expansions and production forecast for 2011 will actually occur. For next year, this figure is a little over 600,000 tons of 1.1 million tons planned and for 2013, around just 700,000 tons of more than 1.7 million tons planned.

With supplies tight and demand increasing, copper prices are likely to extend their gains, raising concerns about speculators moving into the market.

J.P. Morgan's Mr. Squires said supply-demand fundamentals are still key drivers of copper prices, the interpretation of which formulates investment decisions.

These decisions include those by the industry in terms of whether to invest in new capacity, as well as by the investment community, he said.

The debate over high copper prices has been centered on investment flows, Mr. Squires said. "The argument [that investors disproportionately influence copper prices] is levied at times of high prices, but investors are present in times of low prices too."

"Investment flows can influence market dynamics but ultimately they're respectful of the underlying fundamentals," Mr. Squires said.

Mr. Squires said prices could go higher still, although if the unrest in North Africa spreads through the Middle East this would be "very negative for global growth and copper prices."

"Taking the risk of contagion in the MENA region out of the equation, then copper has a very good chance of rising a lot higher," he said. "I don't think the industry is carrying a lot of stock, global PMIs are robust and in some places the best they've been in years. Could copper see a new high? Most certainly."

Write to Andrea Hotter at andrea.hotter@dowjones.com

[Maricielo]

C a 4.54 nuevamente.

Hace 2 años me armé de un paquetazo de C a 1.08 en promedio. Que tiempos!!

[admin]

Que tiempos, realmente yo triplique con C, FNM y FRE. Pero nada comparado con lo que se gano en el Peru hace unos anios, eso fue sensacional. Sin comentarios!!

[admin]

Hablando de Citi

Pandit dice que C es el banco que mejor posicionado esta en todo el mundo para aprovechar el crecimiento en los paises emergentes, satisfacer la demanda del consumidor por tecnologia mejorada y las necesidades de los pobres.

Citigroup Is ‘World’s Best-Positioned Bank,’ Chief Pandit Says
By Donal Griffin - Mar 10, 2011 2:27 PM ET
Vikram Pandit, chief executive officer of Citigroup Inc. Photographer: Prashanth Vishwanathan/Bloomberg
Citigroup Inc. (C), the third-largest U.S. lender, is the “world’s best-positioned bank” to take advantage of growth in emerging markets, consumer demands for improved technology and the needs of the poor, Chief Executive Officer Vikram Pandit said in a letter to shareholders.

Pandit, who was forced to sell assets to stabilize a company hobbled by loan losses, is seeking to distinguish his firm from rivals like Wells Fargo & Co. (WFC) and JPMorgan Chase & Co. (JPM) that expanded through U.S. acquisitions during the credit crisis. New York-based Citigroup in 2010 posted its first annual profit since 2007, and Pandit is pushing expansion in emerging markets including Brazil and China.

Citigroup, with operations in more than 100 countries, increased net income in Latin America and Asia by 14 percent to $8.2 billion last year at operations the company plans to keep. Pandit said he aims to derive half the bank’s revenue from emerging markets and the rest from developed economies, he said in his annual letter, which was posted on the Internet today.

The bank has a “strong head start” outside the U.S., said Pandit, 54. “We are working to build on it in ways that aspiring competitors simply cannot.”

Pandit said the bank has eight execution priorities for 2011, the first of which is to “increase our share of emerging- goals include becoming “the world’s digital bank” and increasing the availability of financial services to the estimated 2.5 billion people worldwide who are “unbanked.”

Citigroup also intends to enhance its retail-banking operation in the U.S., Pandit said. Profit at the North American consumer-banking unit dropped 17 percent to $607 million in 2010, while loans and deposits slipped. Pandit overhauled the unit last year, appointing new heads of the retail and credit- card divisions.

[vicom1]

Entonces mejor leamos la hoja de coca!

Todas esas teorias estan basadas en las marcas que dejaron la historia (el mercado, el DJ, el S&P 500, etc)

Por ejemplo tenemos algo latente hoy dia. Tus dibujos te dicen que el mercado va a bajar, yo te digo que si lo de Saudi Arabia empeora o lo de Libia o la crisis Europea empeora el mercado va a bajar, pero lo contrario tambien es verdad y tus dibujos no pueden anticipar eso. Tu dependes de la historia (sus dibujos) para poder predecir el futuro.

El mercado es impredecible.

[jonibol]

Que tiempos, realmente yo triplique con C, FNM y FRE. Pero nada comparado con lo que se gano en el Peru hace unos anios, eso fue sensacional. Sin comentarios!!

Año 2005-2007
Volcan: de 0,95 a 18 soles. (19 veces)
Morococha: de 0,50 a 8,2 soles (16 veces)
Atacocha: de 1 a 11,5 (11 veces)
Y solo zinqueras.

[admin]

Y Sider, no te olvides de Sider, en realidad gane con todas, C. Verde, BVN, VEM, DNT, las Agrarias, etc. Que tiempos aquellos.

Y las broncas que me gane por mi estilo de inversion.

[Victor VE]

Admin, si Pandit llega a decir que C esta mal lo botan de la chamba. No le creo ni un ápice. Estará mejorando pero no venga a decir lo q ha dicho. A C le falta mucho camino por recorrer.

Ahora diras que si C no me gusta q no haga comentarios y blah blah.

[Victor VE]

Admin, por la tarde mencionabas que a los traders no les preocupaba lo que estaba sucediendo en Arabia Saudita, habrá cambiado en algo la percepción ?