The Federal Reserve Can’t Derail This Opportunity

Development, development, development.

You can see it happening everywhere. All around the world, and right here in Australia too.

I understand there’s a lot to worry about. There usually is.

But just take a look at what’s happening in the property markets. You will see why the outlook we have at Cycles, Trends and Forecasts is so positive.

Make no mistake either — there’s big money included here.

You can see it in what’s begun in central Melbourne — not to mention what’s on the drawing board — to get an idea.

It’s almost unbelievable.

Source: The Age

Here’s a further flavor.

The ‘ultra wealthy‘ Deague family began construction on the $330 million apartment project within Box Hill, Melbourne a week ago. According to the Australian Financial Review it will have the tallest tower outside of the CBD on completion within 2017.

According to the paper,

‘Box Hill, the suburb 14 kilometres of eastern of the Melbourne CBD with a big Chinese population, has turned into a suburban high-rise hot spot with more than Twenty projects underway.’

A little further southeast of the city, Amstel Golf Club within Cranbourne is selling its land to a property developer and moving elsewhere.

The Age believes that it is a $40 million deal. The current course will make way for housing estates.

And it’s not just Victoria…

Up in New South Wales, two airports were put up for sale within Bankstown and Camden in May. The vendor received bids rumoured in order to well exceed the $200 million figure. The initial expectation had been for about $195 million.

The Australian Financial Review reports that Bankstown is the fifth most popular airport in Australia. There was ‘huge interest’ in the offer, according to the paper.

Here’s the actual probable reason:

‘Bankstown is going to be one of the big winners of big ticket spending on major road and rail projects by the?NSW government. It is also adjacent to a development proposed by Bob Ell’utes Leda Group which could open up more opportunities for Altis should it buy [the] airport.’

See what I mean here? There are so many opportunities in property as well as stocks that spring from all this.

Do yourself a favour and check out what they are here.

The boom no one’s watching

I wrote an article last week on the boom I don’t think many people are following. It’s on the Oriental, especially Chinese, travel growth. You can check the article out on the actual Money Morning website.

But for a quick overview, you can get an idea from the projected demand for pilots. That’s because of this graph from the Wall Street Journal….

An estimate for the quantity of tourists to come out of China is 200 million within 5 years.

I mention this now since i received the following feedback from Cycles, Trends and Forecasts editor Phil Anderson,

‘I got back to the UK tonight. I spent one and a half hours in the passport queue and was thinking about this very thing. I have absolutely no idea how airports and security are going to deal with this. There is not an airport terminal in the world that has planned for it.‘

And this, from Revolutionary Tech Investor‘sSam Volkering working in london,

‘Mate of mine flies with regard to EasyJet over here, he’s about a 12 months off becoming a Captain. He or she was telling me that the Oriental (Chinese) airlines are poaching ‘Western’ Captains much in the same way the Middle-East air carriers were over the last couple of years.

‘He reckons the money being thrown around is insane as in approaching a mil a year. And one of the main reasons they’re recruiting Western Captains is to reduce their insurance premiums.

‘Also because the regular of training in Asia is pretty poor compared to the West they convey these experienced captains onboard to help train up their own First Officers and trainees. Then they can also claim to possess Western pilots, when in all reality the bulk of them are not.‘

And here’s this from senior British pilot whose title I’m not at liberty to say…

‘I know a lot of Far Eastern airlines cannot get enough aircraft pilots to operate all the routes they want to expand onto. Certainly the actual south-east Asian area is growing like crazy.’

Like I said prior to, there is so much to be positive about. Start here to capitalise on these opportunities.

The myth of America’s decline

If you’re interested in what’s happening in China, I urge you to listen to the interview I did with Shaun Rein. It is free on The Daily Reckoning Podcast. Shaun is based in China, as well as runs a successful research home.

You can check it out here on iTunes or Android right here.

Shaun Rein is Episode Twenty one.

The latest is with a man called Josef Joffe. He wrote a book by what he calls the ‘myth’ of America’s decline.

I called him or her up to chat more about that idea. What he says is quite true. Ever since the 1950s America has been written off. There’s always already been a contender that’s considered on the threshold of dethroning the united states from its perch.

In the 1950s it had been the Soviet Union. In the Sixties it was Europe. Later it became Japan. Today, states Joffe, it’s China.

That’s not to say China is about to collapse. But the All of us still has a lot going for it. Its economy is still about double China’s in term of GDP.

In fact, one of the points we make in the latest issue of Cycles, Trends and Forecasts is that a slowing The far east will have little effect on the US.

He had a lot more to say around the current balance of power in the world.

As above, check it out right here on iTunes or Android here.

Cheers,

Callum

From the Port Phillip Publishing Library

Special Report: The End of Australia Vern Gowdie’s new book is known as The End of Australia: The Real Story Behind Australia’s Economic Collapse and What You Can do to Survive It. We are mailing free copies of this guide to anyone who requests one online. It does not make for pleasant reading. But the idea is the fact that you’ll be safer (and much wealthier) in 10 years’ time from receiving a more sober and realistic analysis of what’s happening…what happens next…and what you should be doing about it now… (much more)