Investing Fundas: How The Economy Works

Ray Dalio's explanation is very simple.. 

It say's the same thing except for a very important point (According to me)

Dalio ji says that.. as Debt cycle goes down.. "Credit" reduces.. and its quite possible that the rate of "Credit reduction is so fast that .. it will result in Deflation and economic downturn..

The key it seems is to strike a balance.. Rate of "Credit Reduction" should be balanced by "monetary printing" so that the economy (which consist of credit + printed money) does not contract too fast else.. the asset prices will fall too fast.

Best to see the video.. Really good !!

=happy investing!!

Jayant Agro: New Joint Venture in India for Bio-Polyol (Jayant Agro,Mitsui Chemicals and Itoh Oil)

Sep 09, 2013 --Mitsui Chemicals, Inc. Itoh Oil Chemical Co., Ltd. Jayant agro Organics.

Mitsui Chemicals, Inc. (Toshikazu Tanaka, President & CEO) and Itoh Oil Chemical Co., Ltd. (Masatsugu Akita, President) announced the signing of a joint venture agreement on August 29th with India's Jayant Agro-Organics Ltd.(Abhay V. Udeshi, Chairman)for the establishment of the company in India to produce "bio-polyol", the main raw materials of which are non-edible plant derived fatty acid.

Signing Ceremony at Yokkaichi, Japan --from left to right : Mr. Hiroyasu Ishimaru of Mitsui Chemicals, Inc., Japan,

Mr. Abhay V. Udeshi of Jayant Agro-Organics Ltd., India and

Mr. Masatsugu Akita of Itoh Oil Chemical Co., Ltd., Japan

Mitsui Chemicals manufactures and distributes polyurethane raw materials for various applications including that of insulation application for refrigerators. The Company is the largest supplier of polyurethane raw materials for automotive interior to Japanese manufacturers and is the world's only commercial supplier of non-edible plant derived bio-polyol. The joint venture will make "bio-polyol" cost competitive with fossil derived polyol, allowing Mitsui Chemicals to target further expansion of automotive application sales on its own and through its six system houses strategically located throughout Asia. (refer to note)

Itoh Oil Chemical is Japan's leader in castor oil production with state-of-the-art refineries, manufacturing technology, and quality control expertise in castor oil derivatives such as fatty acids. The Company targets use of other by-products, co-produced in the manufacture of bio-polyol, in development of new applications to expand its castor oil derivative market and intensify existing businesses such as its urethane elastomer operations.

Jayant Agro-Organics is the world's leading producer of castor oil. Through supply of raw materials derived from castor oil to the new joint venture, the Company targets development of new business in the castor oil derivatives sector to further strengthen its position in the castor business.

The partnership of the three companies who bring their own unique strengths to the table in India, where 80% of the world's castor oil are produced, will establish a stable supply base for overwhelmingly cost competitive bio-polyol.

Note: System House: Strategic production and distribution sites where manufacturing formulas are meticulously adjusted to meet individual customer needs in polyurethane foam materials including bio-polyol.

Outline of Joint Venture
1. Company name: Vithal Castor Polyols Pvt. Ltd.
2. Business area: Manufacture of bio-polyol
3. Location: Gujarat, India
4. Investment ratio (based on voting rights): JAO 50%, Mitsui Chemicals 40%, Itoh Oil Chemical 10%
5. Production capacity: Bio-polyol 8,000 tons/year
6. Schedule (tentative) Establishment: September 2013
7. Commercial operation: January 2015

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Link to original article

Jayant Agro Organics: corporate announcement with regards to JV

Jayant Agro is ultra cheap.. what is the cost of buying 100% stake in Jayant Agro: 19.35 Million US Dollars!! And now foreigners can directly purchase stock in Indian market without going through intermediaries like mutual funds!! Must buy Jayant agro Organics Stock with a bright future in Sunrise industry "Green Chemicals"

Jayant Agro Organics (Blog Archives)

Here are some examples of Polyols:

 

 

 

 

 

 

 

Sinead O Connor: I Do Not Want What I Haven't Got!!

There is not much to say except that Sinead O Connor's is a must listen!!

Song: Feel So Different!!

Lyrics: Feel So Different!!

God grant me the serenity to accept the things I can not change
Courage to change the things I can
And the wisdom to know the difference

I am not like I was before
I thought that nothing would change me
I was not listening anymore
Still you continued to affect me

I was not thinking anymore
Although I said I still was
I'd said "I don't want anymore"
Because of bad experience

But now I feel so different
I feel so different
I feel so different

I have not seen freedom before
And I did not expect to
Don't let me forget now I'm here
Help me to help you to behold you

I started off with many friends
And we spent a long time talking
I thought they meant every word they said
But like everyone else they were stalling

And now they seem so different
They seem so different
They seem so different

I should have hatred for you
But I do not have any
And I have always loved you
Oh you have taught me plenty

The whole time I'd never seen
All you had spread before me
The whole time I'd never seen
All I'd need was inside me

Now I feel so different
I feel so different
I feel so different

I feel so different
I feel so different

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"I do not want what I haven't got"  was the album which according to the press made Sinead a rock star!! with the world wide chart topping single "Nothing Compares 2U"

Song: Nothing compares 2U 

Lyrics: Nothing compares 2U (original song by Prince)

It's been seven hours and fifteen days

Since you took your love away

I go out every night and sleep all day

Since you took your love away

Since you been gone I can do whatever I want

I can see whomever I choose

I can eat my dinner in a fancy restaurant

But nothing

I said nothing can take away these blues

`Cause nothing compares

Nothing compares to you

It's been so lonely without you here

Like a bird without a song

Nothing can stop these lonely tears from falling

Tell me baby where did I go wrong

I could put my arms around every boy I see

But they'd only remind me of you

I went to the doctor n'guess what he told me

Guess what he told me

He said girl u better try to have fun

No matter what you'll do

But he's a fool

`Cause nothing compares

Nothing compares to you

all the flowers that you planted, mama

In the back yard

All died when you went away

I know that living with you baby was sometimes hard

But I'm willing to give it another try

Nothing compares

Nothing compares to you

Nothing compares

Nothing compares to you

Nothing compares

Nothing compares to you 

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Sinead O Connor Website