Update: BGF World Mining

Quick update - If you would have invested in the fund after my posting in May, you would have seen a share price increase of more than 30% :-)

Fund: BGF World Mining A2 USD

I received a lot of positive feedback on the Amag Pharmaceuticals articles (apart from the usual spam) and therefore decided to write something about another investment opportunity I found out about recently. This time it is a fund: BGF World Mining A2 USD. I read an article on handelsblatt.de, where investment experts were interviewed on how people should invest with the danger of high inflation rates expected in the near future. One of the experts suggested investing in commodities, as companies in this sector can change prices quickly based on current market situations, therefore not being as strongly affected by rising price levels. I did some research and found the Blackrock World Mining fund which looks really promising. As the name already suggests the fund invests in mining companies, mainly with a diversified portfolio of mining activities. The regional spread shows around 75% of stocks from Europe and North America. Commodities like gold, copper and others are suggested to show rising prices in the future which should positively affect the companies within the fund, which should result in a very good long-term performance. It’s definitely in my virtual portfolio!

You can find the fund’s factsheet here!

Up to 2 GB for free

I have been looking for a solution like this for quite some time. While other file sharing services like YouSendIt only offer you 100mb, WeTransfer allows you to share files with up to 2 GB.

https://www.wetransfer.com/

Turkish Ice Cream Man

The Idea Swap

Nice website where you share an idea and in return get to read the ideas of other people. Some are really interesting, some are just funny. Try it out!

http://www.theideaswap.com/

UMTS/3G in India

There has been a lot of buzz going on about the growth potential of mobile internet. Google’s Eric Schmidt recently said “Everything that Google will create going forward will be done so through a ‘Mobile First’ lens”. (siliconrepublic.com)

I think it is fair to assume that we will see a lot more mobile web usage in the next years, especially in consideration of the huge success of the iPhone with all of its online apps.
Actually, this should be good news for network operators. In Germany though, the providers are struggling with small margins and tough competition in the market (faz.net)

But let’s look at another very interesting market. India. According to a report from handelsblatt.com

India has adjourned the auctioning of their UMTS licenses for the sixth time now. There seem to be political issues which kept the government from holding the auction of the licenses on February 12th.

Even the number of licenses for sale hasn’t been answered yet. There are some voices saying there might be four though. Assuming there are four, let’s look at the companies who will be in the front row when the auction is finally taking place. The three biggest ones are Bharti Airtel, Reliance Com and Tata Indicom. Probably more than one of them will have a big stake in the mobile network once the licenses are sold and that should driver their profits. Definitely some interesting investment opportunities.