Breakfast Links

1. CPI rose 6.5% in China from rising food prices. Consumer inflation is highest in 11 years.

2. Ukraine to launch a money market index.

3. Slovakia was fastest growing economy in the EU for the third quarter.

4. The Ivory Coast will cut electricity exports to neighboring counties. Rise of demand at home.

5. Looks like the EU’s highest benchmark interest rate country will keep its title.

Breakfast Links

1. Sinotruk, China’s largest heavy truck company, is going to raise 1.3bn in IPO.

2. Prince Alwaleed bin Talal is the first private buyer of an A380 superjumbo, the world's largest passenger airliner.

3. Vedanta Resources to spin off Indian energy unit in a $2bn IPO.

4. Goldman Sachs is still bullish on emerging markets but is cutting back its exposure due to continual turmoil in global credit.

5. Chinese stocks take a hit after regulators announced on the 9th increase in bank reserve requirement so far this year to 13.5%.

Breakfast Links

1. China's monthly trade surplus probably topped $30 billion for the first time.

2. Petrobras finds an estimated 8bn bbl reserve.

3. The World Bank will commit $2bn to develop broadband access in Africa.

4. ArcelorMittal and Toyota sign a joint venture to process steel in S. Africa.

5. While Citi, Merril and everyone else is getting spanked, a Polish Bank shines.

Breakfast Links

1. S. Africa's foreign reserves are up on dollar's weakness.

2. Mozambique opens first reinsurance firm.

3. High oil profits covers a multitude of presidential incompetence.

4. Eco-friendly chopstick bra.

5. Despite oil prices hitting $100/bbl in the next few days, the IMF does not believe that it will have a dent in global growth.

Breakfast Links

1. See didn’t we tell you to get on the magic carpet? Alibaba’s up 193% on first day’s trading.

2. Obviously Pakistan has now gone to shit. Buying opportunity?

3. S. Africa’s growing and growing fast but someone forgot to include the need for more electricity?

4. Angola’s has a cement shortage. Opportunity?

5. At this is was one division Chuck Prince couldn’t muck up – Citi’s Poland division actually made money!

Breakfast Links

1. Indonesia to offer $2bn Bond.

2. Leading banks in Kazakhstan downgraded.

3. At least seven Chinese shipbuilders are planning IPOs.

4. Russian Soccer team had to train in their socks because the Romanians stole their boots.

5. The IDB releases its 2008 report.

Breakfast Links

1. China to soon offer futures contracts on their stock index.

2. Hyundai’s bottom line is hurt because of rising Korean currency.

3. China not only has to fight against fake drug makers but fake drug watchdog website!

4. As we mentioned before, China’s price caps are hurting it’s oil companies so their raising fuel prices 6%. Thanks guys!

5. AngloGold Ashanti Ltd., the world's third-largest gold producer posts $310m loss for third quarter.

Breakfast Links

1. S. African coal prices rise as demand from India increases.

2. Islamic bond offer might be delayed because no Islamic investor wants to buy a non-coupon, low coupon denying ambiguous coupon bond. What? Just click the link...

3. China’s CPI is expected to grow by more than 3% for 2007.

4. China & India to may get spanked if our spineless Fed chief continues to cut rates.

5. Going long on Australian real estate – Former Auzzie convict loved his cell so much he bought it.

Breakfast Links

1. Chinese oil giant Sinopec loses money in oil as oil prices go up. Huh? Ohhhh. That’s why Communism blows.

2. China bans the use of "seductive" words like "foxy lady", "handsome guy" and "moneybags" in personal ads. I’m guess they prefer ones like “Single, parent honoring, female available - will produce many sons…”

3. Bank of China posts 40% rise in its nine month profit. Would have done better but took a hit in US subprime.

4. Petrobras’ finance arm prices $1 billion bond. 2018 @ 98.612 with 5.75% cpn to yield 1.67% over Treasuries.

5. JP Morgan to $2 billion to invest in Indian Infrastructure.

Breakfast Links

1. China now has 5 out of the world's 10 largest companies. And no, none of them involve sweatshops.

2. India's Sensex finally breaks thru 20,000.

3. Angola is forecasting 2008 GDP growth of 16.2% and all of it from one product. Hint what other product out there allows incompetent governments to grow this quickly?

4. Nissan and India's second largest truck and bus maker, Ashok Leyland, are doing a commercial vehicle joint venture. I always did love Nissan, just won't drive their cars .....

5. Some good news for our Asia - targeted funds that invests in Australia, their index is going up. When gooks and Auzzie's live in perfect harmony, it's a beautiful thing. Goozzies?

Links - Bidding on hair

1. ‘Che’ Guevara’s hair’s on sale so what sick Latin American dictator could possibly be interested?

2. Sanluis Rassini (NR/B2/B-) coming out with a 11.5% $275m 10 year senior unsecured bond issue.

3. IDB approves $500 million conditional credit line for Costa Rica’s power company.

4. Hipotecaria Su Casita (BMV: CASITA) is worth watching as it continues to price monster Mexican RMBS.

5. Carlos Slim loses a billion or so but it ain’t no thang.

Breakfast Links

1. Industrial and Commercial Bank of China to buy about 20% of Africa's biggest lender by assets for $5.6bn.

2. Is anyone NOT spanking the dollar? Polish Zloty rises against the Euro.

3. Brazilian power company Copel expects to invest about 7bn reais (US$3.88bn) for 2008 to increase capacity.

4. China's GDP up 11.5% in first nine months!

5. How does mining giant Xstrata motivate it's Australian coal miners? What else - offer Kama Sutra lessons.

Assorted Links - Bulls, Bears, Bubbles Oh My

1. AU Optronics and Asia's bull market on flat screen TVs.

2. Ernest & Young bearish on BRIC IPOs

3. Uganda discovers that it was paying no one to do nothing

4. African telecom Pacman, Celtel International, eats another competitor

5. Nonemerging market emerging market island of Hong Kong cuts income and corporate taxes.

6. We already have a Bubble? We just started this bloody blog!