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Michael Orme

Michael Orme has worked at the forefront of technology investment and venture capital for more than 30 years, as an analyst, stockbroker, writer and hands-on consultant. He has sat across the table from Bill Gates and the founder of Intel on more than one occasion. Formerly 'Mr Bearbull' at the Investors Chronicle, he was one of the first writers in the world to cover the semiconductor industry. Michael is a regular contributor to The Fleet Street Letter, the UK's longest-running investment newsletter.

 
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Is Zimbabwe a Buy? - by Michael Orme

The Mugabe regime will not last much longer and an investment opportunity is coming


Fragile China a Risky Bet - by Michael Orme

The path of China is far from a one-way bet and its problems have been overlooked.


Silicon and the Green Grid - by Michael Orme

Whoever gets into the White House now there are two certainties in America's future. One, a carbon tax and two, a lot of federal support for AEI down the line to complement piecemeal state initiatives.


The Dangers of African Investment - by Michael Orme

Your writer has been in Nairobi since mid-December, having visited Kenya last October to get the lowdown on the investment scene here. We had come away from that trip, like a gathering number of people in and around the investment scene, reckoning that Kenya was one of the hottest of the new 'frontier' or 'emerging emerging' markets, as what was becoming known as 'Africa 1.0' began to catch the attention of fund managers. We kept our powder dry to see the upcoming election through. Like almost everybody else we did not anticipate what has happened, although it's totally explicable.


Is Coal Going to be the New Oil? - by Michael Orme

Peak oil, yes; but 'peak coal'? India's Tata Power recently acquired 30% stakes in Indonesia's two largest coal mines, securing 20 million tons of coal to fuel its 750 kilowatt project on India's west coast. This is a shrewd and opportune move. There's a sustained and tightening squeeze on global supplies of the 'thermal' coal needed to power the world's coal-fired power stations, just as Asia (except Japan) embarks on a massive expansion of planned generating capacity based on coal, despite rising concerns about carbon pollution. The technology that needs to be deployed to separate and store the pollutants from coal burning is still at least five years away...


Trouble Brewing In America's Backyard - by Michael Orme

Mexico as a nation-state is under threat, and with it the US's third largest source of oil. The Federal government does not have the forces to smoke out, let alone counter the drug barons who virtually control such provinces as Sinaloa, Nuevo Leon and Sonora. Nor can they tackle the rebels and privateers who have been disrupting the country's oil infrastructure. There has been a mass exodus from the police and the army in the wake of the assassinations of hundreds of public officials. Indeed, by some definitions, Mexico is no longer a functioning nation state.


BRIC Star Brazil - by Michael Orme

Brazil, Russia, India and China form what Goldman Sachs christened the BRIC a few years back.The BRIC was suggested to become the world's dominant economic group by 2030. Ian Bremmer of Eurasia, sees Brazil as a 'low risk' opportunity when compared to the others. The signs look good under Lula da Silva: Brazil's hyper-inflation has been beaten, it runs a trade surplus of $40bn a year, and is on schedule to repay its international debt.But perhaps the strongest reason to look at Brazil is that it is insulated against some of the biggest problems facing the rest of the world.


Oil: Could This Be The End For Suburbia - by Michael Orme

Is Americas middle class getting stuck up a suburban cul-de-sac, surrounded by for quick sale signs, with a rusting commuter tank in the drive without a fill- up? Not quite, at least not yet, thanks to a robust global economy. True suburban property prices are falling, foreclosures and distressed selling are on a sharp rise - albeit from low bases - and there are rising concerns about petrol and heating costs. But the suburban beat goes on. At most, 10% of suburban households face incipient crisis in the short-term.


The Internet And The Global Brain - by Michael Orme

One of the most powerful new factors in the global economy is the emergence of whats dubbed Generation C. This title refers to tens of millions of people across the world who both consume and create content on the Net. This ranges from blogs and Wikipedia (encyclopaedia) to Flickr (photo-sharing) and the BBCs citizen reporters. Broadband-enabled, and armed with professional class equipment, Generation Cs advance guard is forming a true global brain. Forward-looking companies can tap into this to help them develop new products and services, but incumbents with hardened arteries will find themselves increasingly mugged by them from left field. Apart from the internet, at the core of this new movement is a superficially counter-intuitive notion of property, based on thou shalt share and distribute.


Technology: The Next Wave Of Smart Sensors And Personal Household Robots - by Michael Orme

So we enter the age of the smart sensor. The vision now is to put a personal robot in every home and Microsoft aims to be along with Toyota, Matsushita and others a commanding force in what promises to be big and high profile global market as a new subset of the extended internet. Microsoft has developed a robot development system as a forerunner to orchestrating home robots as peripherals to a PC server via suitably tweaked Windows software to run the home. BTs resident futurist, Ian Pearson talks about the caring economy in which household robots will play a central role. If ever there was a case of an enabling technology meeting a social need, this is it...