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Re: DewDiligence post# 4436

Wednesday, 02/29/2012 11:08:35 PM

Wednesday, February 29, 2012 11:08:35 PM

Post# of 30493
What year does China compare to the USA. Their move from the country to the city has happened much faster than the USA did, but best guess as to where China is?

I compare it to the 1980 to 1982 recession. Maybe expanding a bit too fast like Carted did trying to balance the budget with inflation. I don't think they are as bad off as the USA going into 2000 with a realestate bubble forming and the internet bubble both. I feel they have many good years ahead after this Europe debt mess and USA's debt as well maybe is resolved. In the meantime a good place for multinationals, especially food related. I think I posted this, but I checked out a gropup of big foods like ADM, GIS, K, maybe HANS and more and they had a slight increase in the 2000-2002 fall in the US market that saw the NASDAQ lose over 2/3's it's value. Big pharma could do well in a sluggish environment as well?

What big pharma is gaining market share in China? Who is doing best, like 1,2,3

Thoughts or comments?

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