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Replies to post #8518 on The Rising Influence of Rising Affluence
06/01/14 3:56 PM
There is, fortunately, another way to look at this problem. When investing to exploit The Global Demographic Tailwind, it’s generally safer to focus on companies who provide small- and medium-ticket goods and services rather than big-ticket items that are more likely to become entangled in political pushback and retaliation. For instance, drug/biotech companies—which sell mostly small-ticket items to a large number of people—are generally safer investments than IT and natural-resources companies. Some industrial companies such as 3M (which makes thousands of small-ticket but essential items) also fit the bill.
Another way to exploit The Global Demographic Tailwind with less risk of political retaliation in China is to make goods and services that are used to produce exports to China but are not directly sold there. MON and DE are examples of this kind of ‘TGDT’ beneficiary: they play a critical role in the massive exports of soybeans to China by growers in the US and South America.
06/03/14 2:20 PM
The authorities in China have made Google’s services largely inaccessible in recent days, a move most likely related to the government’s broad efforts to stifle discussion of the 25th anniversary of the crackdown on pro-democracy demonstrators in Tiananmen Square on June 3 and 4, 1989.
In addition to Google’s search engines being blocked, the company’s products, including Gmail, Calendar and Translate, have been affected.
…Unlike the websites of Facebook, YouTube, Twitter and The New York Times, which are reliably blocked by the authorities, Google services are being disrupted in a way that affects about 9 out of 10 Chinese users, according to GreatFire.org. By allowing some access, “the Chinese government is trying to pin the blame on Google,” the GreatFire co-founder said.
…In March, Google began encrypting what is known as search by default in China. The secure system permits users to conduct uncensored searches, an act the government could prevent only by blocking direct access to Google. The authorities have now locked that electronic door, unless Internet users have the right software to pry it open.
06/05/14 4:58 PM
China's powerful state-run television broadcaster criticized Microsoft Corp.'s Windows 8 operating system in a national news show on Wednesday…
In its widely watched noon news broadcast, China Central Television aired a segment that questioned the operating system's security. It quoted people it identified as experts who said that an operating system's maker can obtain user data including phone numbers and bank-account information. "Whoever controls the operating system can control all the data on the computers using it," it said.
10/14/14 7:13 PM
…net income in the period ended Sept. 27 climbed to $3.32 billion, or 66 cents a share, from a profit in the year-earlier period of $2.95 billion, or 58 cents a share. Revenue increased to $14.55 billion from $13.48 billion. Analysts surveyed by Thomson Reuters had estimated per-share earnings of 65 cents on revenue of $14.44 billion.
…Intel projected further growth for the current period, indicating revenue could rise 10%. Shares edged up slightly after hours.
02/09/15 7:26 PM
03/12/15 8:58 PM
Intel Corporation today announced that first-quarter revenue is expected to be below the company's previous outlook. The company now expects first-quarter revenue to be $12.8 billion, plus or minus $300 million, compared to the previous expectation of $13.7 billion, plus or minus $500 million.
The change in revenue outlook is a result of weaker than expected demand for business desktop PCs and lower than expected inventory levels across the PC supply chain.
…All other expectations have been withdrawn and will be updated with the company's first-quarter earnings report on April 14.
04/24/15 1:22 PM
05/04/15 9:41 AM
11/13/15 2:56 PM
…the company projected revenue and profit in the current quarter below analyst estimates. The company cited lower orders due to macroeconomic factors and currency-exchange issues.
…[CEO Chuck Robbins] indicated the problems should ease later in the second half of the fiscal year [CSCO’s FY ends on Jul 31].
In one positive sign, he said Cisco’s orders in China jumped 40% in the first quarter after a long string of declines because of local fears about the security of foreign hardware.
