Replies to post #4436 on The Rising Influence of Rising Affluence

[wow_happens28]

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?

[wow_happens28]

Two China stories make case for multinationals

To get into China is not easy and IMO, it is close to impossible for little companies>>>
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The new Chinese economy: Emerging, emerged, disruptive...

China is not an emerging market; it is well and truly emerged and continues to change at a rapid pace that will go on disturbing the global food and beverage market for years to come, according to expert.

http://www.foodnavigator-asia.com/Markets/The-new-Chinese-economy-Emerging-emerged-disruptive

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Chinese burns, bans and booms: The new food business paradigm

China’s food and beverage sector is booming but underpinned by a painful past that continues to influence consumer sentiment and government regulations, says an author whose book is banned in the country.

http://www.foodnavigator-asia.com/Markets/Chinese-burns-bans-and-booms-The-new-food-business-paradigm

[wow_happens28]

SE ASIA Bloomberg video

Herald van der Linde sounds like he reads this board--"Quality stocks that have done well for a number of years", and he is "cautious".

http://www.bloomberg.com/video/87517792/

[DewDiligence]

A contrarian view of China’s contribution to The Global Demographic Tailwind:

http://www.economist.com/node/21553056?fsrc=scn/tw/te/ar/chinasachillesheel

I see a pretty big fallacy in this argument. Do you?