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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
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To: Maurice Winn who wrote (7614)6/28/2021 1:15:05 AM
From: elmatador   of 13798
 
The higher a developed economy is, the bigger the role of Intellectual Property (IP) play a role on the market.
I derive 2 implications but I will do a deep thinking on the subject in the next months.

First implication:
Businesses in the developed countries are not interested in building things like roads or bridges, new factories or buy equipment. Which means no capital expenditures nor economic growth. And consequent no inflationary.

intellectual property such as software is claiming a greater percentage of capex budgets, according S&P Global data.
Buried in the US government’s details of business investment, intellectual property, which includes software, drew $1 trillion in the second quarter, compared with only $406 billion in the second quarter of 2002.
gfmag.com

Second implication. China
A proof of the importance of the Intellectual Property role in the advanced countries is the pressure on China:
As log as China was doing the heavy lifting, the West was not bothered.

Once China went for the sector dominated by the western countries (Made in China 2025) attacking Industry 4.0, the western governments reacted.

China make T-shirts, electronics in short, being the factory of the world, isn't a problem. The problem is China becoming an IP powerhouse

Just these two implications are enough food for though for intelligent people to think about the ramifications flowing from it.

Aim am going to go deep into that
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