Commodities - The Coming Bull Market Message Board

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Strategies & Market Trends : Commodities - The Coming Bull Market

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To: craig crawford who wrote (326)	6/25/2001 2:48:06 PM
From: Skeeter Bug	Read Replies (1) of 1643

>>``Indians are very rigid consumers with fixed habits who tend to underconsume in order to save money.'' Adds BNP Paribas analyst Sujay Mishra: ``Many multinationals have interpreted these numbers wrong ... The Indian middle class may be larger than the U.S. population, but they are far behind in terms of purchasing power.''<< pretty good summary. notice that that there was NO talk of absolute values by coke, etc. they talk %s and growth. why? the absolute values suck relative to current sales. also, coke is cheap. cars aren't. aol isn't. if is sell 1 piece of bubblegum in india i have infinite sales growth. the point? so what? it is meaningless! money can be made, but india and china together will contribute MUCH less than the us to coke's bottom line. oh, and coke is well positioned with inexpensive products. cars? puhlease! ford would do well to have china as 1% of their sales...

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