SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Maurice Winn who wrote (7873)9/12/2021 4:32:31 AM
From: elmatador1 Recommendation

Recommended By
DinoNavarre

   of 13780
 
Recap:
CAPEX Collapse 2010 - 2016 was tough to navigate

Then a double whammy. Trump changes in taxation sucked money into the stock market as companies engaged on stock buy back.
2017 - 2019

Then, the icing on the cake, the Covid thing.
2020 - on going
But I saw things improving already by end 2019 beginning of 2020 as CAPEX were going up to recover from the CAPEX Collapse.

Meanwhile there is the friction US - China Economic War.

Each one observing the other. Me I am observing this:
China is going to be saddle with million of elderly folks
China expected to have 300 million senior residents in five years
The Ministry of Civil Affairs released a report on Friday which said that by the end of 2019, 12.57 percent of China's population was aged 65 or above. That demographic will reach 300 million during the 14th Five-Year Plan period (2021-25) and the government will issue specific policies to tackle the challenges.
https://www.globaltimes.cn/content/1204581.shtml


That means China will not be building too many fighter jets and warships. The profile of the economy will change.
In 2030 we will have a different China.

THE RETURN OF THE POLE CLIMBER

The Chinese pulled out of the emerging markets ´



so there are different types of financing being thought to fill the vacuum
Private capital.
That means governments need to step up the ante to have infrastructure built.

That is not only energy. Telecoms is the same. China is vanishing from the merging markets and returning home.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News