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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: foundation who wrote (11903)11/26/2006 7:28:32 PM
From: energyplay  Read Replies (1) | Respond to of 218061
 
Wolfensons's staff is making straight line projections on log paper.

To reach these numbers, China will have to grow at 7.5% for 43 years, doubling the economy every 10 years. The next ten years that should be doable. Then what ? How much more can Norht America and Europe buy ? Once China has 90% of the refrigerator market in the US, how does it grow 7.5 % a year in that sector.

Where would the money come from to keep increasing FDI ? Europe, North America and much of Asia are already making very heavy investments in China.

Longer term, China will hit the demographic barrier, with more old people than young people.

As for India, this projection requires a 9% growth rate for the 43 years. As has been pointed out, Overseas Indians, don't invest as heavily in Indian as Overseas Chinese. Also, there is the 60% literacy rate in India.



To: foundation who wrote (11903)11/27/2006 2:08:17 AM
From: TobagoJack  Read Replies (2) | Respond to of 218061
 
folks are still not locked on to the possibility that what is happening in asia is an once in 800 years transformational renaissance - a super cycle inflection point

recommendation: accumulate Au, Ag, Pt, Pd, U, and carbon molecules; forget qcom

am at tokyo airport, and been using mobile skype to sms as well as speak to folks on two continents, for free

qcom could make a difference, but how can it pay out? to shareholders as opposed to managers?



To: foundation who wrote (11903)11/27/2006 3:55:48 AM
From: Maurice Winn  Respond to of 218061
 
Silly extrapolations: <Wolfensohn said that somewhere between 2030 and 2040, China would become the largest economy in the world, leaving the United States behind.

By 2050, China's current two trillion US dollar GDP was set to balloon to 48.6 trillion, while that of India, whose economy weighs in at under a trillion dollars, would hit 27 trillion, he said.
>

Quarter of a century is a long time in politics.

Compare 1980 to now. There will be bigger changes in the next quarter century and they won't just be continuations of whatever seems to be a trend today.

Mqurice