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


To: elmatador who wrote (100238)4/21/2013 9:29:28 AM
From: arun gera  Read Replies (3) | Respond to of 217603
 
>What can the Chinese clique do now that The model (exporting China's way out of poverty) is exhausted?>

A $1 clothing item from China sells at $20+ in USA. The $19 is circulated in US. If Chinese companies can cultivate good designers and improve branding, there is 20 years of profits ahead.

Similarly, South Korean cars were horrible 25 years ago. Now they are almost on par with Japanese and American cars and the pricing is almost there too. I believe the Chinese cars (Geely) etc are much better than Korean cars of 25 years ago.

In computers, Lenovo took over the unprofitable business of IBM and has kept it alive. Now IBM has sold Lenovo its Windows server business too.

Foxcomm is one of the biggest and adept assembler of electronics. The Post PC world is generating more devices than ever.

I am sure that there are hundreds of other Chinese companies in their own niches that are almost world class.

-Arun



To: elmatador who wrote (100238)4/21/2013 4:39:04 PM
From: THE ANT2 Recommendations  Respond to of 217603
 
Agreed,no one has done as well as Brazil in fostering the consumer.Still Brazil will be dropping rates again before long and must go on an infrastructure spending spree.Reverse payback.Michael Pettis remains a must read