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


To: TobagoJack who wrote (113518)9/19/2015 8:43:30 AM
From: elmatador  Respond to of 217547
 
You paint the whole picture:
China Industrial Revolution completed. Let's compare with the Western type of Industrial Revolution
There is a difference between westerner and China's Industrial Revolution.

Europe Industrial Revolution took raw materials from colonies and by prices negotiated by force and buying good behavior of the raw materials suppliers
China has to pay full prices and the vagaries’ of the market

That means China have been having a costlier Industrial Revolution as compared with Europe Japan and the US

Europe Industrial Revolution created urbanization.
China's want to fine tune urbanization by agricultural re-settlement

Europe, after Industrial Revolution, wanted self-sufficiency in food to feed the urbanized mass.
China's fine tuning its agricultural sector. Means:
First granting access to land, which is the easier part
Second will surely subsidize the farming sector as the Europe, Japan and Europe do.

I see, overall, a China de-globalizing and returning to itself:
Basically saying: Let's make an economy that we can control and bet less at the mercy of the international market forces..

But is tough to feed 1.2 billion people who wants more sophisticated food:
Demand for soybean as food, feed and oil has soared as China’s economy booms and eating habits change. China is now the world’s largest soybean importer – bringing in more than 80 percent of the soybeans consumed, mostly from Brazil and the United States.

State directed farming sector is challenging.



To: TobagoJack who wrote (113518)9/19/2015 11:20:54 AM
From: elmatador  Read Replies (1) | Respond to of 217547
 
China transition happens within the Great Unwinding story:

As China transitions from an economy based on building things to one based on selling products to consumers, negative trade figures like this are likely inevitable. On the bright side for China, food imports to the country were up 25 percent, evidence that Chinese consumers are pulling their weight in these otherwise tough economic times. But they’re not yet contributing enough to China’s economy to deliver the rapid growth China enjoyed during the golden years of its big investment boom.

We have the Great Unwinding and coincidently the Chinese transition. A story within a story.

Chinese leadership is getting the grips on how to supply the Chinese consumer demand. Food is case in point.

But note that to change the direction of a juggernaut economy based on building things to an economy that produces and sell to consumers, is not something that changes overnight.

From 1979 to 2002 when China's weight have been felt, took 2 decades. This transition will take a good decade to be felt. But don't expect a big bang explosion of this consumer-led economy.