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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: Cogito Ergo Sum who wrote (8166)	10/24/2021 3:42:01 AM
From: elmatador	1 Recommendation Recommended By pak73 Read Replies (1) \| Respond to of 13795

Canada needs to pay its pensioners. The structural change is not about developed countries. It is about emerging markets. A change of the flow of capital to the emerging markets where they will find return to their pensioners' investments. I am not saying, obviously, that ALL the money is about to move there, but a higher % of it. Which will be more than enough to kick start a wave of growth there.

To: Cogito Ergo Sum who wrote (8166)	10/24/2021 4:20:37 AM
From: elmatador	Read Replies (1) \| Respond to of 13795

You may recall when I told Huawei, almost 4 years ago to change. The Economist now tell the same thing My article Huawei Needs New Direction Huawei is way too closed. openness leads to inventiveness and usefulness If Huawei wants independent thinking. It needs to open up. linkedin.com The Economist article below Huawei, a chinese firm emblematic of the breakdown in Sino-American relations, makes for a perfect business-school case study. Less than two years ago the company, based in the southern boom town of Shenzhen, had not only surpassed Nokia and Ericsson, its Nordic rivals, to become the world’s leading supplier of telecoms infrastructure. It had also overtaken Samsung to become the biggest seller of mobile phones. Like all good case studies, it has vivid characters, from its founder, Ren Zhengfei, a former army officer and engineer, to his daughter, Meng Wanzhou, just freed from a starring role in the first prisoner-exchange drama of the tech cold war. It is a groundbreaking firm. Like Japan’s Sony in the 1980s, it helped change the perception of its home country from one of cheap knock-offs to eye-catching innovation. And its very future may be in peril. With the long arm of American law enforcement around its neck, it is being throttled by a lack access to cutting-edge technology, such as 5g smartphone chips. The question is what Huawei ought to do next. Should it tough out American sanctions and hope, as Victor Zhang, its global vice-president, puts it, that its research and development (r&d) budget, a whopping $21.8bn last year, can “fertilise” a new array of business activities that will redefine its future? Or should it instead quietly break itself up, dispersing a 105,000-strong army of engineers to seed a flurry of new ventures? In short, should it remain a tall poppy or let a hundred smaller flowers bloom? https://www.economist.com/business/2021/10/23/huawei-should-dissolve-disperse-and-seed-chinas-high-tech-future