China - Hall of Fame Articles

Re: China - Hall of Fame Articles

Postby winston » Sun Jun 09, 2019 8:34 am

Theme #3: Real Estate -- all of these people moving to the cities will need a place to live. The simple laws of supply and demand tell us that real estate prices will be much higher in the coming decade.

The combination of urbanization alongside normal growth points to the need for 115 billion square feet of housing in the next 15 years. For context, that's approximately 37 Londons or 29 New York Cities!

Keep an eye on a few large Chinese real estate developers that will be the beneficiaries of this massive growth.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104783
Joined: Wed May 07, 2008 9:28 am

Re: China - Hall of Fame Articles

Postby winston » Sun Jun 09, 2019 8:36 am

Theme #4: Demographics & Healthcare -- China's population is aging ... and fast.

The median age in China is 37. By 2040, that number will have increased to 47. Monaco is the only other country in the world with a higher median age.

One of the most obvious ways to play this will be through healthcare investments as the Chinese population experiences more age-related health issues.

The unfortunate rise in health issues will result in a massive healthcare spending boost by both the government and private sector. Healthcare spending is predicted to account for 17.1% of China's GDP by 2028, up from 11.3% last year.

Based on the sheer number of Chinese who will require medical attention in the coming decades, there is huge upside for healthcare-related companies.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104783
Joined: Wed May 07, 2008 9:28 am

Re: China - Hall of Fame Articles

Postby winston » Sun Jun 09, 2019 8:57 am

Theme #5: Transportation 2.0 -- electric and autonomous vehicles will lead the $7 trillion disruption of the traditional vehicle industry.

China is already the leader in electric vehicle (EV) sales and production. In 2018, 876,000 EVs were sold, accounting for 60% of global sales and production. The U.S. is well behind at just 361,000 units, or a little over 40% of China's sales.

According to Bloomberg research, the number of EVs on the road is set to explode in the next 20 years, and China is clearly well positioned as a first mover within the industry.

The trend is unstoppable, and it is in these early innings that we can make the big money.

Source: Investor Place
It's all about "how much you made when you were right" & "how little you lost when you were wrong"
User avatar
winston
Billionaire Boss
 
Posts: 104783
Joined: Wed May 07, 2008 9:28 am

Previous

Return to ASIA, OCEANIA & AFRICA: Data, News & Commentaries

Who is online

Users browsing this forum: No registered users and 2 guests

cron