Firat Ünlü

11 Reasons Why It's Time to Invest in China and 5 Ways to Play It

India is the new Bolivia, so far they managed the easy part (service and IT sector where they had a historical advantage), now let's see how they deal with coming up with jobs for hundreds of millions of people. The number of people living on less than $2/day in India is the same as in sub-sahara Africa, in fact the number has actually risen in the past in India, disastrous 'achievement' considering the environment they'd been in. The tough part is getting proper well-paying jobs for all those which involves a ****load of good governance and careful planning/regulation.
Being poor itself means little but it's a common mistake amongst economists to wrongly project into the future. So far India's GDP is three times larger than that of Taiwan. Now is the time for Indian politicians to rise up and to their properly for once.

11 Reasons Why It's Time to Invest in China and 5 Ways to Play It

Oh, and if anyone thinks that crumbling exports will lead to implosion in China should have a closer look at statistics for countries like Germany where the number of people contributing (social security payments etc) is already smaller than those of people receiving benefits.
Can anyone say imbalance?

11 Reasons Why It's Time to Invest in China and 5 Ways to Play It

Good article, my money's also in China.
Any piece on riots & dissidends I've come across has been poor at best, neglecting political realities within China and historical backgrounds.
Recently there was an article on the China Daily website that announced that measures would be taken to make sure graduates would find a job, as to be expected with such a track-record of being simply competent in doing its job the CCP has managed the biggest short-term danger. Political front is clear, expect more bailouts and additional help for companies, furthermore there's huge pressure on companies not to lay off staff, not to mention that there's always space for an additional worker in China.
I remain highly sceptical about the British pound and American Dollar but given my limited resources I'd play the pound rather than the dollar for the simple reason that the big boy usually has an ace up his sleave.
Why take in the danger of unknown psychologial reactions for the world's reserve currency when you can get similar, if not worse, fundamentals with a much weaker government and currency?

I'll have a closer look at transportation & infrastructure (expect subways to come up in cities you haven't heard of soon) and possible contractors of the defense sector (huge build-up ongoing).
Whatever, the same daft ones that lost their clients 50% last year will miss out on a China rally for being as intelluctually lazy as to not read a few proper books on China and actually talk with ordinary Chinese people.