https://www.scmp.com/news/china/econ...ckles-risk-and
theres other figures as well. need to remember even a small slow down in china is big stuff ..... tarriffs will slow china growth more
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https://www.scmp.com/news/china/econ...ckles-risk-and
theres other figures as well. need to remember even a small slow down in china is big stuff ..... tarriffs will slow china growth more
I'm only going on what I hear and read. And by hear, I mean on the likes of the BBC. Yeah, I know they get reporters in and are somewhat pessimistic, need to spin a tale and pump out some content, but I'm trying to stick to facts. Otherwise, what else is there to go on?
I hope most of it is wrong.
With all the so called positive news surrounding A2 in the last 3-6 months .....the SP is a tad disappointing.
I stopped reading past the headline, "Economy grew 6.7 per cent in second quarter from a year earlier", basically already contradictory to the clickbait title....name me another country that can match 6.7% gdp growth bull
yes yes seems like the bears have nothing better to say in 2018 than the same old tariff news, a slight market correction in response to a weaker yuan(which is actually done on purpose by PBOC in response to the US tactics)...whoop de doo must be the next GFC already
actual statistics is your friend http://www.imf.org/external/datamapper/index.php
guess we will find more clarity end of the mth , next year a2 fortunes will become more apparent
China relaxed their one child policy in 2015. Makes no sense at all that birth rates would be declining. Until someone posts a link from a credible source I remain of the view that the long run trend is for increased IF consumption.
https://www.straitstimes.com/asia/ea...aily-columnist
"China's negative population growth, many demographers believe, will begin around 2025, with the overall population declining from 1.39 billion last year to about 1 billion in 2067 and the ageing population continuing to rise"
I think the focus for A2 should be to grow their market share and hold or grow current margins because lets face it, this is a pretty big market. If China success can translate to rest of Asia, the population size is 4x higher and therefore plenty of growth opportunities.
That's because it's not declining. 2016 saw the highest number of births since 2000. 18.5 million babies born in Chinese hospitals in 2016, an 11.5% increase on 2015. The birth rate has actually been on the increase since about 2010 and levelled off slightly last year.
What a quote like this neglects is currently many of Chinas current population can’t afford or justify a relatively expensive branded product like A2 even with a population declining the average incomes are rising significantly over time meaning a much higher proportion can afford or justify A2’s product and therefore their available market within China should actually be growing over time even with a smaller population.
edit; thats assuming the population actually declines which I’m not sure it will