China may have some crisis in their stock market and real estate market but there are wonderful opportunities as well.
The Chinese are the world’s most interested users of mobile technology and social media. In the Internet, it is winner-take-all.
There are a lot of world-class Chinese companies. In addition, companies such as Apple, Ford, GM and Starbucks could be some winners in the Chinese market.
There are companies that will benefit from the rapid growth in online consumption.
China has large number of mouths. They will have to import more protein stuff to feed their population as they have less arable land. Chinese consumer staples are going to be big business in the coming decade. Countries such as the USA, Australia and New Zealand will have more opportunity to export their protein products to China in the coming two decades.
This will lead to lower farm land prices as well as lower property inflation in this region. Otherwise not only land prices but also food pries could go up dramatically.
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