Monday, November 1, 2010

Looking for the next wave of growth in the big bull stock boom

 (My Hongo readers. want my friends to get some important revelation from bloggers Economic stabilization .--)
short term, China's stock market, money has become increasingly less important effect. For most people still consider the ; or level, the future may be up 5 times or more times the stock up.
looking for future growth in China, the big bull stock boom, do not overlook the generous government bailout of government in a strong hand are not real vision. So, the next wave of new wave of economic growth and a new round of bull market cycle, the Chinese who will actually perform, what does? author believes that:
1,2018 500-year pattern of .2008 9 July,cheap UGG boots, enterprises in the list, but the list were companies in mainland China, only the first time the association was not nominated .10 years after the state-owned monopoly, with the continuing recession in the U.S. economy, China will become the world's leading top 500 list in the Chinese companies will be greatly increased and far more than the United States. the next 10 years, the adjustment of China's manufacturing industry, but moved to the mainland from the coast. the world's manufacturing center in Southeast Asia will not be, not to Africa, China's status as a world manufacturing center , 10 or 20 years will not change. We expect that by 2018, Fortune 500 companies, Chinese companies have today is not the sense of Chinese companies, big and strong are two completely different concepts, for businesses words, sustainable profit growth and healthy financial position and provide shareholders with the ability of a continuous increase in revenue, is the most meaningful things. the next 10 years, Chinese companies also operate through the international capital market, relying on big mergers and acquisitions and other means market-oriented company. Meanwhile, the next 10 years is the rapid growth of domestic demand in China for 10 years, domestic demand-oriented enterprises will enter a large number of Fortune 500 industries.
2, the next 10 years is still based on domestic consumption-driven mainly of large judgments. now entered the top 500 Chinese enterprises, the overwhelming majority of resource monopoly-type enterprises, not big in the market competition. These companies go back more, competitiveness will be worse. Apple did not 2008 became a major crisis in 500 years, but Apple is the world's strongest enterprise IT areas, because of its ability to innovate, Apple's profit margins should be far more than other similar businesses. trying to be very easy, by administrative order or is the policy preferences become big business, but must have a strong need to do two things: First, a competitive advantage over competitors can be reflected in the many; Second, there is market competition, consumers have a strong control over, or consumer you have a lot dependent. so I do not optimistic about 2008,UGGs, 500 came in front of Sinopec and PetroChina. This is the one; second, the future will gradually go out of Chinese enterprises,UGG boots cheap, the development will be leap, you can get the rapid expansion of overseas enterprises mergers and acquisitions. the next 10 years is the rapid growth of domestic demand in China for 10 years, according to the Chinese economy over the next 10 years, domestic consumption is still the main driver of this great judge, 3 industry, may create more much wealth, or some more investment opportunities: the first is to seize the global industrial transfer of the industry; the second is a new generation of life, including the middle class, 80, 90 and the elderly after the team's demand arising from growth, reflecting the most obvious is the communication entertainment and retail; third is the deregulation area, also called a weakening or lifting of the field of regulation. The most typical is the financial investment. I like: (1) TMT industry, mainly because the industry is relying on the rise of market forces; (2) and mobile applications related industries, the future mobile Internet should be a big business; (3) consumer goods industries, in consumer-driven, the future of China there could be similar to the Coca-Cola, Procter & Gamble and other big companies like; (4) financial services companies. In addition, the video services industry, health industry and the development of environment-related industries should also be good. from the industrial point of view, the most development the service industry, environmental industry, energy industry. the next 10 years is an important era of energy transformation.
is worth noting that is still my most optimistic about financial services, now is they take the U.S. subprime mortgage crisis Weight vibration the best chance of China's financial glory. I was the most promising of these big firms such as Industrial and Commercial Bank, as China's financial industry is in rapid development stage, the bank is also actively expanding overseas. I am also optimistic about China Unicom, it is fully possible integration into the world top 500. I am also optimistic about the e-commerce, all things can be standardized, all the way for the use of e-commerce transactions. I also optimistic about the pan-media and health industry. With the rise of the middle class in China and development of generation, the future 10 years, people enjoy the spirit of consumer spending, consumer health protection will be more and more. Finally, the agricultural modernization is an important industry concern, government policies are tilted to increase the intensity, it is optimistic about its future.
3, the next 10 years the core competitiveness. China is good long-term economic decisions to the Chinese enterprises can enter the key 500. now 500 Chinese companies are mostly state-owned monopolies,bailey UGG boots, their own lack of core competitiveness. global integration capabilities, talent, innovation, will be the next 10 years, Chinese enterprises the ability of most needed. Chinese and international companies are now the biggest gap is in technological innovation, brand operation. But the key to the next 10 years is a competitive talent. Chinese enterprises to tap the global talent has been the capital. more efficient co-ordination of global resources in the future competition may be the most powerful weapon, the current Chinese enterprises lack a global perspective and knowledge. Chinese enterprises to future needs: (1) strong brand; (2) to have independent innovation and technology for the Chinese market and business model; (3) business success in obtaining a first step, there must be able to embrace the new changes in the heart and courage, ready to meet new challenges ; (4) integration capability. In short, 10 years after the core competitiveness of Chinese enterprises is mainly reflected in three areas: productivity, innovation and service improvement. the greatest shortages of Chinese companies will be global perspective, the moral bottom line and risk awareness.

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