Results 1 to 20 of 52

Thread: the strong usd

Threaded View

  1. #25
    Join Date
    Aug 2007

    Default Re: the strong usd

    Quote Originally Posted by dcarrigg View Post
    13 - Trump years
    Long term plan to 2025: Align manufacturing, R&D, and defense sector. Reform the military. Establish a soup-to-nuts domestic-sourced defense industry. Short term plan to increase role globally in production chains and international investment.

    I mean, when they pick something, they seem to really throw everything at it. So it will be interesting to watch this new one play out. The pivot to world power is obviously planned to begin around 2025.

    Propaganda is good. China's biggest problem today is demographics and they haven't found a solution yet.

    China's working population has peaked in 2015-2016, the rapid drop in consumption growth data coincides with this change. My sources are telling me that the bulk of discretionary consumption un China are by 20 something "adult kids" in single child familes (virtually every family).

    Although working, they are still being supported by their parents in their 50s (they are still working) - yes, many receive lots of extra cash from their parents - not surprising as single childs are much dotted, especially sons. Living with their parents, they don't need to pay rent so this adds to their disposable income -

    As their parents age, retire and become bogged down by their own medical bills, this source of additional disposable income will dry out. This is when China's consumer spending will fall like a rock. It could come as early as 2025 and there is no solution.

    Trade war or not, China's consumer market will stall after 2025 or earlier.
    Last edited by touchring; 09-16-18 at 01:40 AM.

Similar Threads

  1. Replies: 16
    Last Post: 11-16-13, 08:03 PM
  2. Replies: 0
    Last Post: 08-18-13, 01:37 PM
  3. Replies: 22
    Last Post: 03-07-09, 08:43 AM
  4. Why is the yen so strong?
    By mattley in forum Ask iTulip
    Replies: 6
    Last Post: 10-08-08, 10:01 AM
  5. Replies: 0
    Last Post: 09-26-08, 09:23 PM



Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
Opinions expressed herein are those of the posters, not those of iTulip, Inc., its owners, or management. All material posted on this board becomes the intellectual property of the poster and iTulip, Inc., and may not be reposted in full on another website without the express written permission of iTulip, Inc. By exception, the original registered iTulip member who authored a post may repost his or her own material on other sites. Permission is hereby granted to repost brief excerpts of material from this forum on other websites provided that attribution and a link to the source is included with the reposted material.

Nothing on this website is intended or should be construed as investment advice. It is intended to be used for informational and entertainment purposes only. We reserve the right to make changes, including change in price, content, description, terms, etc. at any time without notice. By using this board you agree that you understand the risks of trading, and are solely responsible for your own investment and trading decisions. Read full legal disclaimer.

Journalists are not permitted to contact iTulip members through this forum's email and personal messaging services without written permission from iTulip, Inc. Requests for permission may be made via Contact Us.

Objectionable posts may be reported to the board administrators via Contact Us.