proelite
Junior Member
Yeah, the whole demographic collapse thing is purely Western clickbait. It never made sense when they cited both youth unemployment and demographic collapse in the same article as economic "headwinds".
Chinese Economics Thread
- Thread starter Norfolk
- Start date
Yeah, the whole demographic collapse thing is purely Western clickbait. It never made sense when they cited both youth unemployment and demographic collapse in the same article as economic "headwinds".
Demographics as a problem in 2024 is a figment of MSM reports' imagination - as you said this is a 30-40 year problem; not imminent and certainly not what is important today.
Financial performance of the top electric 2/3-wheelers in China.
Looks like Ninebot has by far the best gross margins at 30%. Yadea is surprisingly below 20% despite being the market leader. Niu is also losing money despite a 17% gross margin.
I recall there was a debate about the so called "lack of necessity" or the "fully penetrated nature" of ACs in China a few pages back...
Like seriously, what in the world are you smoking if you believe China has all the ACs it needs/wants just because the market doesn't "grow that much anymore".
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Interesting times ahead, I think Trump will tariffs not only China with 100%, but more countries
Step 1: Companies not growing revenues/earnings:
Step 2: Companies drastically cuts hiring (impact to wage earners):
Step 3: Companies paying out more cash to shareholders (capital holders)
Step 2: Companies drastically cuts hiring (impact to wage earners):
Step 3: Companies paying out more cash to shareholders (capital holders)
proelite
Junior Member
Do these include domestic firms? Also, seems like Exhibit 5 is showing a cyclical pattern with a cycle of 3 years.
A + H + ADR, as clearly stated in Exhibit 5
Hey @doggydogdo & @Michaelsinodef is this rEtIrEmEnT driven too?
Cycles don't happen themselves - look at TSF growth in 2015 vs 2016 and 2020 vs 2021
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Ye, looking at the old years it looks like deflation sucks I remember 2015, and the economy sucked that year
