Where nw for growth?

Discussion in 'General Trading Discussion' started by BudFox, Jul 5, 2014.

  1. BudFox

    BudFox Well-Known Member

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    With the far-east economies finally suffering from wage inflation making them uncompetitive for out-sourcing, where next for big corporations to drive value for investors? Has Africa already been carved up the chinese or is there still scope for infrastructure investment by western corporations?
     
  2. JR Ewing

    JR Ewing Super Moderator Staff Member

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    I have lots of energy names in my portfolio - mainly oil and gas drillers and service names.

    I also have a few tech names that have some unique and highly profitable things going for them.

    And there's always the biotechs - I like to buy pretty long range puts and calls on companies with promising drug pipelines. You can always be pretty sure that they will move one way or another during trials and after the FDA makes decisions one way or another on those who have had successful trials.
     
  3. JR Ewing

    JR Ewing Super Moderator Staff Member

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    I also like oil and gold via ETF. Oil has been moving, and I believe gold will go up significantly from here sooner or later. I also like several other metals, nat gas, and an agricultural index.

    I get exposure to all of these commodities via better ETFs. I don't mess with futures myself.
     
  4. Determined2014

    Determined2014 Guest

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    China is now in the process of carving up Africa, it took up Africa because it had been neglected and under rated, but it is carving up most of Africa, but there still is space for investment.
     
  5. Strykstar

    Strykstar Well-Known Member

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    I think Africa has indeed been carved by the chinese, their hold is pretty steadfast there in countries like Angola and Mozambique.
    I think the next location for companies to outsource to will have to be South America, countries like Brazil and Argentina are already in a phase of development but at the same time they have high rates of poverty, especially Brazil, so companies might take advantage of that.
     
  6. Dola1991

    Dola1991 Member

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    The focus areas for growth would be developing countries because countries such as America have exhausted their domestic capacity, for the most part. This is why jobs are continually being outsourced to poorer countries. The global economic decline can be attributed to the so called "1st world" countries. Africa is a quite obvious choice because of its wealth of resources.
     
  7. mark973

    mark973 Well-Known Member

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    It's pretty sick if you think about it. These people are pretty much now forced to work in factories doing menial tasks for very low wages.
     
  8. Allison2021

    Allison2021 Well-Known Member

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    There has been some reason the Russians have been in and out of Africa for over a century. I cannot discover any factories they have built. The pose Soviet Russians have no influence over any politics, cities, or townships.

    It is true that China is in Central Africa. They are in the process of building roads and rail lines from Central Africa to the west cost. For some reason they want entry and access from the Pacific to the central part of the continent. It has been rumored they want access to the Atlantic as well; however, I cannot find enough information about that. However, I cannot discover any structures or factories they have built. They hardly interact with the people native to those countries.
    Therefore, I believe there is room for others to enter Central Africa to take advantage of lower or the lowest wages possible.
     

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