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PR Newswire
21-12-2011, 09:40 AM
Hi all,
Instead of seeing so many doom and gloom reports, let us focus on the glass being half full and share what are the possible markets of growth after the debt crisis in US and Europe, real estate crisis in China.
The last crisis in 2008 we observed the rise of real estate throughout Asia, Facebook and social networking media and failed alternative energy industry. What would we expect in the next upturn?
My view is that inflation will be the main theme for next couple of years and with all heavy industralists countries (US, Europe & China) and high consumption countries in a mess, this will lead to reduction in demand for non-essential goods and services like technological gadgets, travel etc. I am also not so positive on real estate development due to over-supply.
What I think might be interesting would be the food / agriculture and maybe defence industries. The former is due to the unchecked population growth e.g. reports of cocoa will soon be so expensive that it will not be affordable. The latter is due to increased tension as countries start to de-globalise and returns to self-sustainability but at the same time increase in hostility.
Instead of seeing so many doom and gloom reports, let us focus on the glass being half full and share what are the possible markets of growth after the debt crisis in US and Europe, real estate crisis in China.
The last crisis in 2008 we observed the rise of real estate throughout Asia, Facebook and social networking media and failed alternative energy industry. What would we expect in the next upturn?
My view is that inflation will be the main theme for next couple of years and with all heavy industralists countries (US, Europe & China) and high consumption countries in a mess, this will lead to reduction in demand for non-essential goods and services like technological gadgets, travel etc. I am also not so positive on real estate development due to over-supply.
What I think might be interesting would be the food / agriculture and maybe defence industries. The former is due to the unchecked population growth e.g. reports of cocoa will soon be so expensive that it will not be affordable. The latter is due to increased tension as countries start to de-globalise and returns to self-sustainability but at the same time increase in hostility.
