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Time to have some exposure to baby-related stocks that have businesses in China?
Offhand i can only think of Hengan International(diapers), Biostime(milk powder). Will be happy to hear from other members here.
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31-03-2014, 01:28 PM
(This post was last modified: 31-03-2014, 01:33 PM by CityFarmer.)
(31-03-2014, 01:25 PM)yawnyawn Wrote: Time to have some exposure to baby-related stocks that have businesses in China?
Offhand i can only think of Hengan International(diapers), Biostime(milk powder). Will be happy to hear from other members here.
I don't think the policy change will trigger a baby boom in China. There are more than just the policy that causing the low fertility rate in China nowaday
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China will have a declining population sometime 2030s. It's just maths
If I am the Chinese government I will learn from Singapore and other developed world that it is time to loosen the population control substantially. Urbanisation is the best contraceptives. I would start to encourage 3 children in the city instead of just allowing 2.
Agree with Cityfarmer. If anything the spurt in babies will come from the rural areas. For the cities I think the next dragon year would have a bigger impact than this "rule relaxation"
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(31-03-2014, 03:45 PM)specuvestor Wrote: China will have a declining population sometime 2030s. It's just maths
If I am the Chinese government I will learn from Singapore and other developed world that it is time to loosen the population control substantially. Urbanisation is the best contraceptives. I would start to encourage 3 children in the city instead of just allowing 2.
Agree with Cityfarmer. If anything the spurt in babies will come from the rural areas. For the cities I think the next dragon year would have a bigger impact than this "rule relaxation"
A search via google, gives the following
Singapore birth rate increased by approx 10% in last dragon year, while Hong Kong was about 20%. The expected hike for 2nd child policy is 12%, base on the numbers given. (2m/16.4m = 12%)
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Agree. It doesn't sound politically correct but the incentives structure definitely changed from rural to urban. It even changed for the men as the cost of living soars. Raising a 天生天养 child in the village is very different from raising one in the city
Before you speak, listen. Before you write, think. Before you spend, earn. Before you invest, investigate. Before you criticize, wait. Before you pray, forgive. Before you quit, try. Before you retire, save. Before you die, give. –William A. Ward
Think Asset-Business-Structure (ABS)