Demographics are the closest thing out there to a reliable fortune teller. A nation’s destiny is foretold in its people; the makeup of the population determines what work will be done, what goods will be in demand, and which politicians will take power. Changing demographics are driving growth in India and China, but they are… [Read More]
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Tag: Emerging Markets for Dummies
Infrastructure Spending, in China and Elsewhere
China has been spending enormous amounts of money on infrastructure. The US should be spending more money in infrastructure. Brazil is embarking on an infrastructure program in advance of the 2016 Olympics. Is this good, bad, or ugly? For the most part, infrastructure is good. We need roads to get around, railroads and shipyards to… [Read More]
China, Japan, and the Communist Party Central Committee
China is in an interesting state right now. There were protests over the weekend, some violent, against the Japanese and against the Americans for not taking a firmer stand against the Japanese. Even Chengdu had protests, and that’s not a city known for being feisty. The peppers in the food make the women beautiful, I… [Read More]
Pussy Riot, Emerging Markets, and Social Investing
Punk’s not dead in Russia, although it will be going to prison for a while. Three members of the band Pussy Riot have been sentenced to two years in prison for a protest against both Vladimir Putin and the Russian Orthodox Church. Whether or not you agree with them, their protest would be legitimate in… [Read More]
A Wrap-Up of My China Trip
I’m back in the states! Here are my general observations on this past summer: Noodles. I love noodles. I am looking for noodle recipes and probably making a trip soon to Chinatown for supplies. Chengdu is known for food, and even a vegetarian can eat well (assuming, of course, that she likes noodles and spice!)… [Read More]
