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 Discussion: The Next Trend, No spam please

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dreamer101
post Jul 20 2008, 06:44 PM

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QUOTE(Jordy @ Jul 20 2008, 05:17 PM)
We have seen the previous industry trends, from construction & property, steel, oil & gas and plantation.
Which industry do you think would be in the limelight next? Do you believe when they say the next trend would be the wellness industry? I do felt the same as well. I am in the opinion that pharmaceutical and healthcare industries would be the next trend. What do you think? smile.gif
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Jordy,

Which country?? Which part of the world?? In general, I would say watch China and India. Ask yourself what is needed by China and India. For example, there are quite many waste water treatment projects in China and India. Some Malaysian companies are involved with that.

As for Malaysia, we are and will be in deep slump / recession for the next few years. Hopefully, we can recover but we may never recover.

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dreamer101
post Jul 20 2008, 10:20 PM

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QUOTE(Jordy @ Jul 20 2008, 06:45 PM)
I know the political risks locally, but lets discuss globally smile.gif


Added on July 20, 2008, 6:50 pm

So, you still feel the BRIC will be the next focus? But don't you think the markets there are a bit overvalued?
I am not sure though, but as for China, I think the market has cooled off a little (dropped from a high of 5,000 to the current 2,800). I hope I am not wrong though, but is there any risks of going into these countries now? wink.gif

What about in US? Is there still investing potential there?
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Jordy,

In your original post, you are asking about industry trend. Now, you are talking about stock market. What actually you are interested in?? For example, just because the trend of growth is in India and China, it does not mean you invest in the stock market of China and India. One of the trend is large number of nuclear plants will be built in China and India. You could invest on uranium producing country or people with those technology to build large number of nuclear plants. Ditto on waste water treatment and so on..

A good company is not equal to a good stock aka good investment. They are NOT the same. The stock might be over-valued.

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dreamer101
post Jul 21 2008, 06:49 PM

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QUOTE(Jordy @ Jul 21 2008, 12:49 AM)
dreamer, I think I get your point there. Well, I am more interested in figuring out the next global trend that is going to hit us, and be invested in equities of companies in that particular industry. Like those that foresaw the trend of increasing crude oil prices and invested early into those oil & gas companies would have been harvesting good returns by now. I know it is nearly impossible for an ordinary individual to predict the future trend accurately, but there should be a way to figure out the next possible trend IF we knew where we are heading into smile.gif

The reason for me to believe that the next trend could be in pharmaceutical and healthcare is very simple. As our average lifespan is getting shorter due to advances in technology and increasing pollution, people would tend to seek medication or supplements to sustain a healthier and longer life. There will be more people getting sick especially with the unhealty lifestyle that most of us are going through, so the growth rate in pharmaceutical companies should increase. I might be wrong though, so please correct me if you think I am going into the wrong direction smile.gif
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Jordy,

1) During California Gold Rush, not many people found gold. But, Levi's jean was founded and Levi got rich from selling jean to people looking for gold.

2) You would have MAKE a lot more money if you speculated on alternate energy companies instead of OIL and GAS companies.

3) I believe OIL and GAS is in for a shock correction. There is NO SHORTAGE. And, the Americans are adapting more fuel efficient cars. This is habit changing and the long term demand will be down.

<<The reason for me to believe that the next trend could be in pharmaceutical and healthcare is very simple. As our average lifespan is getting shorter due to advances in technology and increasing pollution, people would tend to seek medication or supplements to sustain a healthier and longer life. There will be more people getting sick especially with the unhealty lifestyle that most of us are going through, so the growth rate in pharmaceutical companies should increase. I might be wrong though, so please correct me if you think I am going into the wrong direction smile.gif>>

4) Idea is RIGHT but the reasons for the trend is WRONG.

5) The reasons for growth in pharmaceutical and healthcare is because

A) China and India -> More people can afford healthcare.

B) People in developed countries has longer life span

But the problem with pharmaceutical is GENERIC DRUG. Which is a big industry in India. It drive down the prices.

First law of marketing . The market is formed by PAYING CUSTOMERS. If people do not have MONEY to buy your stuff, they CANNOT be your potential customer.

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dreamer101
post Feb 10 2009, 11:26 AM

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http://www.forbes.com/2008/12/15/byd-hybri...5markets04.html

All,

How about this?? A plug-in hycrid car from China at USD 22K


Dreamer

 

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