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China's Evergrande Group crisis

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I see your point but comparing china to india is comparing New York to Mali...
China is only a developing nation due to artificial change rate and world bodies manipulation
Exceptfor a few polluting and dangerous industries (chemical industry in my mind) , and export of workers (aka IT), India really lag in my opinion against China..so for what really matters we have no choice and can not use India yet
And India has no real interest to challenge China..I know the border incidents..but not much to win, and a lot to lose
but honestly I have no real clue as to what will unfold..India could side with China and have a win.
Siding with the west does not help them against Pakistan and Bangladesh whereas China has no issue squashing any muslim rising and is a natural ally
 
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An awful lot has changed in both countries since then though. Both are different countries compared to a generation ago.
True. I just wanted to get an idea whether there is more of a Asian crisis contagion spilling over to India from a past perspective.

For our local markets (All Ords: xao) for example it was easy to look up the past and compared to GFC or Covid, Asian crisis hardly made a blip on the chart:

1634046221080.png
 
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I see your point but comparing china to india is comparing New York to Mali...
China is only a developing nation due to artificial change rate and world bodies manipulation
Exceptfor a few polluting and dangerous industries (chemical industry in my mind) , and export of workers (aka IT), India really lag in my opinion against China..so for what really matters we have no choice and can not use India yet
Having never been to either country I'm not overly well educated on the subject but is there anything physically or culturally that's a major barrier to India developing further over the coming years?

Anything that actually stops them apart from getting sufficient investment and so on?

Being a bit trivial here but what I do know is that some stuff I bought online from India recently arrived last week but something bought from China on the same day hasn't arrived yet. :2twocents
 

over9k

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True. I just wanted to get an idea whether there is more of a Asian crisis contagion spilling over to India from a past perspective.

For our local markets (All Ords: xao) for example it was easy to look up the past and compared to GFC or Covid, Asian crisis hardly made a blip on the chart:

View attachment 131443
Yeah but again, both economies are WILDLY different beasts compared to 30 or 20 or even 10 years ago. What might have wiped it off the face of the earth in 2000 may barely even cause a ripple in 2021.


For what it's worth, ignoring india's massive geographical advantages alone, here's why I'm 100% bull on India (I hold INDL) and 100% bear on China:

share-india-china-pop.jpg

Once you add India's massive geographical advantage to this you realise that China doesn't stand a chance.
 

over9k

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Having never been to either country I'm not overly well educated on the subject but is there anything physically or culturally that's a major barrier to India developing further over the coming years?

Anything that actually stops them apart from getting sufficient investment and so on?

Being a bit trivial here but what I do know is that some stuff I bought online from India recently arrived last week but something bought from China on the same day hasn't arrived yet. :2twocents
I've got a couple of Indian mates:

Caste system. The cream doesn't rise to the top in India like it really should. But China's cronyist, so relatively speaking, again, India wins by miles.
 
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It's all about energy ;)
You're preaching to the converted there with that one. :xyxthumbs

Worth noting in that context that China, India, the EU, UK and much of South America all have energy supply problems at the moment and there are others at risk of joining that list too. Engineering technical stuff aside, the economic and political consequences of it are potentially very significant. :2twocents
 
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Having never been to either country I'm not overly well educated on the subject but is there anything physically or culturally that's a major barrier to India developing further over the coming years?

Anything that actually stops them apart from getting sufficient investment and so on?

Being a bit trivial here but what I do know is that some stuff I bought online from India recently arrived last week but something bought from China on the same day hasn't arrived yet. :2twocents
Well going back to basics:
Litterary and schooling Screenshot_20211012_235647_com.android.chrome.jpg Screenshot_20211012_235647_com.android.chrome.jpg
Then cast system, religions and health.
That should be enough to ensure you will not that easily catch up with China
And few places on earth have more money focus than China..which is good...well for business....
 

over9k

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You're preaching to the converted there with that one. :xyxthumbs:xyxthumbs
Hah. Yeah. I think you & I are pretty much entirely on the same page with this one ;)


I keep saying it but Australia has so, so, SO much more leverage on the world stage than people realise. If you need this country's rocks/dirt/minerals in any form (Iron ore, coal, uranium etc) then AU really has you by the balls.

Australia is the entire world's quarry. Last I checked/IIRC, 55% of the entire planet's supply of iron ore came from this country, just as an example.
 
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Some more rats appearing:




Homebuilder Sinic Holdings is the latest to join the ranks of struggling developers

So along with not so Evergrande that's 4 rats making their appearance.

I wonder where the others are? There'll be more, they live in big groups normally not just a few.

Meanwhile the one rat, well mouse, that I actually want hasn't yet made an appearance. That being the remote controlled one I've ordered for the cat - yep, I've bought a remote controlled mouse. Furry mouse that is, not a computer mouse, for the cat to chase. Remote controlled and it's from China, presently somewhere in transit.... :2twocents
 
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I keep saying it but Australia has so, so, SO much more leverage on the world stage than people realise. If you need this country's rocks/dirt/minerals in any form (Iron ore, coal, uranium etc) then AU really has you by the balls.
In the context of uranium, South Australia alone has more than any other country and known deposits exist in NT, Qld, NSW and WA too bringing the Australian total to about 30% of world reserves.
 
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Meanwhile the one rat, well mouse, that I actually want hasn't yet made an appearance. That being the remote controlled one I've ordered for the cat - yep, I've bought a remote controlled mouse. Furry mouse that is, not a computer mouse, for the cat to chase. Remote controlled and it's from China, presently somewhere in transit....

It's probably on a sinking ship at the moment.. :D
 
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Yeah but again, both economies are WILDLY different beasts compared to 30 or 20 or even 10 years ago. What might have wiped it off the face of the earth in 2000 may barely even cause a ripple in 2021.


For what it's worth, ignoring india's massive geographical advantages alone, here's why I'm 100% bull on India (I hold INDL) and 100% bear on China:

View attachment 131444

Once you add India's massive geographical advantage to this you realise that China doesn't stand a chance.
Nice research @over9k , it really shows the high percentage of younger Indian population that could contribute to the economy.
 

greggles

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Yeah but again, both economies are WILDLY different beasts compared to 30 or 20 or even 10 years ago. What might have wiped it off the face of the earth in 2000 may barely even cause a ripple in 2021.


For what it's worth, ignoring india's massive geographical advantages alone, here's why I'm 100% bull on India (I hold INDL) and 100% bear on China:

View attachment 131444

Once you add India's massive geographical advantage to this you realise that China doesn't stand a chance.

This demographic chart tells a story that can't be ignored. It is inevitable that India is going to outpace China economically in the next 10 to 20 years as China runs short of a young labour force to power its economy. Watch Western companies slowly move their manufacturing facilities to India over the next decade.
 
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This demographic chart tells a story that can't be ignored. It is inevitable that India is going to outpace China economically in the next 10 to 20 years as China runs short of a young labour force to power its economy. Watch Western companies slowly move their manufacturing facilities to India over the next decade.
What about automation?
 
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