Estimados Inversores y copiadores.
No es la primera vez que escribo sobre el potencial de China y los países de Asia en general, siento que pasan los meses y seguimos sin ver en el precio de las acciones el tremendo potencial de ese mercado.
Si consideramos la demografía y el consumo emergente, 𝙊𝙧𝙞𝙚𝙣𝙩𝙚 𝙥𝙧𝙚𝙨𝙚𝙣𝙩𝙖 𝙢𝙖𝙮𝙤𝙧𝙚𝙨 𝙤𝙥𝙤𝙧𝙩𝙪𝙣𝙞𝙙𝙖𝙙𝙚𝙨 𝙙𝙚 𝙙𝙚𝙨𝙖𝙧𝙧𝙤𝙡𝙡𝙤 𝙚𝙢𝙥𝙧𝙚𝙨𝙖𝙧𝙞𝙖𝙡 𝙥𝙤𝙧 𝙢𝙖𝙨 𝙦𝙪𝙚 𝙡𝙖𝙨 𝙚𝙢𝙥𝙧𝙚𝙨𝙖𝙨 𝙤𝙘𝙘𝙞𝙙𝙚𝙣𝙩𝙖𝙡𝙚𝙨 𝙨𝙤𝙣 𝙖𝙘𝙩𝙪𝙖𝙡𝙢𝙚𝙣𝙩𝙚 𝙢𝙖́𝙨 𝙜𝙧𝙖𝙣𝙙𝙚𝙨 𝙚𝙣 𝙫𝙖𝙡𝙤𝙧, el ritmo de crecimiento y el potencial de consumo en Asia sugieren una tendencia de convergencia y eventualmente, de superación en términos de magnitud de mercado.
Si comparamos Occidente (principalmente Norteamérica y Europa) frente a Oriente (Asia, con China e India a la cabeza) Occidente, con una población de aproximadamente 1.100 millones de habitantes, representa economías maduras con alto poder adquisitivo. Empresas como Apple (capitalización de mercado aproximada de $ 2.8 billones) y Microsoft ($ 3.0 billones) dominan sectores claves, son mercados desarrollados pero con un crecimiento demográfico más lento, se están estimando crecimientos del 3-5% anual en sectores líderes.
Oriente por su parte, ya superando los 4.500 millones de habitantes (China con ~1.400 millones e India con ~1.400 millones), ofrece un tremendo potencial de crecimiento impulsado por una vasta 𝙥𝙤𝙗𝙡𝙖𝙘𝙞𝙤𝙣 𝙟𝙤𝙫𝙚𝙣, 𝙪𝙧𝙗𝙖𝙣𝙞𝙯𝙖𝙘𝙞𝙤𝙣 𝙮 𝙚𝙡 𝙖𝙪𝙢𝙚𝙣𝙩𝙤 𝙙𝙚 𝙡𝙖 𝙘𝙡𝙖𝙨𝙚 𝙢𝙚𝙙𝙞𝙖. Empresas como Tencent (capitalización de mercado aproximada de $ 450 mil millones) y Alibaba ($ 180 mil millones) son gigantes en sus mercados. El crecimiento proyectado para sus sectores de tecnología y consumo podría superar el 8-12% anual en las próximas décadas.
Entonces vuelvo al punto central, mientras Occidente ofrece estabilidad y madurez, el futuro del crecimiento y el consumo global se inclina hacia Oriente, impulsado por su masiva población y economías en expansión.
En mi cartera estoy posicionado con variadas inversiones de empresas asiáticas y mi idea es incrementar estas posiciones.
¿Ustedes que piensan hacer?
Saludos.-
@diegofj$CHINA50... Show More Translate
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