Tuesday, September 26, 2017

CHINA FROM MADE IN CHINA TO INNOVATED BY CHINA

Chinese economy has changed a lot and its behavioral financial outlook is also changing dramatically. The country set to become the next island for innovation for the global economy. Its economic growth engines are getting changed and one needs to be aware of the same.It might take few more couple of years before the show of innovation attracts the world but the platform is currently under construction. A population itself is a big opportunity for making billions in china and connecting the dots with the untapped market of china. China is shifting from made in china to innovate by china and will create many disruptive business-to-consumer technologies in the coming decade. When china is shifting from export to service then a land of smart phone along with internet will create revolution in the coming decade for service industry.

China is no longer a copy cat market any more. They are now turning into creators of the upcoming technologic booms in the coming decade. Well the proof of the pudding is that around $77bn of venture-capital (VC) investment poured into Chinese firms from 2014 to 2016, up from $12bn between 2011 and 2013. Don’t forget that there are 609 billionaires in China compared with 552 in America. This number speaks of many things where inflow of capital for new startups and innovation is ample and not dependent on any slowdown affecting any part of the global economy. Smartphone and internet has been a boom for the economy and this key area makes china to be more valuable for innovation and startups. China has gone to cash less economy but not to the fullest extent till now. The volume of mobile payments shot up almost fourfold last year, to $8.6trn, compared with just $112bn in America.

Many innovate segments are opening up and which are huge opportunity for the Chinese economy to fill up the gaps and head towards a huge growth. These growths are technologically dependent and don’t require traditional business strategies and other modes. Innovation is at the heart of China’s 13th Five-Year Plan (2016-2020), which sets the aims to become an “innovation nation” by 2020, an international leader in innovation by 2030, and a world powerhouse in scientific and technological innovation by 2050. Chinese manufacturing plants are getting to production enhancement where environment friendly and service based modules are being adopted. This it creates Chinese economy to be more opportunistic for growth and investments in the coming years. In house technology and creation of employment have been one of the key demands for the economy which can be easily achieved through the current changing geometry of the industries in china.

China’s expenditure on research and development accounted for 1.42 percent of GDP in 2006 and the ratio increased to 2.1 percent in 2016. In 2016, China had over 1.1 million patents for inventions, ranking third after the United States and Japan. The latest Global Innovation Index showed China rose three places to 22nd on the list of the world’s most innovative nations in 2017, the only middle-income country to join the top 25 innovative economies.

Cash less and online business opportunities have created Alibaba which is valued around $60 billion.  More Alibaba is on the way across various industries and segments.  China is shifting from made in china to innovation by china. This will save the Chinese economy from any type of futuristic trade restriction by countries like US etc. In house job creation and opportunities to reduce the gap of development within Chinese various states is the key to success. With a consumer market of 1.3 billion people china has immense opportunities at home to grow and create opportunities of its economic growth in the coming decade. The only time it takes is to create and transform the economic gaps within china’s own state.

The speed of innovation in china speaks rest of the story. 
  • Chinese scientists completed all the experiments designed for the world's first quantum satellite a year ahead of schedule, laying the foundation for a hack-proof global quantum communication network.
  • China's supercomputer, Sunway TaihuLight, have been named as the world's fastest computer at both the 2016 and 2017 International Supercomputing Conferences held in Frankfurt, Germany.
  • China have developed a search for alternative clean energy sources by completing a 60-day trial of mining gas hydrates, commonly known as combustible ice, in the South China Sea.
  • China launched its first X-ray space telescope to observe black holes, pulsars and gamma-ray bursts.
  • Well these scientific researchers have nothing to do for many people but it reflects the volume of capital injected within segments and the volume of returns and growth achieved from different sectors in china and how it will contributes over the coming decade to an investor. Big data analytics are being use to revive the weak social aspects within the Chinese economy.


Venture capitalist in china are backing up the innovators who are not from any industry background and willing to start from scratch. This is a big challenge and threat for the global investors as they will be thrown out of the window.  In gamut china is now becoming self reliant economy slowly and gradually. Intellectual property rights have been war fare in china and global companies are not lead alone to grow but through JV. Chinese economy is making a slow but steady sea change in its economic growth engines which will be more clear when the slowdown of the global economy will not affect china more as home grown demand of its services are far more bigger than any recession numbers.  

Thursday, September 14, 2017

SOVEREIGN WEALTH FUNDS WHAT THEY WANT TO SPEAK



What they want to say and what we want to hear? Many of us might have forgotten that Iceland faced a hard time when its banks went for toss and Norway SWF too the bet much before in these banks at the time of collapse. Norway’s shorting of Icelandic bonds particularly in anticipation of the weak ,over leveraged Icelandic financial meltdown lead an opportunity for SWF to hedge against an for a country that already which had significant exposure to that particular industry. By the way don’t forget George Soros too. In 1992 international investor George Soros famously “broke” the Bank of England by shorting more than US$10 billion worth of pounds, pocketing more than US$1 billion in the process and forcing the Bank of England to withdraw from the European exchange rate mechanism (ERM).

History repeats but the cleavers are the ones who identify the history and takes immense opportunity from the same. In 2008 recession the SWF took around billions of pledges mostly in advance through various financial instruments among those who were used to Claimed As Too BIG TO FAIL. The trend of taking opportunity is the key direction for understanding the long term repercussion of the act.The below data reflects when the SWF took exposure and how much information they carried for the collapse of 2008 financial collapse. This raises the eyebrow for finding the trend and understanding the pattern.


SWF lost million to when the invested between November 2007 to 2008 but the made many times of what they lost. The below stake holding details will make the subject more clear. Chaos theory says patterns needs to be followed which gives indication of the upcoming trends of events.


Identification of opportunity for SWF is clearly shows when on January 15th 2008 much before the Lehman Brothers collapse in September 15th 2008, the governments of Singapore, Kuwait and South Korea provided much of a $21 billion lifeline to Citigroup and Merrill Lynch, two banks that have lost fortunes in America's credit crisis. They invested and saved the banks and later on standing at 2017 please calculate the returns these SWF made from the stake they hold. Buy back of Shares was the Boon funded by QE. SWF In 2008, accounted for 28 percent of the deals, worth 75 percent of the total value ($96.2 billion).

Currently the world largest SWF Norways officially known as the Government Pension Fund of Norway,  which stands at $1 trillion has changed its strategy towards equity where it increased its equity exposure to 70% from 60% and cuts down on corporate bonds and only exposure towards government bonds. Further is will invest in dollar, pound and not yen as yen liquidity is a problem. Further might face problem of North Korea related problems later on. Brexit is an opportunity for the pound and hence its bet keeping the long term vision.

These changes indicates many aspect but as per my limited thought a short position on global equities and also buying at low levels leads to increase of asset allocation towards equities. a 2ndly government bond tends to be a safe bet when equities and economic warfare comes into game. Currently the SWF has about $80bn — was in corporate bonds. They will slowly liquidate and wait for the maturity and more over they will not take additional exposure.

The top 10 holdings of the fund, as of August 2017:
·         Apple
·         Nestle
·         Alphabet
·         Royal Dutch Shell
·         Microsoft
·         Novartis
·         Roche Holding
·         Amazon
·         HSBC
·         Johnson & Johnson
Crude as an asset class is no longer a viable multiplier of returns now hence equities are the best to play with. With some $6.5 trillion in assets, sovereign investors already account for 19 per cent of capital committed to private equity. By the end of 2016, 61 per cent of SWFs had allocations to private equity, a record high, and 63 per cent to real estate. When assessing maturity, NBIM said a set limit of no greater than 10 years would allow for more consistent returns across countries, increased stability and increased immunity to the impact of adjustments by non-price-sensitive players. Technological shifts and uncertain economic growth have leas SWF to think in this pattern.


Are we heading for a collapse may be since valuations and growth in prices gap are widening and hence the essence of reliability is weaning. Geo-political tension is another headache which can turn the wieners into losers.  Every economy of a country cannot grow simultaneously when ground realities says  gap is widening.  SWF change of pattern indicates silently many things which we need to read and understand .

Saturday, September 2, 2017

LOW SPERM COUNT AND TORTURE ON WOMEN

Infertility and low Sperm count is big issue in today’s life style diseases. My readers will be surprised that how suddenly from economics and finance I Came into these subjects. Well these subjects are social matters which are followed with life style irregularities are the prime reason behind the declining sperm count.  But most of the families pass the blame of delay in having child to the women. For a male dominated society it’s quite difficult for them to accept that they have problem in their sperm count or quality.

This problem has grown stupendously in India and in those countries where pollution have played a vicious role. Increasing infertility rates are based on the lifestyle changes resulting in stress and obesity caused by lack of physical exercise, changes in eating habits and pollution accompanied by medical disorders like diabetes. Most common problems men face are low sperm count, morphology abnormalities and low motility of sperm. The problems are no longer restricted to close doors as crime against women and the growing torture have increased stupendously arising from this segment.
This is prime reason behind household turbulence and other issues arising from the problems of infertility. Men’s changed life styles have created a huge problem.

 In urban areas we find that most of them are joining GYM to increase the hormones, gets routine in terms of balanced diet and also to get the toxins out of the body to increase the sperm quality and fertility rates. After its being found that once the family gets the desired outcome the men’s leave the GYM and get back to the old norms.

If you notice the habits of the people in the GYM we will witness this trend of people more. Families which are conservative in mind pass the blame and other violence related activities over the women. Divorce second marriages are the ones who rule in these cases where the families are conservative in kind in accepting the problems. One more thing which is being observed is the impotency trend which is driving frustration among the males dominated society which leads to various type of sexual abusive activities. I find pornography being one of the most important devils for this type of abusive behavior. Discussion on sex and display of excessive pornography on social media has lead to a significant threat for the society.  Excessive Masturbation leads to change in the behavior and on social values towards the society.

This excessive and unusual masturbation leads to crime and unusual matters. Its being found that those who are having their families in rural areas and have come to Urban for earning are under the severe threat of these imbalances. Not having proper education and low values towards the women towards the society have lead to crimes such as sexual abuse, rape, child rape and many such activities.  

Sexual demand is not wrong. It’s a very important part of life but the problem begins with detachment with families either by compulsion or by family based issues of keeping the wife at village as servant to take care of old age parents. Social imbalances create huge problem for the society which many of us don’t learn and later on this creates problem.

Sexual discussion often has lead to change in hormones which leads to frustration and stress and often this stress is diluted through rape and child abuse.  The root cause is not having proper education about excessive sex and pornography related issues and how it can destroy one’s life and family.  The society needs to develop certain session where these type of issues should be discussed and conveyed to the people. NGO’s can easily come forward to depart the harmfulness of these matters. If we can distribute condoms for safe sex then we need to convey and educate people about the harmful effects of these excessive pornography and sexual related discussion. One to one session opportunities will be big boon as many of them will come for seeking proper advice to resolve the imbalances taking birth in mind and eliminate them from their itself.

Families who are facing the issues of the infertility should be more opening minded and various social media can be utilized in general sense to show the path of resolving these issues. Most of the families and people who are conservative in mind should will not come forward in case of fertility related issues. The social media broadcasting of these issues will lead many men’s to understand and come forward for treatment rather torturing women for the same. I find many families come up with this opine that our great grand fathers used to have 10 to 15 children in their life time and hence how the fertility of the 3rd of 4th generation can low. Well for them I would like to accentuate that our great grand fathers did not have so much pesticides related food items and neither so much pollution. They used to be involved in social activities, sports etc where the current generation is glued with social media and electronic devises. Hence there is heaven and hell difference between with our great grandfather life and ours life style.

Departing education and solution will only remove the dark Knight days of superstition etc. Superstitious has become a big business and most of the cases which heads towards superstitious is not having child at home despite of several years of marriage. These superstitious businesses have grown many folds by fooling people. We must understand that excessive smoking, Gutkha, unhealthy food habits, alcohol, and stressful life with no exercise are prime reasons behind such low fertility rates. Superstition has no place in all these things as they cannot help you to get into proper life style. Having a proper life style and managing the same is the key factor behind improving the hormones and sperm quality.


Families should be more supportive and should not torture the women just acting blindly on the subject. Women’s are being tortured for not having child should be stopped. 

Friday, September 1, 2017

MASCULINE DOMINATION IS LEADING TO EYE FOR AN EYE

In continuation to my previous article on early marriage between the age of 19 to 22 I find that we men’s are the real reasons behind the early marriage. We tease, we pass comments we create a threatening atmosphere by acid attacks which kills the dream of the girls for higher education. We men’s are uneducated at home and even after getting basic schooling. We think that by dominating someone we will prove our strength.  This is education of dominating have been passed as legacy by the uneducated traditional education departed from our grand fathers to us. Our grand fathers used to treat women just item for sex  and that’s why they used to have 12 to 15 even 21 children. Now please don’t blame that there were nothing as entertainment hence sex was the only entertainment. Well our grandfathers should have understood that how much pain it takes for a child to take birth which is being born by women. Hence 12 15 or 21 are not numbers they are pains for 9 months with many cases of death and even post delivery medical complications.

Now our fore fathers taught as eye for an eye and that’s what has been passed as legacy to the mens society. The torture on women is not restricted to women now. Yes the funniest part of the education taught by our forefather right from the school days that eye for eye has lead to the birth of ragging in today’s society. Just imagine how much pain your children who are also men face when they go through the path of ragging. Does nay one knows from where this ragging concept came up. Its nothing. It has come up from that same dominating education where eye for eye was taught. Now men’s have gone beyond women and have started killing their own masculine.

The education of domination and males are the sole powerful animal of the society have lead to killing of young generation from small incidents which often happen on Street. One family saw his father bitting her wife, then the legacy passed to son and he did also the same thing and later the grandchild also walked on the footsteps of the grandfather and father and he also started the same with his wife. Now   when this type of education is departed then one fine morning the father or the grand father is thrown out of the house. Yes ill treatment legacy passes to everyone and it cannot be stopped now. The generation has taught only humiliation and no love and affection. Eye for eye does not mention or define which eye to be plucked off. Many of my friends will come up with strong strictures that this type of education has not been passed to everyone. Well I am talking of the ones who bite their wife, engaged in the profession of ragging and ones who throw acid on acid on women who do don’t accept love or sex proposal.

We men’s have messed up and we are directionless regarding eye for an eye. We need to understand and accept what our grandfathers did or taught were wrong. Well not all wrong but at the same time not all right also.

Our attitude towards women and society is so much dominating that we are throwing   acid on our own daughters . We have destroyed the society.  That 12 to 15 children used to be from our own wife but the matter is not of child’s but of sex being treated as birth right from women. Now they legacy of sex passed on but with a different lesson that have sex from any one you wish. The perception got changed that sex is proof of the masculine.  Treating women as object for sex enjoyment lead to negligible emotional attachment to the women’s lead to a devastation. 

Now in a society where women are dominated and tortured they also grow the mentality of dominance and torture over the period time as the legacy of the same passes slowly and infects a noble heart also. Now when that woman gets power in hand in the form of Mother In law the devil of Dominance dominates and kills the girl after who is newly married. Either you face the same torture and abide the Mother In laws Brutality or get burnt or killed by the In laws Yes this the legacy we have created and passed through the mindset of masculine dominance.

I find education is the prime reason behind this social imbalance and masculine mindset. Primitive education is just like the primitive ways of communication. We not only need smart cities , smart phone but also smart well educated mind set where completion within family or within husband and wife is zeroed. We need a society of understanding that dominating each other don’t lead to growth of one’s life. Eye for an eye has lead to the birth of ragging, acid attack and many more such incidents.

Even in Urban society we find this primitive mind set. Masculine domination is eradicating our next generations. 

Even I find that there are many TV serials where this masculine domination is being telecasted which is giving a wrong lesson to the this generation which will further amplify into eye for an eye. Today you throw acid on someone face on the other day someone else will throw on your family member. You need to understand that Brutality has now future. Accepting life and making a progressive mindset is the ideal masculine mindset. Innovation should never be in closed doors. It should always be open.

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