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Which Companies stand to profit most from emerging middle class in china,india

Posted on 5/18/13 at 11:41 pm
Posted by ThaBigFella
baton rouge
Member since Apr 2006
2043 posts
Posted on 5/18/13 at 11:41 pm
As the world evolves and everyone strives to achieve the american dream of working and moving on up into the middle class what companies do you all see achieving lots of success in the coming 10-20 years. I see

1.Nike(everyone loves their american shoes)
2.Visa(80% of the world is still paying cash)
3.Mastercard(same as above)
4.Coke
5.mcdonalds(adding stores at an insane pace in china)
6.samsung(more money, but not enough for apple products)
7.I think mineral companies too from the population growth
8.platinum,not gold, bc platinum is used in catalytic converters and china has no emissions standards right now but will bc the pollution is so bad


This could be an interesting thread to see everyone's views on what companies will thrive in emerging markets in the coming years and why. I could also see Mccormick who I read basically has a monopoly on the spice market and is expanding globally rapidly also benefitting from more money at their disposal
This post was edited on 5/19/13 at 12:15 am
Posted by TigerintheNO
New Orleans
Member since Jan 2004
41776 posts
Posted on 5/19/13 at 7:12 pm to
quote:

5.mcdonalds(adding stores at an insane pace in china)


you can eat cows in China, not so much in India
This post was edited on 5/19/13 at 7:13 pm
Posted by stendulkar
Member since Aug 2012
770 posts
Posted on 5/19/13 at 8:13 pm to
Why just Samsung? How about other tech companies such as Nokia and BlackBerry? They still command a big market share in Asia where people are not as enamored by Apple or Samsung products as they are in the western world. They want cheap products that work. I will go out on a limb and say that growth in smartphone adoption in emerging markets is the sole reason Nokia and BlackBerry will survive in the long term.
This post was edited on 5/19/13 at 8:18 pm
Posted by BennyAndTheInkJets
Middle of a layover
Member since Nov 2010
5689 posts
Posted on 5/19/13 at 8:27 pm to
Yum! Brands (YUM) was one I did work on a couple years ago. You'd be surprised how much Chinese people love KFC.
Posted by GenesChin
The Promise Land
Member since Feb 2012
37722 posts
Posted on 5/19/13 at 9:07 pm to
Bitcoins
Posted by Cmlsu5618
Destin, FL
Member since Sep 2010
3763 posts
Posted on 5/21/13 at 8:47 pm to
Companies that are involved with infrastructure are usually a safe bet. Not sure if Caterpillar is big in either, but I love it as a long term stock.
Posted by NewIberiaHaircut
Lafayette
Member since May 2013
11741 posts
Posted on 5/21/13 at 9:04 pm to
Car manufactures are seeing a huge surge is sales in China. Some companies (BMW for instance) are considering making models only offered in the emerging Chinese market. Others such as GM, specifically Buick, have been doing really well over the past few years.

Auto manufactures can't say the same for India but right now China has a huge market potential for growth.
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