Investment Chart Kondratiev Wave

Investment Chart Kondratiev Wave

Wednesday, 20 June 2012

Chindia and farm productivity and exports to Europe

Farm productivity in China and India has improved tremendously in the past decades. In the past few years the improvement is slower in India (I hope the old trend will come back, that really is possible given the low productivity in India). The above average productivity in China was a surprise to me
There is a lot of fear in the market that Asia has to suffer a lot from lower exports to Europe. China and India are the big exporters to Europe, but that is still only a few % of the GDP. That cannot take down their growth completely. The exports to the rest of Asia is more important and that ought to compensate easily for lower exports to Europe.

No comments:

Post a Comment