I probably spoke about this in the past but just want to get something out there. This post is not about thinking and making a bet on some company. If you are prospecting individual business, this may or may not affect your business and you should frame it according to your business.
I was watching this economics video by Nancy Lazar on the improving fundamentals of a US economy that many thought is the blue print of what you should not happen in your country.
Yet usually, what was seldom spotted was the change in trend, due to the over focus on a narrative that have been talked about over and over again.
She also talked about the challenges of China. It would seem China have the problems of Singapore some time ago where the end result was a really terrible structural unemployment. Think too many are too young to ......