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2024
October 30th, 2015 at 5:15 am
Good morning!
Nothing too exciting going on on the last trading day of the month:
I've been contemplating China's 2-child policy and thinking there's about 400M people between 20-40 in China so assume all couples is 200M and at least 10% likely to take advantage, maybe 15% in the first year (because they won't know if the policy will last) so we're looking at 20-30M new Chinese babies over the next 12 months – that's pretty intense! That's 10 years of US population growth in one year…
Of course, it's silly that some baby-related stocks have already taken off – they have 9 months to wait for the first customers to be born. On the whole though, in the US, there are about 30M couples between 20-40 and they have about 4M babies and figure about the same in Europe so this China number is EXTREMELY SIGNIFICANT for baby companies. The trick is figuring out which ones are actually being used in China.
LOL, bad for condoms – I didn't think of that one!
MNJ and JNJ are two companies we can invest in that sell baby items to China.