Where's the money going? It's not going into Europe, European firms aren't competitive, which is why you don't have a single European firm in the top #20 by market cap. The money isn't pouring into China, it's corporate governance is non-existent and the government has a stranglehold on corporate decision making. At any time, your equity can go to zero. It can go into Japan, their firms are competitive and they have solid corporate governance, but it's a relatively small market, how overpriced are Japanese firms supposed to get? Brazil, South Africa, Africa general, South-East Asia, India, Latin America, these are all a hard "no". Wealth flows into American firms because they're the best-run, most profitable companies on earth, and people like making money.
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The money isn't pouring into China, it's corporate governance is non-existent and the government has a stranglehold on corporate decision making. This can change as and when since they are pragmatic, that being said it can also be switched off. But they can no longer switch it off suddenly so the danger is always there. But there is a lot of money still to be made. And You can shift money out easily... I know because....you can pm me and ask me why.

Having bad corporate governance can be a good thing

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Japan, their firms are competitive and they have solid corporate governance, but it's a relatively small market. Yes that is true, that being said, even with solid corporate governance, it is still a very closed up market, America only got access to her markets after the Plaza Accords in the early 80s during the Reagan Government. They were literally force on a " gunpoint" to open up. I can show you a Video in Congress where my Ex Prime Minister Lee Kuan Yew gave a speech to encourage the US to coerce the Japanese to open up their markets.
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South-East Asia, It has always been a developing Market and now since SEA have access to the Chinese Market, they are slowly but surely growing leaps and bounds. Corporate government is extremely bad and at times difficult which is why most corporate cases are being fought in Singapore, Asean which is like a mini EU have shifted some of their corporate and business litigation etc etc and so on to Singapore. Which is why it is slightly easier using Singapore as a platform. Singapore have been extremely fair with the way they handled corporate law in the region and acting as am intermediary for surrounding countries with the West since we use the Common law system ( We are Ex British Colony.)
4. Brazi and Latin America is not even in the conversation because they are under the monroe doctrine. If someone decides to go rogue, the USA if still capable will just wreck and " regime Change " their government. Already happened countless of times and you will see that with Maduro's Venezuela government.
And when their government falls into disarray , you will see more immigrants / Drugs moving into the USA in future when the Republicans and Conservatives, especially the (MAGA) conservatives no longer hold on to the power in USA. ( Long Story Short going back to where it used to be.)
5. South Africa and Africa , not in any conversation, they can never make it even if you give them another 500 years. Culture is a huge stumbling block. You are trying to make them from living in a mud hut to having cars flying around (Just an exaggerated example). You can't. It takes a lot of time.
6. EU is falling apart and within 20 or 30 or so years, I can say they will break up in some ways or another. (Lee Kuan Yew predicted it.)
7. India, they will come about in around 2050 - 2060 and it will be another huge market. That being said it will be worst than China. With Indians.....you
cannot Negotiate unlike the Chinese. In China the government have the last say, India is a democratic country in a way, so their politicans and people who wants to hold on to power will need the public support. You can't really screw over the citizens in India like you can in China.
Last but not least, US although still stable now, will lose it's allure sooner than later...if you can't reign in your lobbies, your woke population and if you keep spending money on useless pointless wars and proxy wars... you will be gone. Let me be specific...
Useless and pointless wars..if you spend it on a war or a intervention that is actually useful... that is another issue altogether.Just my two cents worth.
This post was edited by Hamsterbaby on Dec 7 2025 09:27pm