o**y
发帖数: 3065 | 1 I am very bullish in commodities, especially gold, silver and agriculture.
However, I think there should be even larger potential to make huge amount
of money in water.
1. North China always doesn't have enough water for industry and agriculture
, in the past two decades, the underground water has been used too much. It'
s going to be harder and harder to pump up fresh water from underground.
2. Although there is a project to move water from south to north, the cost
is very high. The economy of that is still in question.
3. The climate change will cause more droughts in future.
4. More people will eat more meat, and the economy will keep developing,
they both will require more water use.
5. It is urgent to sovle water crisis in China, therefore, the supply-demand
is pretty robust.
I am very interested in how to invest in water business through capital
market. Clearly, it's not as easy as other commodities. You guys have any ideas? | G*******m
发帖数: 16326 | 2 It's going to be difficult in investing in water directly.
This is because the water company may fail to find and produce water.
Think what will be the consequence if water becomes a huge problem, then
invest in that area. | o**y
发帖数: 3065 | 3 That'll be agriculture, no doubt.
【在 G*******m 的大作中提到】
: It's going to be difficult in investing in water directly.
: This is because the water company may fail to find and produce water.
: Think what will be the consequence if water becomes a huge problem, then
: invest in that area.
| G*******m
发帖数: 16326 | 4 Then what is the current status of agriculture?
【在 o**y 的大作中提到】
: That'll be agriculture, no doubt.
| o**y
发帖数: 3065 | 5 Agriculture has been a disater all over the world in the last 40 years, the
price of food was depressed for a long time. You should be able to see a big
bull market in the next 50 years.
【在 G*******m 的大作中提到】
: Then what is the current status of agriculture?
| G*******m
发帖数: 16326 | 6 Investing in China is a joke. | j*****h
发帖数: 3292 | 7 It is not a joke, rather, a total different animal.
You need to change your game plan. | s*****n
发帖数: 5488 | 8 重庆水务。或者净化水概念。节水概念。不过我不做A股有一段时间了。
agriculture
It'
【在 o**y 的大作中提到】
: I am very bullish in commodities, especially gold, silver and agriculture.
: However, I think there should be even larger potential to make huge amount
: of money in water.
: 1. North China always doesn't have enough water for industry and agriculture
: , in the past two decades, the underground water has been used too much. It'
: s going to be harder and harder to pump up fresh water from underground.
: 2. Although there is a project to move water from south to north, the cost
: is very high. The economy of that is still in question.
: 3. The climate change will cause more droughts in future.
: 4. More people will eat more meat, and the economy will keep developing,
| u********e
发帖数: 4950 | | k**u
发帖数: 698 | 10 the only realistic way to "invest" in water is to buy farm land with water
rights in US.
agriculture
It'
【在 o**y 的大作中提到】
: I am very bullish in commodities, especially gold, silver and agriculture.
: However, I think there should be even larger potential to make huge amount
: of money in water.
: 1. North China always doesn't have enough water for industry and agriculture
: , in the past two decades, the underground water has been used too much. It'
: s going to be harder and harder to pump up fresh water from underground.
: 2. Although there is a project to move water from south to north, the cost
: is very high. The economy of that is still in question.
: 3. The climate change will cause more droughts in future.
: 4. More people will eat more meat, and the economy will keep developing,
|
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