/biz/ - Business & Finance

>>50879390
Invest in rice

>>50879390
Short america

>>50879390
Oddly invest in American manufacturing

I really can't see a collapse of China. That country has infrastructure in or connections to every other country rich in raw materials except US and Canada. They have food to feed their whole population for the next two years. What am I missing?

>>50879390
Priced in

>>50882107

Aren't they paying rent in form of food right now?

>>50882151
Source pls?

>>50880393
This. If China goes down they're taking America with them

>>50882107
You are overthinking what anons mean over the word collapse. Not a literal end of the country, just a severe recession.

>>50882208
Yeah, now that you say it.

Two more weeks

>>50880393
the US is the biggest buyer of chinese goods. If China collapses, the US will benefit greatly, because it'll now have to buy domestically. Learn economics first before posting.

>>50880419
>>50879452
Correct. Long American agriculture (meat, row crops, farmland REITs) and chemical manufacturing. Also long low to mid level manufacturing in Mexico, Vietnam, The Philippines, and Columbia. Those are the nations we will turn to do to the low value-add labor since Chinese wages are now too high.

>>50882107
If you can't see it then its because you don't want to. China is horrifically dependent on US and Australian food imports, US farm inputs, and has to get the vast majority of their oil shipped to them via the Indian ocean. They are not secure. They are also dealing with massive mismanagement, granaries that keep mysteriously burning down ahead of inspections, and they had to cull more hogs due to African Swine Fever last year than the rest of the world has combined. They're on a shoestring right now.

They're also the fasted aging nation on earth, with 4 boomer equivalents for every 1 taxpayer. And they now begrudgingly admit they "accidentally" miscounted 100 million people on their last census. All 100 million were born since 1980, and 65 million were women of child bearing age. They don't just have an inverted demographic pyramid, its a top heavy ice cream cone at this point. China stops existing as one state by the end of the decade.

>>50882208
No, I meant total collapse. How do I add value for a Chinese person who is eating another fellow Chinese person? Are there any start ups for processing human meat in China.

>>50883573
Based.

>>50883433
china gets most of its food from brazil

>>50883433
>>50885061
Jesus fuck I'm really going to see the fall of the slants in my life time won't I?
Fuck it we're taking you dirty cunts down with us to hell ahahahahah niggers will stalk the ruins eating asian flesh 100 years from now.

>>50879390
Buy emerging market indexes the production has to go somewhere.

>>50885153
And Brazil gets most of its Phosphate from China (which is suspending exports) and most of its potash from Ukraine (which no longer does anything). So you tell me when you think they're going to resume their bumper exports of cattle feed.

>>50883433
Alright Peter time for you to head to sleep with your Freemason digits.

>>50879390

Short Taiwanese companies. Whenever a shitty communist empire is about to fall, it declares war to stop infighting and focus on an enemy.

>>50885168
They won't fall immediately. One reason why food prices have been skyrocketing is because China is rapidly expanding their grain reserves. Countries are literally collapsing partly because of China's buying spree driving up grain prices.