Pubblicato in: Banche Centrali, Economia e Produzione Industriale, India

India. Maggio21 Produzione Industriale +29.3% ed a Giugno21 Pci 6.26%.

Giuseppe Sandro Mela.

2021-07-15.

2021-07-14__ India 001

A differenza di quelli pubblicati dall’enclave liberal occidentale, gli indiani riportano i macrodati senza manipolarli né alterarli. Questa è una caratteristica che apprezziamo molto, che nei tempi passati era chiamata onestà.

«India’s retail inflation as measured by the Consumer Price Index (CPI) recorded 6.26 percent in the month of June as compared to 6.09 percent reported in the year-ago period»

«Index of Industrial Production (IIP) recorded 29.3 percent in the month of May as compared to 88.4 percent in the year-ago period»

«The manufacturing sector output surged 34.5 percent in May 2021»

«inflation in the food basket was 5.15 percent in June compared to 5.01 percent in May.»

«Industrial production has been hit due to the coronavirus pandemic since March last year when it had contracted 18.7 percent. It shrank 57.3 percent in April 2020 due to a decline in economic activities in the wake of the lockdown to curb the spread of coronavirus infections»

* * * * * * *

A maggio la produzione industriale annuale è salita del 29.3% anno su anno e quella complessiva del 68.80%, anche tenendo conto dei bassi valori che avevano le basi.

L’indice dei prezzo al consumo a giugno indica un processo inflattivo del 6.26%.

Nel complesso, questi dati suggerirebbero come l’India stia uscendo dalla recessione.

*


India’s IIP rises 29.3% in May, retail inflation at 6.26% in June

India’s retail inflation as measured by the Consumer Price Index (CPI) recorded 6.26 percent in the month of June as compared to 6.09 percent reported in the year-ago period, showed data released by the National Statistics Office (NSO) on Monday. Inflation based on CPI, however, remained above the RBI’s comfort level for the second month in a row.

While industrial output as measured by the Index of Industrial Production (IIP) recorded 29.3 percent in the month of May as compared to 88.4 percent in the year-ago period. Industrial output, or factory output, is the closest approximation for measuring the economic activity of the country’s business landscape.

The manufacturing sector output surged 34.5 percent in May 2021. Mining output climbed 23.3 percent and power generation increased 7.5 percent in May. The IIP had contracted 33.4 percent in May 2020.

According to the CNBC-TV18 poll of economists, the forecast CPI was estimated at 6.51 percent and May IIP was pegged at 33 percent. The IIP data comes with a lag of six weeks.

The RBI has been mandated by the government to keep retail inflation at 4 percent with a margin of 2 percent on either side. According to the data released by NSO, inflation in the food basket was 5.15 percent in June compared to 5.01 percent in May.

Industrial production has been hit due to the coronavirus pandemic since March last year when it had contracted 18.7 percent. It shrank 57.3 percent in April 2020 due to a decline in economic activities in the wake of the lockdown to curb the spread of coronavirus infections.

Pubblicato in: Brasile, Cina, Devoluzione socialismo, Economia e Produzione Industriale, Fisco e Tasse, India, Materie Prime, Regno Unito, Stati Uniti

Occidente si sta suicidando per motivi ideologici con alti costi dell’energia.

Giuseppe Sandro Mela.

2021-07-01.

2021-06-28__ CostoEnergia per kwh 001

La disponibilità di corrente elettrica anche nei momenti di richieste di picco ed a costi concorrenziali è uno dei presupposti per sostenere un sistema economico produttivo che sia competitivo nel mercato.

Nel mondo, i prezzi per kw/h sono massimi in Germania (0.36 dollari americani), seguita dalla Danimarca (0.33), dal Belgio (0.3), dal Portogallo (0.27), dal Regno Unito (0.26), dall’Italia (0.26), dalla Spagna (0.24), dalla Francia (0.22).

Pur essendo caro, negli Stati Uniti il prezzo per kw/h è 0.15.

Per contro, il prezzo per kw/h è 0.12 in Brasile, 0.1 in Indonesia, 0.08 in India ed in Cina.

* * * * * * *

L’enclave liberal socialista occidentale presenta i costi più elevati, doppi di quelli degli Stati Uniti e quadrupli rispetto a quelli dell’India e della Cina.

Questi oneri strutturali pesano sia sulle popolazioni, sia sul comparto industriale, che di conseguenza è poco o punto concorrenziale a livello mondiale. Essi sostengono inoltre il processo inflattivo in corso.

* * * * * * *

I motivi che sostengono questi prezzi elevati sono da ascriversi sicuramente al costo delle materie prime, ma in misura ben maggiore alle tasse che gli stati hanno imposto per privilegiare l’abbandono del carbone e dei combustibili fossili, coerentemente a quanto prescrive l’ideologia liberal.

Nulla da stupirsi, quindi, che l’occidente stia devolvendo.

2021-05-20__ G7 GDP (Statista) 001

Pubblicato in: Cina, India, Stati Uniti

Cina alla guida della crescita mondiale, prima degli Usa. – Bloomberg.

Giuseppe Sandro Mela.

2021-05-16.

2021-05-12__ Cina e Ripresa Mondiale 001

«China’s growth set to drive world economy in post-pandemic years»

«U.S. to be 2nd-biggest contributor to global growth»

«[International Monetary] Fund sees rising inequality in divergent recovery after slump»

«China will drive global economic growth in the coming years as the world recovers from an pandemic»

«China will contribute more than one-fifth of the total increase in the world’s gross domestic product in the five years through 2026»

«Global GDP is expected to rise by more than $28 trillion to $122 trillion over that period»

«The U.S. and India will be the second and third-biggest contributors to global growth in the period, according to the IMF»

«the global economy will expand 6% this year, before slowing toward a 3% pace by 2026»

«developing economies expected to have bigger losses and slower recoveries»

«One reason for the divergence is the faster-than-expected recovery in the U.S.»

«Rising U.S. interest rates could pose a threat to recovery in highly leveraged emerging-market and developing economies»

* * * * * * *

È un Bloomberg incredulo, stupefatto, che ancora non riesce a prendere atto della realtà.

La Cina, riottosa all’ideologia liberal, ha superato e rimpiazzato gli Stati Uniti, e l’India è lì dietro, a morder loro le calcagna.

*


China’s Growth Set to Drive World Economy in Post-Pandemic Years.

– U.S. to be 2nd-biggest contributor to global growth, IMF says

– Fund sees rising inequality in divergent recovery after slump

*

China will drive global economic growth in the coming years as the world recovers from an pandemic that’s killed 2.9 million people, the International Monetary Fund predicts.

China will contribute more than one-fifth of the total increase in the world’s gross domestic product in the five years through 2026, according to Bloomberg calculations based on IMF forecasts published Tuesday. Global GDP is expected to rise by more than $28 trillion to $122 trillion over that period, after falling $2.8 trillion last year in the biggest peacetime shock to output since the Great Depression.

The U.S. and India will be the second and third-biggest contributors to global growth in the period, according to the IMF, with Japan and Germany rounding out the top five.

Overall, the IMF forecasts that the global economy will expand 6% this year, before slowing toward a 3% pace by 2026. It also warned that growth in the coming expansion may be unevenly spread, with developing economies expected to have bigger losses and slower recoveries.

“Income inequality is likely to increase significantly because of the pandemic,” the Fund said in its World Economic Outlook report. “Close to 95 million more people are estimated to have fallen below the threshold of extreme poverty in 2020 compared with pre-pandemic projections.”

One reason for the divergence is the faster-than-expected recovery in the U.S. It’s the only large economy where the IMF’s GDP forecast for 2022 is actually higher now than it was before the pandemic.

Rising U.S. interest rates could pose a threat to recovery in highly leveraged emerging-market and developing economies, IMF Chief Economist Gita Gopinath wrote in a blog post.

Pubblicato in: Brasile, Devoluzione socialismo, India

Covid e fake news. Brasile, India ed Italia a confronto. Non facciamoci infinocchiare.

Giuseppe Sandro Mela.

2021-05-10.

2021-05-09__ Covid Decessi Brasile 001

2021-05-09__ Covid Decessi India 001

2021-05-09__ Covid Decessi Italia 001

I media liberal occidentali hanno la grande caratteristica che conferisce la certezza quasi assoluta che quanto hanno riportato sia un colossale falso. Letti sotto questa ottica sarebbero financo utili a qualcosa.

Né dimentichiamoci l’Imprimatur che conferisce la soppressione su Facebook: segno palese quanto evidente che le informazioni censurate erano la perfetta verità.

Brasile ed India si stanno avviando alle elezioni politiche: i liberal odiano le loro attuali dirigenze, e stanno facendo carte false pur di denigrarli.

Secondo tali fonti di fake news, Brasile ed India sarebbero agli stremi, con una epidemia flagellante che starebbe per annientarli.

Ma togliamoci la curiosità ed esaminiamo da vicino i dati numerici.

Brasile.

Il Brasile ha 213,724,704 abitanti ed ha riscontrato 2,195 decessi da covid-19, ossia lo 0.001027% della popolazione.

India.

L’India ha 1,390,456,911 abitanti ed ha riscontrato 4,187 decessi da covid-19, ossia lo 0.000301% della popolazione.

Italia.

L’Italia ha 59,257,566 abitanti ed ha riscontrato 238 decessi da covid-19, ossia lo 0.000402% della popolazione.

Commento.

L’Italia ha percentualmente sulla popolazione più decessi dell’India, e circa la metà di quelli del Brasile.

U.S. Count Eases; India Reports Record Death Toll: Virus Update

Come dovevasi dimostrare, i media liberal occidentale propalano menzogne.

Pubblicato in: India

India. Bollywood. Amazon e Netfix portate in tribunale per vilipendio della religione.

Giuseppe Sandro Mela.

2021-03-13.

Bolliwood 001

«Bollywood è la parola che designa la capitale dell’industria cinematografica indiana che si trova a Mumbay.

Il termine di Bollywood è stato creato combinando il nome di Bombay – l’attuale Mum-bay – e quella di un altro simbolo dell’industria cinematografica, per la precisione americana: Hollywood.

A guardarlo da vicino, però, si può notare che il cinema indiano deve ben poco all’industria americana, poiché le fonti d’ispirazione sono molto differenti.

Bollywood rappresenta tutta l’identità e tutte le aspirazioni di un popolo. Al di là dell’aspetto carico di lirismo e kitsch dei suoi film, tutto qui è fatto affinché ciascun Indiano, sia esso induista, musulmano, cristiano, sick, giainista o buddhista, sia esso nobile o intoccabile, possa proiettarsi nel film.

In India si va al cinema con la famiglia ed è per questo che nei film rivolti al grande pubblico non appare nessuna scena d’amore né alcun bacio appassionato, poiché sarebbe estremamente sconveniente e imbarazzante assistere a questo genere di scene in compagnia dei propri familiari.» [Fonte]

*

Il cinema è quindi in India non solo un mezzo di divertimento e di svago, ma anche uno strumento per ricordare e venerare il proprio retaggio religioso, culturale, storico e sociale.

È un mercato da oltre tre miliardi di dollari, cui si dovrebbe aggiungere l’indotto, ma la sua massima importanza è quella sociale.

In questo contesto la produzione cinematografica di Hollywood tra scarsa audience. Se messe in circolo, le pellicole devono essere ritirate in fretta e furia.

* * * * * * *

«Controversy in India over Amazon’s political drama “Tandav” has put Bollywood and global video streaming giants on edge, prompting a closer scrutiny of scripts for possible offence to religious sentiments in a key growth market»

«Companies like Amazon’s Prime Video and Netflix are inspecting planned shows and scripts, with some even deleting scenes that could be controversial»

«This comes as Amazon Prime Video has become embroiled in legal cases and police complaints alleging “Tandav” depicts Hindu gods and goddesses in a derogatory manner and offends religious beliefs»

«Public outcry over obscenity and religious depictions are common in culturally sensitive India, but the “Tandav” issue snowballed as police questioned Amazon India’s head of original content for Prime Video for hours following official complaints»

«Amazon has decided to delay streaming a new season of a popular Hindi spy thriller, “The Family Man”, which was to release last month»

«Amazon recently issued a public apology “to anyone who felt hurt” by “Tandav”, saying some objectionable scenes had been removed»

«But some lawmakers and supporters of Prime Minister Narendra Modi’s Hindu nationalist party say certain shows on Amazon and Netflix promote obscenity or hurt religious beliefs»

«A member of the ruling party’s youth wing has made a police complaint against Netflix, objecting to scenes in the series “A Suitable Boy” showing a Hindu girl kissing a Muslim boy against the backdrop of a Hindu temple»

«Revered characters of faith have “been lampooned and portrayed in a very cheap” way, the state court judge observed while declining Purohit’s anticipatory bail plea»

«The Supreme Court, however, gave her protection from arrest subject to her co-operation in the case»

«It’s just too much of a risk and not worth the headache, especially if you are being threatened with jail»

* * * * * * *

I liberal americani sono esseri ben strani.

Loro si ritengono autorizzati a propagare il proprio credo ideologico e quasi si stupiscono che il resto del mondo non ne voglia invece sapere.

Fatto si è che non rispettano gli altrui modi di sentire, se non quando ve ne siano costretti.

*


Bollywood, streaming giants on edge as Amazon gets flak for hurting religious beliefs in India

Controversy in India over Amazon’s political drama “Tandav” has put Bollywood and global video streaming giants on edge, prompting a closer scrutiny of scripts for possible offence to religious sentiments in a key growth market.

Companies like Amazon’s Prime Video and Netflix are inspecting planned shows and scripts, with some even deleting scenes that could be controversial, five Bollywood directors and producers, and two industry sources said.

This comes as Amazon Prime Video has become embroiled in legal cases and police complaints alleging “Tandav” depicts Hindu gods and goddesses in a derogatory manner and offends religious beliefs. “Tandav”, a Hindi word meaning fury, stars top Bollywood actors.

Public outcry over obscenity and religious depictions are common in culturally sensitive India, but the “Tandav” issue snowballed as police questioned Amazon India’s head of original content for Prime Video for hours following official complaints.

Fearing arrest, Aparna Purohit put in an anticipatory bail plea, which was declined by a state court but the Supreme Court on Friday gave her protection from arrest.

“Scripts are being read and re-read now,” said a producer from Bollywood, India’s Hindi film industry. “Streaming platforms are vetting content for anything that they see as a red flag,” the producer added, declining to be named.

Amazon has decided to delay streaming a new season of a popular Hindi spy thriller, “The Family Man”, which was to release last month, four of the sources told Reuters.

The show, Amazon says, is about an Indian intelligence officer’s efforts in his “high-pressure, and low paying job”.

While Amazon declined to comment, one of the sources said the delay was “a ripple effect of what happened with Tandav”.

Amazon recently issued a public apology “to anyone who felt hurt” by “Tandav”, saying some objectionable scenes had been removed.

India, the world’s second-most populous nation with 1.3 billion people, is a valuable market for Amazon and its rivals Netflix and Walt Disney Co’s Disney+ Hotstar.

Amazon founder Jeff Bezos said at an event last year that Prime Video was doing well globally “but nowhere it’s doing better than India”.

Netflix has announced 41 new shows and films for 2021 in India, versus around 30 new titles released in 2020.

‘TOO MUCH RISK’, ARREST FEARS

Unlike films, content on video streaming platforms currently face no censorship in India.

But some lawmakers and supporters of Prime Minister Narendra Modi’s Hindu nationalist party say certain shows on Amazon and Netflix promote obscenity or hurt religious beliefs.

A member of the ruling party’s youth wing has made a police complaint against Netflix, objecting to scenes in the series “A Suitable Boy” showing a Hindu girl kissing a Muslim boy against the backdrop of a Hindu temple.

Netflix is closely tracking Amazon’s “Tandav” cases, one entertainment industry source said.

Netflix declined to comment.

One scene from “Tandav” removed by Amazon after release was around a stage play where a person acting as the Hindu god Shiva seeks suggestions on how to increase his social media following after someone says Lord Ram was becoming very popular online.

Revered characters of faith have “been lampooned and portrayed in a very cheap” way, the state court judge observed while declining Purohit’s anticipatory bail plea.

The Supreme Court, however, gave her protection from arrest subject to her co-operation in the case.

Her lawyer said Amazon was willing to cut more scenes from “Tandav” if desired.

Among the biggest fallout of the controversy is the rising fear of arrests. Some producers are asking for clauses in their contracts with streaming services to protect them from lawsuits.

“It’s just too much of a risk and not worth the headache, especially if you are being threatened with jail,” a producer said.

Pubblicato in: Devoluzione socialismo, India

India. Presto una legge per regolamentare i social media.

Giuseppe Sandro Mela.

2021-02-26.

Gufo_019__

Prima esporremo i fatti, quindi faremo alcune osservazioni.

«India plans new social media controls after Twitter face-off»

«India plans to oblige social media companies to erase contentious content fast and assist investigations, according to a draft regulation»

«New Delhi’s planned “Intermediary Guidelines and Digital Media Ethics Code” – a copy of which was seen by Reuters – come as various nations around the world try to assert tighter control over powerful Big Tech firms»

«Facebook faced a global backlash from publishers and politicians last week after blocking news feeds in Australia in a dispute with the government over revenue-sharing»

«In India, Twitter ignored orders to remove content over farmers’ protests, fuelling the zeal of Prime Minister Narendra Modi’s government since 2018 to tighten regulation for content it deems disinformation or unlawful»

«The latest draft rules – which would be legally enforcable -say companies should remove content as early as possible, but not later than 36 hours, after a government or legal order»

«They must also assist in investigations or other cyber security-related incidents within 72 hours of a request»

«Further, if a post depicts an individual in any sexual act or conduct, then companies must disable or remove such content within a day of receiving a complaint, the rules added»

«Twitter, which did not take down all accounts the government alleged were spreading lies about the protests over agricultural reforms»

«The draft proposal also requires companies to appoint a chief compliance officer, another executive for coordinating on law enforcement and a “grievance redressal officer”. All must be resident Indian citizens»

«A publisher shall take into consideration India’s multi-racial and multi-religious context and exercise due caution and discretion when featuring the activities, beliefs, practices, or views of any racial or religious group …. a political drama, “Tandav”, hurt religious sentiments and caused public anger»

«Streaming platforms such as Netflix and Amazon Prime have faced complaints in India for obscenity»

* * * * * * *

La prima considerazione focalizza il fatto che il credo dell’occidente liberal vige solo all’interno di quella enclave geopolitica. Tutto il resto del mondo non solo non lo condivide, ma anche lo avversa.

La seconda considerazione verte l’auto-referenziabilità dei social media maggiori, Twitter e Facebook. Questi in occidente si sentono investiti del potere censorio in accordo alla loro ideologia, essendosi politicizzati in gran fretta. Ma il resto del mondo non condivide questa attitudine mentale, e vuole che si rispettino le loro regole di vita, non quelle occidentali.

La terza considerazione constata come i social network non abbiano saputo cogliere questo aspetto, e perseverino anche nel loro comportamento.

La quarta considerazione deriva da quelle prima esposte: gli stati tendono a regolamentare questi aspetti con leggi proprie. L’enclave liberal socialista occidentale sta diventando ininfluente.

*

I tempi nei quali l’occidente liberal poteva imporre le proprie visioni di vita è finito. Le nazioni euroasiatiche stanno crescendo a vista di occhio, mentre l’occidente è in piena recessione, politica ed economica.

Mondo. 2020. GDP PPP aggiornato al 2020Q4 annualizzato. Sorprese.

«that production in industry excluding energy and construction was down by 10.8% in price and calendar adjusted terms in 2020 compared with 2019»

Solo per comparazione, Ungheria +5.8%, Slovacchia +6.8%, Brasile +8.2%, Cina +7.3%, Singapore +14.3%, Turkia +9.0%.

Chi non produce non conta.

*


India plans new social media controls after Twitter face-off

Chafing from a dispute with Twitter, India plans to oblige social media companies to erase contentious content fast and assist investigations, according to a draft regulation.

New Delhi’s planned “Intermediary Guidelines and Digital Media Ethics Code” – a copy of which was seen by Reuters – come as various nations around the world try to assert tighter control over powerful Big Tech firms.

Facebook faced a global backlash from publishers and politicians last week after blocking news feeds in Australia in a dispute with the government over revenue-sharing.

In India, Twitter ignored orders to remove content over farmers’ protests, fuelling the zeal of Prime Minister Narendra Modi’s government since 2018 to tighten regulation for content it deems disinformation or unlawful.

The latest draft rules – which would be legally enforcable -say companies should remove content as early as possible, but not later than 36 hours, after a government or legal order.

They must also assist in investigations or other cyber security-related incidents within 72 hours of a request. Further, if a post depicts an individual in any sexual act or conduct, then companies must disable or remove such content within a day of receiving a complaint, the rules added.

Facebook did not immediately respond to a request for comment. Twitter, which did not take down all accounts the government alleged were spreading lies about the protests over agricultural reforms, declined to comment.

RACIAL, RELIGIOUS CONTEXT

The draft proposal also requires companies to appoint a chief compliance officer, another executive for coordinating on law enforcement and a “grievance redressal officer”.

All must be resident Indian citizens.

The Ministry of Electronics and Information Technology did not immediately respond to a request for comment.

It was unclear when the rules would be announced of if they may undergo further changes.

Industry sources say new regulations could hit Big Tech firms’ investment plans in India and increase compliance headaches. The rules would also apply across other digital and online media, the draft proposal said.

“A publisher shall take into consideration India’s multi-racial and multi-religious context and exercise due caution and discretion when featuring the activities, beliefs, practices, or views of any racial or religious group,” the draft rules said.

Referring to films and other entertainment, including web-based serials, the draft rules called for a “classification rating” to describe content and advise discretion.

Streaming platforms such as Netflix and Amazon Prime have faced complaints in India for obscenity.

Police in the northern state of Uttar Pradesh questioned an Amazon executive for nearly four hours on Tuesday over allegations that a political drama, “Tandav”, hurt religious sentiments and caused public anger.

Pubblicato in: Banche Centrali, Cina, Devoluzione socialismo, Geopolitica Mondiale, India

World Economic Forum. Nel 2020 l’Asia avrà il maggiore pil mondiale.

Giuseppe Sandro Mela.

2021-02-06.

2021-02-04__ The Biggest Economies in the World 001

«The World Economic Forum (WEF), based in Cologny, Geneva Canton, Switzerland, is an international NGO, founded on 24 January 1971. The WEF’s mission is stated as “committed to improving the state of the world by engaging business, political, academic, and other leaders of society to shape global, regional, and industry agendas”.

The WEF hosts an annual meeting at the end of January in Davos, a mountain resort in Graubünden, in the eastern Alps region of Switzerland. The meeting brings together some 3,000 business leaders, international political leaders, economists, celebrities and journalists for up to five days to discuss global issues, across 500 sessions» [Fonte]

L’istogramma rilasciato dall’IMF sulle maggiori economie mondiali non lascia adito a dubbi.

Da anni l’economia della Cina, dell’India e dell’Indonesia, solo per citare i paesi più performanti, stanno crescendo vorticosamente e nel 2020 la somma dei pil asiatici dovrebbe superare quello dell’enclave libearl occidentale. Infatti i paesi asiatici hanno pil molto positivi mentre quello dell’enclave occidentale liberal è crollato.

Questi sono i dati macroscopici, piacciano o meno.

Il World Economic Forum si domanda il come, il perché, e cosa fare, per cercare di evitare che il blocco occidentale non sprofondi ulteriormente. È una analisi condotta sotto i lumi dell’ideologia liberal.

* * * * * * *

«In 2020 Asia’s GDP will overtake the GDP of the rest of the world combined»

«By 2030, the region is expected to contribute roughly 60% of global growth»

«Asia-Pacific will also be responsible for the overwhelming majority (90%) of the 2.4 billion new members of the middle class entering the global economy»

«The bulk of that growth will come from the developing markets of China, India and throughout South-East Asia and it will give rise to a host of new decisions for businesses, governments»

«Business must adapt to a rapidly growing middle class changing consumer behaviour and profiles»

«Poverty and a lack of infrastructure add to the challenges»

«While these estimates paint a picture of massive growth in consumption, the reality is that consumption patterns will emerge differently across markets, with growth rates dependent on local demographics and other macro factors»

«India’s massive demographic dividend and burgeoning middle class will spur consumption and aid economic growth»

«All these macro forces are leading to a bi-polarization of consumption, where consumers will have more power and simultaneously demand both premium and value-for-money goods and services»

«One trend that will play an increasingly important role is local and insurgent businesses outgrowing incumbents and beginning to disrupt the market»

«We are also seeing the continued emergence of Asian multinational corporation – Huawei in technology, DBS in Banking, Unicharm and Kao in personal care; and Suntory, Universal Robina and Indofood in F&B to name a few»

«China leads in the number of patents held in artificial intelligence and deep learning»

«Are we building future-proof competitive advantages and business models?»

«How should we organize ourselves to be extremely agile to make the most of this unprecedented opportunity?»

«Governments in developing countries across Asia-Pacific are in a race to overcome poverty, the lack of infrastructure and other significant obstacles»

* * * * * * *

Questa analisi potrebbe apparire essere corretta ma solo sotto la condizione che il sistema economico occidentale fosse predominante, cosa che non è più.

Il blocco euroasiatico è diventato autosufficiente nei confronti di quello occidentale, ed accetta produzioni straniere solo sotto la condizione che cedano il know-how, per poterle rimpiazzare a breve con produzioni asiatiche.

La devoluzione dell’enclave occidentale liberal socialista prosegue impietosa.

*


World Economic Forum. In 2020 Asia will have the world’s largest GDP. Here’s what that means

– Business must adapt to a rapidly growing middle class changing consumer behaviour and profiles.

– Policy-makers must find ways to make the region’s growth sustainable.

– Poverty and a lack of infrastructure add to the challenges of digital and labour transformation brought by the Fourth Industrial Revolution.

In 2020 Asia’s GDP will overtake the GDP of the rest of the world combined. By 2030, the region is expected to contribute roughly 60% of global growth. Asia-Pacific will also be responsible for the overwhelming majority (90%) of the 2.4 billion new members of the middle class entering the global economy.

The bulk of that growth will come from the developing markets of China, India and throughout South-East Asia and it will give rise to a host of new decisions for businesses, governments and NGOs. The pressure will be on them to guide Asia’s development in a way that is equitable and designed to solve a host of social and economic problems.

Different countries, different prospects

While these estimates paint a picture of massive growth in consumption, the reality is that consumption patterns will emerge differently across markets, with growth rates dependent on local demographics and other macro factors. For example, as the World Economic Forum’s Future of Consumption in Fast-Growth Consumer Markets work demonstrates, China’s ageing population will negatively impact the population dividend, but rising wages, urban migration, service jobs and an anticipated drop in household savings rates will boost consumption. India’s massive demographic dividend and burgeoning middle class will spur consumption and aid economic growth.

Meanwhile, Indonesia, the Philippines and Malaysia are set to grow their labour forces significantly, leading to a rise in per-capita disposable income. The rapidly advancing digital economy in the region will provide additional access to the previously unserved and deliver on consumer demands for convenience and efficiency.

A new consumer profile

All these macro forces are leading to a bi-polarization of consumption, where consumers will have more power and simultaneously demand both premium and value-for-money goods and services. The consumer of the future is likely to be far more discerning in everything, from what she consumes (personalized/localized/healthy/sustainable) to where she shops (omnichannel, shopping at her convenience) to how she is influenced (less by companies and more by social communities).

Local and regional players gain ground

One trend that will play an increasingly important role is local and insurgent businesses outgrowing incumbents and beginning to disrupt the market – it’s visible across developed and developing markets alike. Nimble local players are winning as they take advantage of proprietary access and local familiarity. For example, Wardah has captured a 30% market share in Indonesia by focusing on halal-compliant cosmetics.

Another advantage to local companies is a commitment to weather short-term turbulence. At one Indonesian conglomerate, the C-suite view is to take a secular view, invest it and stay the course – and not worry about the quarterly or yearly fluctuations in results.

We are also seeing the continued emergence of Asian multinational corporation – Huawei in technology, DBS in Banking, Unicharm and Kao in personal care; and Suntory, Universal Robina and Indofood in F&B to name a few. Entrepreneurialism is peaking with more than 140 unicorns in Asia as of 2019. China leads in the number of patents held in artificial intelligence and deep learning.

Questions for companies

The Asian era is here and as companies ramp up their ambitions and efforts, they need to ask themselves several basic questions. Among the most important:

– Do we have a “future-back” strategy (imagining the future and then working on the steps required to position a company to compete in 10 or 20 years) that’s right for the dynamic nature of the region?

– Are we building future-proof competitive advantages and business models?

– What do our consumers want, what new products will serve their needs, how best to engage and serve them?

– How do we handle data?

– Do we have a sustainability agenda that will help support this consumption boom without taking away from the planet even more?

– How should we organize ourselves to be extremely agile to make the most of this unprecedented opportunity?

A job market in transformation

Governments in developing countries across Asia-Pacific are in a race to overcome poverty, the lack of infrastructure and other significant obstacles to catch up with the rest of the digital world. The digital transformation and Fourth Industrial Revolution across markets will displace existing jobs and the distribution of jobs across sectors will shift considerably in the process.

Employment is expected to rise in healthcare, spurred by the ageing population, for example. However, labour-intensive sectors such as manufacturing, transport and storage are likely to see a reduction in employment levels as a result of automation. It is expected that 53 million workers will have to be reskilled in ASEAN alone. This dynamic is further complicated by the rise of the gig economy, where qualified graduates are taking on jobs as ride-hailing drivers and food delivery couriers.

The new focus on sustainability

Sustainability and its environmental, social and economic impact will also continue to rise on the agendas of governments and NGOs in the region. Both the institutional definition and scope for business will continue to expand to cover topics from health and wellness to diversity and equality opportunities. Investors will also have to play their part: many large investors in Asia-Pacific have started shifting away from primary industries such as oil and gas, mining and agricultural commodities to business models that address environmental and social needs, such as renewable energy and for-profit hospital networks that offer underserved populations better access to healthcare.

A tricky balance for government

As this future unfolds, governments will need to get a few things right. They will need to create trade and investor-friendly reforms, promote social and financial inclusion, invest in hard and soft infrastructure and institute public-private partnerships. They will need to innovate and reform education to ensure there is a competitive and appropriately skilled workforce. While they make these moves, they will be required to balance technological advancement and job creation and talent reskilling, economic development and sustainability, and scale advantages and concentration of power. South-East Asia’s ability to live up to its growth potential will largely depend on it.

Pubblicato in: Banche Centrali, Devoluzione socialismo, India

India. 2020. Pil +4.0% anno su anno.

Giuseppe Sandro Mela.

2021-02-01.

India 013

Il pil indiano è cresciuto del 4.0% anno su anno. E questo è successo nonostante la epidemia da Covid-19.

Tuttavia questo risultato si presta a considerazioni di ben maggiore portata.

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Tutta la stampa ed i media liberal occidentali avevano prognosticato un crollo.

World GDP recovery to strengthen from mid-2021 on vaccine rollout, India’s GDP to shrink -9.4% in FY21: Fitch

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Coronavirus-hit Indian economy to contract by 4% in FY21: ADB forecast

«Hit hard by the coronavirus pandemic, the Indian economy is expected to contract by 4 per cent during the current financial year ….

China, however, is expected to record a positive growth of 1.8 per cent in 2020, sharply down from 6.1 per cent in 2019»

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Solo qualche sparuto economista occidentale aveva azzardato un previsione ragionevole.

GDP growth rate for 2019-20 revised downwards to 4%

«India’s gross domestic product (GDP) growth in 2019-20 revised to 4% from 4.2% estimated earlier, according to data released by the Ministry of Statistics and Programme Implementation. Nominal GDP grew by 7.8% compared with the provisional estimate of 7.2%, according data by National Statistical Office. For 2018-19, GDP growth was revised to 6.5% from the earlier estimate of 6.1%.»

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Andare a controllare quanto le previsioni fatte siano state corroborate dai dati sembrerebbe essere una operazione del tutto ragionevole.

Da questo punto di vista, la quasi totalità dei media occidentali ha clamorosamente fallito le previsioni sulla India, perché non riesce a ragionare come ragionano gli indiani, che sono tutto, tranne che liberal socialisti.

In conclusione, leggere i loro articoli è semplicemente controproducente: sono generatori cronici di notizie false e dati mal riportati e peggio intesi. Meglio, molto meglio, astenersi dalla loro lettura.

Pubblicato in: Commercio, Economia e Produzione Industriale, India, Problemia Energetici

India. Dicembre. Importazioni petrolifere +11.6% anno su anno.

Giuseppe Sandro Mela.

2021-01-28.

2021-01-22__ India Greggio 001

«India’s crude oil imports in December soared to the highest levels in nearly three years to more than 5 million barrels per day (bpd) as its refiners cranked up output to meet a rebound in fuel demand»

«India’s year-end rush for crude supplies coincided with stronger demand from north Asian buyers during winter, boosting prices and an accelerating de-stocking of floating storage globally»

«India’s refinery utilisation rates are also nearing full capacity»

«December oil imports by India, the world’s third biggest crude importer and consumer, were about 29% more than the previous month and about 11.6% higher than a year earlier, the data showed, after fuel consumption rose for a fourth straight month to an 11-month high in December»

«In December, Iraq remained the top oil supplier to India followed by Saudi Arabia, United Arab Emirates. Nigeria emerged as the fourth biggest supplier, pushing the United States down to the sixth position just after Brazil»

«The share of India’s imports from the Organization of the Petroleum Exporting Countries, including supplies from the Saudi-Kuwait Neutral Zone, fell to a record low of 67% in December»

«OPEC’s average share for the first nine months of India’s current fiscal year which ends in March was about 74%.»

«This is the harbinger of a recovery in fuel demand and improving refining margins.»

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Usa-India. Mahindra (carmaker) dimezza i dipendenti negli Stati Uniti

India. Nuova legge sulle ngo – ong. Tagliati i fondi stranieri.

India. Agosto. -8% anno su anno. Produzione Industriale ancora negativa, ma in ripresa.

India. Sei nuovi mega impianti di trattamento delle acque reflue del Gange.

India. Agricoltura. Semine estive +21% rispetto l’anno precedente.

Heavy monsoon rains speed up crop planting in India.

India. Riserve Valutarie salite a 516.36 miliardi Usd.

India. Maggio. Rispetto ad Aprile, consumi benzina +81.8%, diesel +69.1%.

India. Modi. Una rivoluzione nella politica economica. ‘Self-reliant India’.

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Questa consistente ripresa delle richieste energetiche indiane è un segno rassicurante di una prossima ripresa della crescita economica del paese.

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India’s oil imports at near three-year high in December – trade.

India’s crude oil imports in December soared to the highest levels in nearly three years to more than 5 million barrels per day (bpd) as its refiners cranked up output to meet a rebound in fuel demand, data from trade sources showed.

India’s year-end rush for crude supplies coincided with stronger demand from north Asian buyers during winter, boosting prices and an accelerating de-stocking of floating storage globally.

December oil imports by India, the world’s third biggest crude importer and consumer, were about 29% more than the previous month and about 11.6% higher than a year earlier, the data showed, after fuel consumption rose for a fourth straight month to an 11-month high in December.

“India’s refinery utilisation rates are also nearing full capacity and probably refiners are replenishing inventory anticipating higher prices during winter,” said Ehsan Ul Haq, analyst with Refinitiv.

“This is the harbinger of a recovery in fuel demand and improving refining margins.”

However, India’s annual crude imports declined by about a tenth in 2020 from the previous year to 4.04 million bpd, the lowest in five years, data compiled by Reuters showed.

The share of India’s imports from the Organization of the Petroleum Exporting Countries, including supplies from the Saudi-Kuwait Neutral Zone, fell to a record low of 67% in December. OPEC’s average share for the first nine months of India’s current fiscal year which ends in March was about 74%.

OPEC’s share of India’s oil imports drop to record low.

While India cut back imports from Middle Eastern, African and U.S. oil in December from the previous month, it marginally lifted its intake of Latin American and Caspian Sea oil.

Share of various regions in India’s oil imports.

In December, Iraq remained the top oil supplier to India followed by Saudi Arabia, United Arab Emirates. Nigeria emerged as the fourth biggest supplier, pushing the United States down to the sixth position just after Brazil.

Pubblicato in: Cina, Devoluzione socialismo, India, Regno Unito

USA. Anno nuovo, media con nuova impaginazione. Reuters e Cnn.

Giuseppe Sandro Mela.

2021-01-25.

2021-01-24__ Media 001 Cnn 002

Con gennaio sono mutate molte realtà, sia a livello politico sia a livello economico.

L’Amministrazione Trump è stata sostituita da quella subentrante e il sistema economico cinese si avvia a superare il valore di quello americano. Il dollaro non è più valuta di riserva a livello mondiale.

2021-01-24__ Media 001 Reuters 001

I media americani stanno lentamente prendendo conoscenza delle mutazioni avvenute ed hanno mutato rattamente le titolazioni degli indici.

                         Cnn.

La pagina politico-economica inizia con “World”, dizione in cui modestamente e umilmente la Cnn mette gli Stati Uniti.

Ma subito dopo seguono Africa, Americas, Asia, Australia, China, Europe, India, Middle East, United Kingdom.

Alcuni termini sono soltanto geografici, altri denominano invece stati sovrani.

Si noti come l’Unione Europea non sia nemmeno menzionata, così come la Germania o la Francia.

Invece Cina, India e Regno Unito hanno l’onore di un sottoindice particolare.

                         Reuters.

Fedeli all’ordine ricevuto in velina, anche Reuters si è adeguata.

Sotto l’indice “World” compaiono zone geografiche e quattro stati sovrani: United States, United Kingdom, China ed India.

Ossia le grandi potenze politiche, economiche e sociali del mondo.

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Alcuni elementi saltano agli occhi.

– La Russia, grande potenza politica, energetica e militare non compare per evidenti motivazioni ideologiche

– Giappone, Germania e Francia non sono nemmeno considerate: sono nullità

– L’Unione Europea è stata fatta rientrare nella generica dizione di ‘Europa’: un sistema politico ed economico allo sfascio

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I tempi stanno cambiando, ed anche molto velocemente.