Motley Fool Money China, India, and the Question of Population Growth
Jan 19, 2023
Bill Mann, Senior Analyst at Motley Fool, and Kevin Sayer, CEO of Dexcom, discuss the significant shift in population dynamics as India prepares to surpass China. Mann highlights Procter & Gamble's pricing challenges and the shifting manufacturing landscape towards India and Vietnam. Sayer dives into revolutionary advancements in continuous glucose monitoring, showcasing how real-time data is transforming diabetes management. Together, they paint a picture of how these trends impact businesses and healthcare on a global scale.
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Boring is Beautiful
- "Boring" companies can be great investments.
- P&G's consistent performance beats the S&P 500, demonstrating this principle.
Limits of Pricing Power
- P&G's pricing power has limits, as seen in decreased demand despite price increases.
- Consumers are switching to cheaper alternatives, impacting P&G's strategy.
China's Population Decline
- China's population decline reveals a deeper, long-term trend.
- This decline stems from the one-child policy and impacts their economic growth.