The demographic trend is likely to restrict future economic growth. Why not turn the tables around so easily? Looking specifically for industries and for companies that benefit from the aging of the population. We're not talking about the short-term speculation, but the trends that are several years, perhaps even take decades to develop. But demography is the gain in the stock markets of importance in the future. Investors are specifically looking for profiteers and their prices will rise, long before the demographic shift is noticeable in the last penny.
If the number of elderly grows, then we must ask ourselves: Who makes money with the aging population? The older we get, the more likely we are usually dependent on medical help. Two possibilities: private hospital chains and pharmaceutical manufacturers. Both however have the problem that they earn their income is usually not available directly from the patient, but from the insurance intermediary and in particular of legal insurance or by public health systems, as in the U.S.. In this era of rising government debt is expected that the performance drops this insurance. In the health sector should therefore reinforce a trend that we see today: increase in patients, but at the same price pressure by state authorities who have to pay the bills. For the health sector is thus: It is fundamentally interesting. However, he is probably the potential that the aging of society brings, one can not translate into additional profits to one.
If the search for niche markets within the health sector, which can escape the pressure on prices. New, breakthrough medicines or therapies could do it safely. But honestly: Do you dare to say, which of the hundreds or thousands of new agents that are currently in the research, the makings of a blockbuster? I do not. Interestingly, however, could be shares of generics manufacturers. These companies produce inexpensive generic drugs whose patent protection has expired. You therefore benefit from both the aging of society and of the increasing price sensitivity.
Remain the trends that we can watch all day and where simple common sense is needed. An example is particularly jumped into my mind that I do not really care if you actually order an investor can make money. If you schonmal noticed how many people are running today with headphones around? They have not even sat next to a tram more often in the teens, who had turned his music so loud that you could easily listen in spite of his headphones? I do not know how you feel, but for me to be the only one conclusion: We will soon become a nation of hard of hearing. And what do the hard of hearing? Properly, hearing aids. On the one hand there is the rising number of elderly who need naturally a part of which is hearing. Let's call out the "structural" loss. And on the other hand, there are the boys who are completely voluntary, and actually extinguish it before the time with 120 decibels of hearing music from an mp3 player. Both groups are potential customers for the hearing aid industry. Some large vendors in this industry are listed by the way, for example, the Swiss company Sonova.
Other industries on which we find in the search for profiteers of demographic change, such as tourism and entertainment. However, it is true there carefully consider whether the positive factors of the aging face not opposing negative factors. In this case, one can argue for example that the expected increasing impoverishment of the state and large swaths of the population of potential customers for travel and entertainment services diminishes.
Overall, it appears quite difficult to pick out in a weak stock market in Europe and the U.S., I expect for the period after 2013, those industries that are developing positively. It may work, but probably only if you are working intensively with the industries and companies. Therefore seems more promising to me a second variant, which I would soon be put to the heart. Be curious.
If the number of elderly grows, then we must ask ourselves: Who makes money with the aging population? The older we get, the more likely we are usually dependent on medical help. Two possibilities: private hospital chains and pharmaceutical manufacturers. Both however have the problem that they earn their income is usually not available directly from the patient, but from the insurance intermediary and in particular of legal insurance or by public health systems, as in the U.S.. In this era of rising government debt is expected that the performance drops this insurance. In the health sector should therefore reinforce a trend that we see today: increase in patients, but at the same price pressure by state authorities who have to pay the bills. For the health sector is thus: It is fundamentally interesting. However, he is probably the potential that the aging of society brings, one can not translate into additional profits to one.
If the search for niche markets within the health sector, which can escape the pressure on prices. New, breakthrough medicines or therapies could do it safely. But honestly: Do you dare to say, which of the hundreds or thousands of new agents that are currently in the research, the makings of a blockbuster? I do not. Interestingly, however, could be shares of generics manufacturers. These companies produce inexpensive generic drugs whose patent protection has expired. You therefore benefit from both the aging of society and of the increasing price sensitivity.
Remain the trends that we can watch all day and where simple common sense is needed. An example is particularly jumped into my mind that I do not really care if you actually order an investor can make money. If you schonmal noticed how many people are running today with headphones around? They have not even sat next to a tram more often in the teens, who had turned his music so loud that you could easily listen in spite of his headphones? I do not know how you feel, but for me to be the only one conclusion: We will soon become a nation of hard of hearing. And what do the hard of hearing? Properly, hearing aids. On the one hand there is the rising number of elderly who need naturally a part of which is hearing. Let's call out the "structural" loss. And on the other hand, there are the boys who are completely voluntary, and actually extinguish it before the time with 120 decibels of hearing music from an mp3 player. Both groups are potential customers for the hearing aid industry. Some large vendors in this industry are listed by the way, for example, the Swiss company Sonova.
Other industries on which we find in the search for profiteers of demographic change, such as tourism and entertainment. However, it is true there carefully consider whether the positive factors of the aging face not opposing negative factors. In this case, one can argue for example that the expected increasing impoverishment of the state and large swaths of the population of potential customers for travel and entertainment services diminishes.
Overall, it appears quite difficult to pick out in a weak stock market in Europe and the U.S., I expect for the period after 2013, those industries that are developing positively. It may work, but probably only if you are working intensively with the industries and companies. Therefore seems more promising to me a second variant, which I would soon be put to the heart. Be curious.
