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In these two years, the general environment is not good, and everyone is discussing one thing, which is to go overseas.
In 2023, China’s total retail sales of consumer goods grew by only 2 7 year-on-year, and the growth rate of disposable income per capita of urban residents hit a new low in recent years By 2024, this data is even more ugly. At the same time, the A-share market has long been constrained by a lack of liquidity, and the pulling effect of the capital market on consumption has continued to weaken.
Against the backdrop of stagnant salaries in traditional industries and white-hot competition in emerging fields, the hottest theme in the market in the past two years has been nothing other than going overseas, which is becoming a key path for enterprises and individuals to break through the bottleneck of growth.
Just as Japan achieved industrial upgrading through globalization in the lost three decades, Chinese enterprises and individuals will surely have new growth poles in the global market in the future if they can also seize the trend in this round of global reshuffle, which is actually the same for individuals and enterprises.
In the 1990s, after the bursting of the Japanese economic bubble, enterprises hedged against the shrinking of domestic demand by investing overseas, which was the most correct thing Japan did at that time in the face of economic downturn.
On the corporate side, Uniqlo, with its Heattech patented fabrics and globalized supply chain integration, accounts for more than 50 percent of its revenue from overseas, and today Uniqlo has become the world’s great consumer company with a very good price-performance ratio.
In addition to Uniqlo, there is also a company like Canon, which has cut into the medical imaging field through technology transformation, with overseas revenue accounting for 78.2%.
While everyone is talking about Japanese companies, many Chinese companies have actually been vigorously seeking opportunities to go overseas in the past few years.
For example, Haier has adopted a three-step strategy to localize its factories, localize its R&D, localize its brand, and high-endize its brand, with its overseas revenue accounting for more than 50 percent of the total.
In addition, there is also like Hisense and Algeria to build Africa’s largest home appliance industrial park, with an annual production capacity of 2 million units of air conditioners, 80 for export.
Chinese enterprises going overseas has actually been very obvious in the past few years.
For example, the new energy breakthrough, Ningde Times Longji green energy and other enterprises through technology export, in Europe, America and Southeast Asia market dominance.
In 2023, China’s exports of photovoltaic products increased by 38 percent year-on-year, and this figure continued to maintain high growth in 2024.
In addition to the manufacturing industry, the past two years have also seen an abundance of cultural IPs going overseas, such as TikTok, which now has more than 1 billion users globally, China’s short dramas such as Hidden Corner, which have promoted the reverse export of culture and led to a boom in overseas travel and consumption, as well as Nezha, which has recently become a hot topic, all of which are seeking to go overseas and generate more revenue.
Of course, it’s not just companies that are going overseas; opportunities for individuals to go overseas are also on the rise.
Many people say it’s too hard to find a job at home, too much scrolling, so go out to foreign countries, where there are actually many opportunities and the pay isn’t bad.
In the past few years, individuals have gone overseas from labor export to globalization of skills, and even at the family level, a global investment situation has emerged.
Let’s talk about the career opportunities of going abroad, the biggest advantage of going abroad is naturally high salary. For example, overseas demand for AI engineers and new energy technology talents, the salary is generally higher than the domestic 30 40. The bottom laborers are actually the same, and many workers do not want to roll at home, even if they deliver a takeaway, they go to places like Australia.
Or do carpentry and so on, go to Australia, go to New Zealand on a lot of Chinese bottom hit workers.
Of course there are content creation bloggers are also looking for opportunities to go overseas, they through TikTok, in overseas stations to publish content, get more attention and traffic, so as to earn more money. For example, on TikTok, vegetarian accounts such as Zhang’s Car Wash Sugar Cotton Candy and others, reuse domestic content that has been awarded ten million broadcasts, and it is clear that overseas users have a strong willingness to pay for unfamiliar content.
But the reason why we have such a good opportunity, the key is still in the policy support, we have moved from introducing to going out.
Data shows that China’s foreign labor cooperation sent personnel in 2024 reached 409,000 people.
It is natural for such a large population to go out because there are indeed good rewards in overseas markets, otherwise who would want to go far away from home?
Going out is certainly the best option for more middle-class and rich people.
For example, in the past few years, some bosses have built factories in Vietnam and Thailand, where costs are lower. For example, there are a lot of friends who do investment, people who used to invest in real estate in the country, in the past few years from the country to go out and invest in overseas real estate.
Is this a good choice? Of course it is. In the past few years, the domestic real estate market continued to be in the doldrums, and many people went out, and a lot of money went to smarter places, not only controlling the retraction of the downward cycle at home, but also grasping the opportunity of the upturn overseas.
Over the past two years, I have been researching the overseas market, and I have made a surprising discovery, that is, a lot of people who do not see the point, but instead made money. And a lot of people who think they know a lot about it lose money instead of investing.
Take real estate, for example, in Australia, in some of the fastest-growing prices in popular urban areas, property values have risen by an average of more than 15 percent per year. Ten years ago, the price of an average house in Byron Bay was close to A$850,000, while today the same property is worth about A$3.5 million, with an average annual growth rate of 15.2%.
Many people are skeptical at this point, taking data from the past few years, surely you can’t do a retraction, so how about I take data from the past 42 years in Australia and compare it?
Over the past 42 years, Melbourne has had the highest average annual growth rate in property prices at 8 26 .
Sydney had the second highest growth, with an average annual house price growth of 7 98 , slightly ahead of Canberra’s 7 9 growth.
Brisbane’s average annual house price growth was 7 51.
In many places, the increases over the past few years have been even greater.
Just looking at Australia you may not feel it, look at Japan, didn’t they say 30 years lost?
In fact, it is not, this is a big misunderstanding, from the level of the economy, Japan has not lost 30 years, but well spent 30 years. Going out to the sea and running away, the status of a developed country has remained unchanged. All these, how can one say that such a country has lost 30 years?
Japan’s property market stock market in the last year have hit new highs.
What about us? Not really, our supply is really excess, things are scarce, the past 30 years of rapid development, our cheapest is the cost of labor, so we build a large number of houses, resulting in a large surplus today, so the prices of most of our cities, the short-term several years is still very difficult.
That being the case, eyes should look overseas to discover a wider world.
From Japan’s lost thirty years to China’s current transition pains, history has repeatedly proved that globalization is the best way to cope with economic cycles.
Enterprises need to shift from OEM to ODM, and we need to upgrade our skills from labor export to skill export, from bringing in to going out, which is the ultimate answer.
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