The place to be in the next twenty years is...

[jonojpsg]

Fast forward 30 years, mix in global warming, govt funding of competitors (Etihad), oil price rises and good theories have of often been proved wrong.

Looking ahead how can I know if in 20 years I'll be driving an oil fuelled car to work, an electric car to work or staying home to work cause my virtual office is just as efficient.

My good theory, which may well be proved wrong, is that there is almost NO way that you will be driving an oil fuelled car to work in 20 years, NO way.

 

[Wysiwyg]

Some excerpts from an article published during the Howard Government reign in regards to where the market sectors might be.

But the latter is twofold. For if you accept climate change as a reality, your first question must be: What companies or sectors will be adversely affected by climate change? Agriculture seems obvious, for example, and insurance. The mining industry does not seem obvious more a case of damn the torpedoes, full steam ahead but much production has been lost to flooding, landslides, hurricanes and other climatic anomalies in recent years.

There would also be winners under climate change. Persistent outbreaks of disease would not hurt the healthcare sector, for example.

Winners include alternative energy companies (eg Origin (ORG)), recyclers (eg Simms (SGM)), property trusts that actively manage property sustainability (eg Investa (IPG)), financial institutions who will benefit as intermediaries in a carbon marketplace, banks that acknowledge and adjust for climate change risk (eg Westpac (WBC)), and healthcare companies providing solutions against widespread disease (Eg Sigma (SIP)).

 

[alter1217]

My good theory, which may well be proved wrong, is that there is almost NO way that you will be driving an oil fuelled car to work in 20 years, NO way.

In 2014 China dumps all their US treasuries
In 2015 WW3 starts
In 2025 War is over, everywhere lays in ruins
In 2027 Reconstruction begins. Powered by petroleum cars. It's used because combustion is a technology that can be much more easily replicated then high-tech batteries and efficient solar panels.

Anything can happen

 

[sinner]

The place to be in the next twenty years is...buying Chinese Yuan.

 

[gooner]

I am interested what sectors investors see as leading growth over the next twenty years?

My keen interest is energy and soft commodities followed by hard commodities on the back of the once in an investment generation industrialisation and adoption of Western living standard of Chinindia. In particular, I am a long-term bull on:
1. Energy. Has to be a no brainer. Dwindling oil supply, no new major oilfields discovered for years, climate change (brown coal) is a classic pincer move for the old 'oil/coal' axis. In the short-term, oil companies could be an outperform due to supply shocks with the existing brown infrastracture taking a few more years to develop. In the medium term, uranium. For the long term, it is CSM, geothermal and one or two others that can provide base load power. Not sure about the future of transportation energy - hydrogen, electric?
2. Fertilizer needed to feed a population of 10billion on an ever dwindling bread basket.
3. Water technology - ditto above.
4. Green buildings, especially core property sectors (huge consumers of energy).

I can add more to the list but I would love to hear the thoughts of any futurists in the meantime. For instance, my interest has not been in technology but I am sure there is money to be made out of technological innovation especially in infrastructure, communication and medicine.

Energy agree

Food agree. But I understand most fertiliser is made from oil, so fertiliser manufacturing is a process, so even if food prices are high, the value in the chain will go to the oil producer not the fertiliser producer, IMHO. Interested in what people think are good food companies - basically that own producing agricultural land.

 

[nulla nulla]

Buy a big block of land in the Wimmera/Mallee Victoria, build a subteranean nuclear fallout shelter complete with filtered water tanks. Grow your own produce above ground and butcher your own stock. Install Solar panels and hook some generators up to your windmills. Stock up from Safeway, Woolworths and Coles with the essentials like toilet paper, tooth paste and canned goods whenever they are on special. Buy a shotgun and shells to keep unwelcome guests away when the going eventually gets tough. You'll be right.

 

[Nero64]

Any company involved in IP Television in the next 5 years.

It's going to be big. You just click on a few buttons from your home TV and your shopping will be Delivered to your door. Games, movies and more, leaving the home will become unnecessary.

Mainly service providers like iiNet and TPG have already kicked this off. Then every man and his dog will be onto it.

 

[nulla nulla]

Any company involved in IP Television in the next 5 years.

It's going to be big. You just click on a few buttons from your home TV and your shopping will be Delivered to your door. Games, movies and more, leaving the home will become unnecessary.

Mainly service providers like iiNet and TPG have already kicked this off. Then every man and his dog will be onto it.

Never need to leave home. So much for integrating in society. Become totaly paranoid. Fortress suburbia. Shoot anything that moves (other than the delivery man).

 

[oztrades]

agree with nero.. and nbn around in 5 just makes it all better

 

[Wysiwyg]

Any company involved in IP Television in the next 5 years.

Somethings to consider is who is going to be the major telecommunications business that will provide this service? Another factor will be subscription and whether people want to pay. Is pay t.v. in every home now? Not by a long shot.

 

[Wysiwyg]

Any company involved in IP Television in the next 5 years.

It's going to be big. You just click on a few buttons from your home TV and your shopping will be Delivered to your door. Games, movies and more, leaving the home will become unnecessary.

Mainly service providers like iiNet and TPG have already kicked this off. Then every man and his dog will be onto it.

A high speed connection in the order of 10 Mbps is required 100% of the time unlike the present network which is used by everyone and speeds vary greatly. Current infrastructure doesn't allow these speeds to be accessible or affordable to everyone. There is presently internet, internet TV, terrestrial free to air TV and Pay TV as competition for this service and I can see only those in the medium to higher income bracket as the "possibly" interested consumer.

Maybe common place IN twenty years time.

 

[Bushman]

Somethings to consider is who is going to be the major telecommunications business that will provide this service? Another factor will be subscription and whether people want to pay. Is pay t.v. in every home now? Not by a long shot.

Who are the global players? Access to vaste amounts of capital will be needed.

 

[Bushman]

The place to be in the next twenty years is...buying Chinese Yuan.

But when will they float the yuan? Is this a twenty-year timeframe? The Chinese financial system is still very much in its infancy. However if the US does become a banana republic then the world will be crying out for a new global balance sheet from which to settle its trades.

 

[THE BUZZ]

Nuclear power technology.

China plans on building hundreds state of the art reactors in the next 20 years.

3rd and 4th Generation Technology.
Other countries might eventually turn to the mighty Atom.

Uranium will be in demand.

http://www.world-nuclear.org

 

[THE BUZZ]

more specific link...
soz.

http://www.world-nuclear.org/info/inf77.html

 

[Bushman]

Here are a few common sense investment rules and principles to think about for the next decade. Basically boring is back.

www.theaustralian.com.au/business/n...of-a-lost-decade/story-e6frg90x-1225814878616

 

[craigj]

the basics must come first to support the growing population

food and water - the essentials to life

anything to improve soil and water quality and availability