China, India, and the Question of Population Growth

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 19 January 2023

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare. Stocks discussed: PG, CMG, AAPL, SBUX, DXCM Host: Chris Hill Guest: Bill Mann, Sanmeet Deo, Kevin Sayer Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This episode is brought to you by Gravity.
0:02.4	Gravity's been keeping stuff on the ground since the beginning of time.
0:06.4	To learn more, go to Gravity.org.
0:08.6	We've got health care, consumer goods, and some data out of China that investors might
0:18.2	want to know about.
0:19.2	Motifool Money starts now.
0:21.4	I'm Chris Ellin joining me today, Motifool's Senior Analyst Bill Mann.
0:27.4	Thanks for being here.
0:28.6	Hey Chris, how you doing?
0:30.3	I'm doing all right.
0:31.3	I want to start with Procter & Gamble.
0:33.3	And by the way, before anyone wonders, why are you talking about a boring company like Procter
0:37.5	& Gamble?
0:38.5	I'm just going to point out that over the past one year and the past five years, P&G has
0:43.1	solidly beaten the S&P 500.
0:46.4	Yeah, I don't know why you're stepping on the lead with Procter & Gamble though, because
0:52.2	boring is beautiful in the stock market.
0:55.8	Oh, I agree.
0:57.0	I'm just saying occasionally we hear from the dozens of listeners and they express their
1:02.6	opinion on boring companies.
1:04.6	But I think you've got to be more secure in your willingness to dive into the companies
1:10.6	that people think aren't necessarily cutting edge because you know what is cutting edge?
	...

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