How will China fare following the end of its one child policy?

Simon Finch, manager of the Ashburton India Equity Opportunities fund, looks at how China's demographics compare with India, following recent changes.

Much excitement has been made of China's recent decision to end its one-child policy regime after more than three decades. Nappy companies and those selling other baby necessities attracted substantial investor interest in the immediate aftermath of the announcement last month. It is worth considering whether the recent announcement will indeed be welcomed by the world's most populous country, or if the mind-set of a one child policy is now ingrained. If the latter, what are the implications for China? It is also an opportune moment to compare China's demographic outlook with that of ...