Make no mistake: the drivers of China's development in the decades to come will be very different from the ones we have previously associated with the Asian powerhouse.
Chinese growth will no longer be dependent on infrastructure investment or exports but will be reliant on the country's ability to be at the forefront of technological innovation. It is no secret that China's population is ageing at an alarming rate, and this demographic pressure is not about to ease any time soon. Even the abolition of the single child policy will not reverse this trend, quite simply because Chinese couples have little interest in starting large families. Ox marks the spot? Assessing the animal spirits of Chinese equities The qualified workforce will inevitably sh...
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