Filtering opportunities by region and even city will be critical to surviving a China slowdown
It is possible to be both a bear and a bull. To start, economists tend to focus on the big picture outlook (bearish), worrying about debt and demographics, while business owners focus on specific opportunities in the country’s best performing cities (bullish).Download this report
Online shoppers are fast changing the country's commercial landscape. Long live the revolution!
China's flourishing e-commerce business has created new solutions for tapping the country's many mid-sized cities without having to invest in vast retail networks. However, it has simultaneously created a hypercompetitive market for commoditized products.Download this report
China’s economy faces twin shocks from debt and demographics. Lower growth rates are a reality.
We remain positive on specific commercial opportunities in China. However, the ongoing rise in the country’s debt levels is unsustainable, especially when combined with a rapidly declining youth population. Together, these challenges will result in slower economic growth rates.Download this report
We are witnessing the end of the 'old' outsourcing model, as there is no substitute for China.
China's production costs are rising. But Southeast Asia is only a niche supplier alongside China, rather than a direct competitor. Factories will also increasingly sell to Asia's large markets, rather than export. They will also look to evolve into brand-owners.Download this report
China's private firms are shopping for foreign brands and technologies to bring home.
Chinese firms are expanding globally; but it’s still early days, and the hype is greater than the reality. The first wave of investment has focused mainly on extracting and shipping resources. The next wave must deal with market penetration, competition, and internationalisation in order to succeed.Download this report