China's shift to a Consumption Driven Economy

2020-10-29

China's shift to a Consumption Driven Economy: The formation of a large urban Middle Class

This post investigates the drivers for the formation of a large urban Middle Class in China and how it will increase consumption as a % of GDP from 39% today to 50% in 2030

2020-10-13

China's shift to a Consumption Driven Economy: Urbanization

This post covers the differences between Urban China vs. Rural China and how Urbanization drives growth


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