Four forces driving China

Trade issues might dominate the headlines, but four distinct forces are driving China’s economy.

01. Aug 2019

Urbanization

225 million people will move to China's cities by 2030, and that will create demand for services like education and healthcarel.

Ageing

China's 65+ population will grow by 110 million by 20302, and that means stronger demand for medical services and products.

Innovation

China is ramping up robotics installations by over 25% per year3 and investing heavily in R&D to develop new innovations.

Consumer demand

Online sales grew 32% y-o-y in 20174 and China's retail market has much more room to grow as urbanization plays out.

We believe these forces have a long way to run and will continue to create opportunities. Contact us to learn about how we invest in these four forces and how we can bring China to you.

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