Four forces driving China
Trade issues might dominate the headlines, but four distinct forces are driving China’s economy.
Urbanization
Urbanization
225 million people will move to China's cities by 2030, and that will create demand for services like education and healthcarel.
Ageing
Ageing
China's 65+ population will grow by 110 million by 20302, and that means stronger demand for medical services and products.
Innovation
Innovation
China is ramping up robotics installations by over 25% per year3 and investing heavily in R&D to develop new innovations.
Consumer demand
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.
UBS Asset Management: Your First Call for China
UBS Asset Management: Your First Call for China
