A return to the traditional investment-led economic strategy will be impossible once the boost from the current stimulus package loses steam in the next two-three years. China will of necessity be turning inward to develop new growth drivers. This transition will take at least four-six years, during which time economic expansion is likely to remain weak compared with past trends.
The biggest untapped gains in productivity lie in the accelerated transfer of rural labour into the...
Sorry, you do not have access to this page because you are not logged in.
If you are not a subscriber or a trialist and you want to discuss how to access our work please:
Trusted Sources helps clients identify investment opportunities in emerging markets, exploit them with greater confidence and stay alert to associated risks.
Learn more about our approach, our team and our research, as well as our media appearances.
