Thursday, August 4, 2011

Overestimated China

I think China is overestimated (but I might be wrong - just as my grandfather was when he said that the internet was not going anywhere).


The demographic factors that would support China's economic growth are most likely to become a demographic trap.

bonus track: China’s New Housing Agenda (lessons to learn?)
bonus track 2: (updated): More on China's demographic trends here


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