Executive Briefings

The Scale of China Is Such That Small Market Growth There Is Still Huge Growth

In debates about whether growth is a percentage point up or down, we too often lose sight of the absolute scale of China's economy. No matter what rate the country grows at in 2016, its share of the global economy, and of many specific sectors, will be larger than ever.

A snapshot of China in 2016? An increasingly diverse, volatile, $11tr economy whose performance is becoming more and more difficult to describe as one dimensional.

The reality is that China's economy is today made up of multiple sub-economies, each more than a trillion dollars in size. Some are booming, some declining. Some are globally competitive, others fit for the scrap heap. How you feel about China depends more than ever on the parts of the economy where you compete. In 2015, selling kit to movie theaters has been great business, selling kit to steel mills less so. In your China, are you dealing with a tiger or a tortoise? Your performance in 2016 will depend on knowing the answer to this question and shaping your plans accordingly.

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A snapshot of China in 2016? An increasingly diverse, volatile, $11tr economy whose performance is becoming more and more difficult to describe as one dimensional.

The reality is that China's economy is today made up of multiple sub-economies, each more than a trillion dollars in size. Some are booming, some declining. Some are globally competitive, others fit for the scrap heap. How you feel about China depends more than ever on the parts of the economy where you compete. In 2015, selling kit to movie theaters has been great business, selling kit to steel mills less so. In your China, are you dealing with a tiger or a tortoise? Your performance in 2016 will depend on knowing the answer to this question and shaping your plans accordingly.

Read Full Article