China’s workforce and general population are ageing rapidly, and the grievously underfunded welfare and pensions system won’t cope. That’s a recipe for structural decline and turmoil, says Jonathan Compton.
China is likely to see a consolidation of state-owned enterprises, especially in key sectors such as coal, power, heavy equipment manufacturing and steel.
The key question for China now is whether it can avoid repeating the fate of Japan in 1989 and its “lost decades”.
After several years of deliberation, index provider MSCI has considering added domestic Chinese A-shares to one of its major benchmarks, the Emerging Markets index.
You wouldn’t think a Chinese chemical maker and a talking tom cat would have much in common. And you’d be right.
Moody’s decision to downgrade China’s credit rating is no surprise, and many believe it will have no real impact.
China may now have more billionaires than America. In 2000, it had just one. That should be good news – but some of them are feeling very nervous. Alex Rankine reports
Donald Trump’s election gave commodities a boost last autumn. But now the trend has reversed, with metals especially weak. The culprit is the key driver of demand: China.
Markets are getting worried about China’s massive levels of debt. No matter how it’s resolved, there’s going to be pain for everyone, says John Stepek.
Whoever has the most gold, makes the rules, says Dominic Frisby. For the moment, that’s the US – but don’t count on things staying that way.
China has launched a new online system where a million large firms can report figures directly, bypassing corrupt local officials.