The compendium features broad themes like:
- A China hard landing would have a profound effect on the global economy, which will undoubtedly challenge investor sentiment, sparking major shifts in exchange rates, interest rates, and an array of other asset prices.
- The One Belt, One Road is strongly influencing the flow of Chinese outbound investment, creating significant opportunities for Chinese state-owned enterprises. However, OBOR entails not just great opportunities, but considerable challenges in politics, security, and the economy for these Chinese companies.
- China’s older population – those over age 65 – will likely swell to 330 million by 2050, nearly three times as many as today. The pension systems in China and other ageing-nations can only keep delivering if they are adjusted for the realities of longevity.
China continues to battle massive capital flight problem; Chinese residents have been driving capital outflows for years, and since early 2016, the direct investment of Chinese companies abroad surpassed foreign direct investments in China.