In June, we examined some of the powerful forces impacting on China’s economy now and in the future. Topics included the implications of China’s still-falling birth rate, Beijing’s inability to break its habit of borrowing to fund infrastructure spending and – not unconnected to that – the relentless rise in government debt. Read on for a round-up of some of the economic insights Fathom sent to clients in June, with topics including:
When will China run out of workers?
Mounting pressure on Chinese government finances
China doubles down double quick
China tech: a short-term revival or a longer-term theme?
[Please click below to read the full note.]