By 2030, China should have approximately 1.4 billion middle class consumers compared to 365 million in the U.S. and 414 million in Western Europe.
FORBES: Within A Generation, China Middle Class Four Times Larger Than America's
By 2013, China should have 715 million people online, with 40% shopping online for an increase of nearly 100 million new online shoppers in China over the next two years.
By the official count, neither China nor its lenders should have all that much to worry about.
Exports accounted for only 15% of India's GDP in 2008, compared with 33% in China, so India should have been much less affected by the global downturn.
In any event, with growth slowing, it should not have surprised anyone that China would reach into its monetary tool kit and use the interest rate flexibility that it enjoys in order to achieve the growth targets that it has set.
LVMH, Richemont and Swatch which are present in duty-free outlets and big cities worldwide and have established brands in China itself, should also do well.
China's foreign ministry may have argued that the rhetoric should be dialled down.
With that in mind, some have argued that the United States should not act until China and other emerging economies do.
This strategic momentum has carried into 2012, as the recent WTO agreement with China, highlighting IMAX, should enhance programming flexibility in our biggest international market, and we have also made early progress toward igniting network growth in Latin America and Europe.
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Even by the government's optimistic accounting, only Bank of China currently meets the standards set by the Bank for International Settlements, which thinks big banks should have capital equal to at least 8% of their assets.
As industrial profits increase, shares of Chinese companies should start to appreciate, helping out patient portfolio investors who have been hard pressed for gains in broad China funds like FXI.
Hongbin Qu, chief economist for China at HSBC, said the improvement in factory conditions suggests earlier easing measures from Beijing have started to work and should ease concerns of a sharp growth slowdown.
Given all of the uncertainty surrounding Europe, there is no reason why the Euro should have appreciated by 18 percent against the dollar over the past 15 months, other than purchases by China.
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