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China and India Are an Opportunity, Not a Threat

An interview with Michael Silverstein, cofounder of The Boston Consulting Group’s global consumer practice and coauthor of The $10 Trillion Prize: Captivating the Newly Affluent in China and India. Download this podcast A written transcript will be available by October 5.

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Indian business people have been urged to invest more in Thailand, which will link India with other countries in ASEAN and the Greater Mekong Subregion.

An interview with Michael Silverstein, cofounder of The Boston Consulting Group’s global consumer practice and coauthor of The $10 Trillion Prize: Captivating the Newly Affluent in China and India. Download this podcast A written transcript will be available by October 5.

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China and India Are an Opportunity, Not a Threat

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Economics

China’s new three-child policy highlights risks of aging across emerging Asia

Thailand’s (Baa1 stable) total dependency ratio is set to jump nine percentage points to 51% by 2030 – a faster increase than China’s – which will pressure public and private savings through higher taxes and social spending, reducing innovation and productivity gains.

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Street vendor in Bangkok

Population aging in China (A1 stable) and other emerging markets in Asia will hurt economic growth, competitiveness and fiscal revenue, unless productivity gains accelerate, according to a new report by Moody’s Investors Service.

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China

Clear skies over Asia’s new foreign investment landscape?

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Compounding the fallout of the US–China trade war, the global pandemic and recession have caused considerable speculation on the future of foreign investment and global value chains (GVCs). But though there is likely to be some permanent change, it will probably not be as great as politicians expect.

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