• China aims at transforming the economy towards more domestic consumption and moving up the value chain.
• At the same time, China is trying to deflate a housing and credit bubble, while trying to maintain rapid economic growth.
• And all the while it is faced by structural problems like an unsustainable investment boom, a demographic crisis and rapidly losing competitiveness.
• While Chinese markets have exploded higher despite these problems, there are still some opportunities left, riding the waves of the economic change.

Source The Big Chinese Transformation