Forecasts 2016: China
In his 2016 Forecasts Event (held January 26th, 2016), Jonathan K. DeYoe discussed China in 2015 and the traditional process of transition from developing to developed world.
This process in China (as elsewhere) will involve putting in place better tools and processes for measuring their economic data as they transition from an industrial (GDP comes from bridges and roads) to a consumer (GDP comes from 500,000 small enterprises and many more consumers) driven economy. This process takes time and asks patience of investors.
Other Video Snippets from Forecasts 2016:
Where We’ve Been
Oil & The Commodity Cycle
Stock Market Valuations
Where Are Markets Headed
Or, The Forecasts 2016 presentation in it’s entirety is on YouTube: