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Marko Papic - A Multi-Polar World - [Invest Like the Best, EP. 268]

Invest Like the Best with Patrick O'Shaughnessy

NOTE

The Three Traps of China

Welka: China has high savings, right? Not for long. An aging society is a society of consumers, not savirs. As china transitions to an older society, its saving trade will drop below the investmera. And that's why demographic tract is critical to the current accont. Welka: It won't become energy and efficialt for t next decade. Two, over in the next decade, it's goig to have to double down on exports and investment.

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