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China produces over one-third of global industrial output. That’s not a trend. That’s a structural fact. Plus China keeps growing—but also keeps hitting constraints: weak consumption, high savings, terrible demographics and pressure to shift its model. So, will it find enough energy to jump over the U.S?
By Jan RůžičkaChina produces over one-third of global industrial output. That’s not a trend. That’s a structural fact. Plus China keeps growing—but also keeps hitting constraints: weak consumption, high savings, terrible demographics and pressure to shift its model. So, will it find enough energy to jump over the U.S?

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