china's sustainability supertrend
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The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Top Five Opportunities and How Your Company and Career Can Benefit
Green Drinks China
Presented by: Jason Inch
May 10, 2012
China’s Sustainability Supertrend
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
About the Presenter
Jason Inch MBA, Richard Ivey School of Business
Exchange at China Europe Int’l Business School (CEIBS) Undergraduate degree in Asian Studies, U. of Victoria (Canada)
Exchange at Nanzan University (Nagoya, Japan) Twelve years work experience in Asia Co-author 2008’s Supertrends of Future China Author 2012’s China’s Economic Supertrends Adjunct Professor Partner at Shanghai consulting and
event company Learn more:
www.JasonInch.com www.ChinaSupertrends.com
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
A modern guidebook to China’s macroeconomic trends and opportunities, for businesspeople seeking new strategies, investors seeking growth and professionals interested in new career directions. Published April 2012, available today.
New Book – April 2012
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
China Supertrends Photography Project
• Capturing images of a changing China
• Collaboration between China-based photographers and author Jason Inch
• Photos in this presentation by: – DK Wong – HAN Yi – SUN Lei – HU Yinqiao
• Get involved!
– www.ChinaSupertrends.com /photographyproject
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Agenda
• What are the Supertrends?
– The Growth Engines of China
– China’s Turbochargers
• China’s Sustainability Supertrend
– Top Five Opportunities for the Next Five Years
• Q&A
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
What is a China Supertrend?
• A combination of a growth engine, a turbocharger and one or more economic, demographic or political forces
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Growth Engines
• Economic components:
– Trade
– Investment
– Consumption
8
China’s 2007 GDP Growth:
Investment, 38%
Trade, 23%
Consumption, 39%
9
China’s 2009 GDP Growth:
Investment 92%
Trade 0%
Consumption 8%
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China’s 2011 GDP Growth
Investment 10%
Trade 0%
Consumption 90%
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com 11
CONSUMPTION WILL
AND MUST BECOME
THE KEY ECONOMIC
DRIVER IN THE
FUTURE
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
China’s Retail Growth
Source: China’s National Bureau of Statistics
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Consuming and Aspiring
• Chinese consumers are playing their part to drive consumption.
• They aspire to a higher quality of life, for themselves and for their children.
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Opportunity #1: Microtrends
Life
Of
Health
And
Sustainability
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Turbochargers
• Reverse Globalization
• Leapfrogging
• Determination
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Opportunity #2: Facilitate Reverse Globalization
Year US$ Investments Abroad
2003 ~2.7 billion
2004 ~$2.9 billion
2005 ~$5.5 billion
2006 ~$12.3 billion
2007 ~$21.2 billion
2008 ~ $52.2 billion
2009 ~$56.5 billion
2010 ~$59 billion
China ODI (US$ billions)
Source: Ministry of Commerce
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The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
DESIRE TO
SUCCEED
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
GOVERNMENT POLICY
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
China’s Plastic Bag Ban
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
The Sustainability Supertrend
• Innovation
• Clean Energy
• Sustainable Development
Three Growth
Engines
Turbochargers
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Opportunity #3: Innovate in China
BYD has just begun selling the all-electric E6 model to the public.
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Environment
• Water
• Wind
• Solar
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
CHINA’S RIVERS:
FROM THIS….
The Economic, Demographic and Political Forces that are Changing the World.
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BACK TO THIS….
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
From AIR…
The Economic, Demographic and Political Forces that are Changing the World.
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…to OPPORTUNITY #4
The Economic, Demographic and Political Forces that are Changing the World.
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And Finally… Opportunity #5
节能减排
Save Energy, Reduce Pollution
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Five Opportunities for the Next Five Years
1. Microtrends
2. Facilitate Reverse Globalization
3. Innovate in China
4. Solar
5. Save Energy, Reduce Pollution
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com
Q&A
THANK YOU!
JASON INCH [email protected]