China's Sustainability Supertrend

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

http://www.chinasupertrends.com/

http://www.greendrinkschina.org/

http://www.greendrinkschina.org/

http://www.jasoninch.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






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


http://www.amazon.com/Chinas-Economic-Supertrends-Changing-Superpower/dp/0987984713/?_encoding=UTF8&tag=supertrends-20&linkCode=ur2&camp=1789&creative=9325



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


http://www.chinasupertrends.com/photographyproject



http://www.chinasupertrends.com/photographyproject/



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




What is a China Supertrend?

• A combination of a growth engine, a turbocharger and one or more economic, demographic or political forces




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%

10

China’s 2011 GDP Growth

Investment 10%

Trade 0%

Consumption 90%


www.ChinaSupertrends.com 11

CONSUMPTION WILL

AND MUST BECOME

THE KEY ECONOMIC

DRIVER IN THE

FUTURE




China’s Retail Growth

Source: China’s National Bureau of Statistics




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.




Opportunity #1: Microtrends

Life

Of

Health

And

Sustainability




Turbochargers

• Reverse Globalization

• Leapfrogging

• Determination




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

0

10

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70

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DESIRE TO

SUCCEED




GOVERNMENT POLICY




China’s Plastic Bag Ban




The Sustainability Supertrend

• Innovation

• Clean Energy

• Sustainable Development

Three Growth

Engines

Turbochargers




Opportunity #3: Innovate in China

BYD has just begun selling the all-electric E6 model to the public.




Environment

• Water

• Wind

• Solar




CHINA’S RIVERS:

FROM THIS….




BACK TO THIS….




From AIR…




…to OPPORTUNITY #4




And Finally… Opportunity #5

节能减排

Save Energy, Reduce Pollution




Five Opportunities for the Next Five Years

1. Microtrends

2. Facilitate Reverse Globalization

3. Innovate in China

4. Solar

5. Save Energy, Reduce Pollution




Q&A

THANK YOU!

JASON INCH [email protected]


Education

China's Sustainability Supertrend