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Who will be the world’s growth engine if it is no longer China or India?
The structural problems of China (change of growth model, declining corporate profitability), beyond the coronavirus crisis, and India (shortfalls in infrastructure, education and savings) mean that China and India can no longer be the world’s growth engine s . Which region might then take their place? Africa has the advantage of demographics and Chinese investment, but, like India, it is held back by shortfalls in infrastructure, education and savings; Southeast Asia is a serious candidate, thanks to steady growth, a significant improvement in infrastructure and in human capital, low production costs and, above all, a high savings rate and therefore a high investment rate and high productivity gains.
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Natixis
Based across the world’s leading financial centers, Natixis CIB Research offers an integrated view of the markets. The team provides support to inform Natixis clients’ investment and hedging decisions across all asset classes.
Patrick Artus
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