Last Updated Sep 8, 2010 3:22 PM EDT
- An aging, decreasing working population, which could create demand for higher wages, force Chinese manufacturing firms to move offshore and promote labor strife. "The government may soon need to confront a burgeoning labor union movement that wants not just higher benefits but the freedom to negotiate."
- Housing price increases that are outpacing income growth.
- As people live longer, one worker will be caring for four grandparents and two parents.
- Stress caused by urbanization, especially worsening environmental conditions.
But here's a question for you if you are currently doing business in China or considering same. Does this macro picture of a country showing signs of unraveling socially and demographically scare you? Or is there opportunity to exploit, especially if China's domestic problems scare away your competitors?