Figure of the Week: China’s Economy in 2015

Monday, May 11, 2009 7:39

While thumbing through the recent AT Kearney Report (review coming in a few days), I came across the above chart and knew it required its own post given all the chatter about China’s role in the recovery.

The quadrant titles – Return of PAX America, New Goldilocks, Great Depression II, and China Saves Capitalism – pretty much says it all, and while the recent news would seemingly point towards the “new Goldilocks” sector, more and more we are seeing signs that Goldilocks may have yet to find the porridge that fits her liking.

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3 Responses to “Figure of the Week: China’s Economy in 2015”

  1. David says:

    May 11th, 2009 at 3:40 pm

    I’ve reviewed the same report. Very nice work by the ATK team in China. h/t to Chris C.

    The report preface is a bit heavy handed on the US [Example: “many people suddenly realized that the destructive power of homeowners in the US not being able to repay their debts could bring similar devestation, plunging the world into a bitter economic winter.”] without recognizing the rest of the story: a huge share of China’s economic growth over the past 30 years has come from exports to indebted US homeowners/consumer. 30 year China GDP CAGR of 10% was impossible without massive US consumer debt. Me thinks in the long run China is getting the better end of the deal.

  2. Craig says:

    May 14th, 2009 at 1:18 am

    The chart is too small, I can’t read any of the quadrants.

  3. Rich says:

    May 14th, 2009 at 2:05 am


    right click on the image and choose view image. it will enlarge to a readable size then.