1. China’s Sustainability Supertrend
Top Five Opportunities and How Your Company and Career
Can Benefit
Green Drinks China
Presented by: Jason Inch
May 10, 2012
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com

2. 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

3. New Book – April 2012
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.
The Economic, Demographic and Political Forces that are Changing the World.
www.ChinaSupertrends.com

4. 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.
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5. 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.
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6. 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

7. Growth Engines
• Economic components:
– Trade
– Investment
– Consumption
The Economic, Demographic and Political Forces that are Changing the World.
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8. China’s 2007 GDP Growth:
Consumption,
Investment,
39% 38%
Trade, 23%
8

9. China’s 2009 GDP Growth:
Consumption Trade
8% 0%
Investment
92%
9

10. China’s 2011 GDP Growth
Trade Investment
0% 10%
Consumption
90%
10

11. CONSUMPTION WILL
AND MUST BECOME
THE KEY ECONOMIC
DRIVER IN THE
FUTURE
The Economic, Demographic and Political Forces that are Changing the World.
11
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12. China’s Retail Growth
Source: China’s National Bureau of Statistics
The Economic, Demographic and Political Forces that are Changing the World.
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13. 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.
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14. Opportunity #1:
Microtrends
Life
Of
Health
And
Sustainability
The Economic, Demographic and Political Forces that are Changing the World.
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15. Turbochargers
• Reverse Globalization
• Leapfrogging
• Determination
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16. Opportunity #2:
Facilitate Reverse Globalization
China ODI (US$ billions)
70
Year US$ Investments Abroad
60
2003 ~2.7 billion
2004 ~$2.9 billion 50
2005 ~$5.5 billion 40
2006 ~$12.3 billion 30
2007 ~$21.2 billion
20
2008 ~ $52.2 billion
2009 ~$56.5 billion 10
2010 ~$59 billion 0
2010
2003
2004
2005
2006
2007
2008
2009
Source: Ministry of Commerce
The Economic, Demographic and Political Forces that are Changing the World.
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17. DESIRE TO
SUCCEED
The Economic, Demographic and Political Forces that are Changing the World.
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18. GOVERNMENT POLICY
The Economic, Demographic and Political Forces that are Changing the World.
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19. China’s Plastic Bag Ban
The Economic, Demographic and Political Forces that are Changing the World.
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20. The Sustainability Supertrend
• Innovation Three Growth
• Clean Energy Engines
• Sustainable
Development
Turbochargers
The Economic, Demographic and Political Forces that are Changing the World.
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21. 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.
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22. Environment
• Water
• Wind
• Solar
The Economic, Demographic and Political Forces that are Changing the World.
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23. CHINA’S RIVERS:
FROM THIS….
The Economic, Demographic and Political Forces that are Changing the World.
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24. BACK TO THIS….
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25. From AIR…
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26. …to OPPORTUNITY #4
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27. And Finally… Opportunity #5
节能减排
Save Energy,
Reduce Pollution
The Economic, Demographic and Political Forces that are Changing the World.
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28. 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.
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29. THANK YOU!
JASON INCH JasonInch@ChinaSupertrends.com
Q&A
The Economic, Demographic and Political Forces that are Changing the World.
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