HSBC headquarters in China Education images/Getty Images

Il Nuovo “Regolatore” dell’Economia Globale

MILANO – In un recente commento per il South China Morning Post, Helen Wong, amministratore delegato di HSBC per l’area della Grande Cina, dimostra che la generazione cinese emergente di 400 milioni di giovani consumatori costituirà presto più della metà del consumo nazionale del paese. Questa generazione, nota Wong, in gran parte effettua operazioni online, attraverso piattaforme mobili innovative e integrate, indicando che “si è già balzati dall’era pre-web direttamente alle reti mobili, saltando totalmente il personal computer”.

Ovviamente, l’ascesa della classe media cinese non è una novità. Ma quanto i consumatori più giovani orientati alla digitalizzazione stiano accelerando la crescita nel settore dei servizi cinesi è un aspetto che non ha ancora ricevuto grande attenzione. I servizi, dopo tutto, aiuteranno a condurre la transizione strutturale cinese da un’economia a medio reddito ad una ad alto reddito.

Non molto tempo fa, molti esperti hanno dubitato che la Cina potesse compiere il passaggio da un’economia dominata da un settore industriale ad alta intensità di occupazione, esportazioni, investimenti in infrastrutture ed industrie pesanti ad un’economia di servizi sostenuta dalla domanda interna. Ma anche se la transizione economica cinese è lungi dall’essere completa, il suo progresso è stato impressionante.

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