HSBC headquarters in China Education images/Getty Images

La nueva potencia reguladora de la economía global

MILÁN – En un artículo escrito recientemente para el South China Morning Post, Helen Wong, directora ejecutiva para China Continental, plantea que la creciente generación de 400 millones de jóvenes consumidores chinos pronto representarán más de la mitad del consumo interno del país. Wong observa que esta generación hace sus transacciones principalmente en línea, a través de plataformas móviles innovadoras e integradas, y señala que ya “ha dado el salto desde el mundo anterior a la web a la Internet móvil, prescindiendo completamente del ordenador personal”.

Por supuesto, no es ninguna novedad el que en China esté creciendo la clase media, pero el grado en que los consumidores digitales más jóvenes impulsan el rápido crecimiento de las industrias de servicios del país no ha recibido la suficiente atención. Después de todo, los servicios ayudarán a la transición estructural de China desde una economía de ingresos medios a una de ingresos altos.

No hace mucho tiempo, varios expertos dudaban de que China pudiera dar el paso desde una economía en que predominaban la manufactura con gran uso de mano de obra, la inversión en infraestructuras y la industria pesada a una economía de servicios sostenida por la demanda interna. Incluso si esta transición está lejos de haber acabado, los avances hasta ahora han sido notables.

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