McKinsey’s picks for China in 2012

1. Government policies will spur consumption and investment.

2. Dominant models will emerge for reforming rural land ownership.

3. Real estate will stagnate.

4. The fundamentals will cause further inflation in food prices.

5. Chinese investment in green tech will spike upward.

6. Accounting scandals will continue.

7. Private-equity and venture capital funds may go ‘walkabout’.

8. Chinese acquirers will be bolder.

9. The automobile segment will be slow.

10. Hospital reform will accelerate.


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