15 lines
892 B
JSON
15 lines
892 B
JSON
{
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"HubID": "4952",
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"Date": "11/18/2024",
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"HubTags": [
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"External Platform Posts",
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"Future Map Forward Guidance",
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"Future Map"
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],
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"Contacts": "",
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"Companies": "",
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"File": "",
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"Image": "4952__Image_URL.png",
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"Summary": "<p>This is an interesting chart showing productivity for the world, the U.S. and China since 1980. China reversed around 2015, when it largely finished its drive toward industrialization, urbanization and export-oriented manufacturing. It is also facing severe demographic headwinds and reaping the consequences of inefficient capital allocations from state-owned enterprises. The U.S. had its decline following the GFC, but that is turning around as we reindustrialize and incorporate AI, which should bring about a multi-decade productivity boom. Our demographics are decent - not ideal - but are a tailwind for us. </p>",
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"Notes": ""
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} |