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A China Business Committee Event
China Investors Must Know: Labor Shift & Structural Inflation
Russell Napier
Consultant, CLSA
June 17, 2008 (Tue)
12:00noon Registration/Networking
12:30pm Lunch
1:15pm Remarks
2:00pm Close 		Renaissance Harbour View Hotel
Oasis Room (8/F)
1 Harbour Road,
Wanchai, Hong Kong

Structural inflation is setting a new beat in China. It's clear that China's growth will increasingly rely on domestic consumption, not exports. And as it's reallocation of labor slows, global inflationary pressure prevails.

What do the investors need to know about working with recent labor shift, inflation and falling asset valuations?

During the luncheon meeting, Russell Napier, CLSA's experienced consultant, will give insights and updates on the recent labor shift in China and its impact on investment. The following key subjects will be explored in great details:

  • Evaporation of cheap labor force
  • Shrinking young and mobile labor force
  • State-owned enterprises (SOE) recent expansion


    • Russell Napier is a consultant with CLSA, writing on issues affecting global equity markets. He worked as an investment manager at Baillie Gifford in Edinburgh, before moving to Foreign & Colonial Emerging Markets in London. In May 1995, Russell became the Asian equity strategist at CLSA in Hong Kong. Since 1999 he has worked as a consultant for CLSA. Russell's book Anatomy of the Bear was named investment read of the year for 2006 in the FT.

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