[p2p-research] Here's Why China Has Tons More Urbanization And Tons More Demand Growth Ahead

Ryan rlanham1963 at gmail.com
Mon Apr 26 23:28:53 CEST 2010


  Sent to you by Ryan via Google Reader: Here's Why China Has Tons More
Urbanization And Tons More Demand Growth Ahead via Clusterstock by Joe
Weisenthal on 4/26/10

In a note that's bullish on mining and commodities, Morgan Stanley's
European Strategy Team produces a few excellent charts on the prospect
for demand growth in China.

This one, on the country's relative lack of urbanization is very nice.



And now, the connection between urbanization and retail demand growth



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