China Center Insight Compilation: China's Demographic Shift and Its Impact on MNC Business

The Conference Board China Center has been studying China’s momentous demographic transition and its impacts on labor and workforce dynamics for many years now. We have much ongoing work regarding the business impacts of this transition and one of its key enablers, the infamous one-child policy. Collated in this compilation are extracts of a set of thought pieces that summarize our thinking on the issue and outline the potential impacts on MNC business in China, including:

• The unprecedented “demographic debt” trend now underway
• Contracting labor supply conditions
• An intensifying aging skew and its profound labor and consumer market impacts
• Policy adjustments that are too little, too late
• Underutilized talent pools that can be tapped to offset labor market shifts