Even for the most absentminded amongst us (myself included), life offers unforgettable moments. Some are historically and globally impactful: Neil Armstrong’s ‘giant leap’, the collapse of Lehman Brothers, or the COVID-19 pandemic we currently find ourselves in. Others are deeply personal: a first day at University, saying goodbye to a loved one or the birth of a child. For me, one such moment was a visit to Shenzhen in the early 2000s. Colloquially known as the ‘worlds factory’, this former fishing village has rapidly evolved in forty-years to become the manufacturing heartland of a global economic superpower. Whilst Shenzhen and more broadly China has become the hallmark of modern industrialization, their growth provides important clues into the secular decline of real interest rates globally.
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