爲何我們應當感激中國放慢腳步

Images of farmers and housewives losing all their savings appearing on the Internet, led to inaccurate fears of the dying Chinese consumer.

互聯網出現了一些農民和家庭主婦花費積蓄的圖片，導致了對於正在失去活力的中國消費者的不明確的擔憂。

In actual fact, less than 15% of the average household's financial assets are invested in the stock market, which helps explain why the recent roller coaster market has not had a dramatic effect on China's consumption figures.

事實上，少於15%的平均家庭資產都投資在了股票市場，這解釋了爲何最近的雪橇市場並未對中國的消費水平產生巨大的影響。

Currently at around 200 million, and predicted to swell to over 600 million in just ten years' time, China's middle class will propel the most populous nation to become the next consumption powerhouse. China's future middle class will likely be larger than the combined populations of the US and Japan.

中國的中產階級目前有大約2億，據預測十年後將超過6億，他們將會驅使這個人口最多的國家成爲下一個強大的消費動力。中國未來的中產階級人數可能將超過美國和日本的總人口。

China is already a $10trn economy and if it continued to race away at double digits growth rates, where do you think global inflation and interest rates would be now? We should be thanking China for slowing down.

中國目前已是10萬億的經濟體，如果它繼續以超過兩倍的速度趕超，你覺得現在全球的通脹率和利率會長到多高？我們應當感激中國放慢腳步。

Returning to consumption – why are we not talking about China's 39% increase in online sales in the first half of this year?

回到消費，爲什麼我們不說說中國前半年網上消費39%的增長呢？

China has already become the world's largest e-commerce market. With the affordability of smartphones in China, the number of internet users utilizing this medium has now exceeded accessing the internet via PC; a major change in consumption pattern.

中國已經成爲世界上最大的電子商務的市場。由於在中國智能手機的可承受性，互聯網使用者在智能手機平臺的數量已超過個人電腦，這是消費模式的主要轉型。

Finally, it is not just consumption within China. Currently only around 5% of Chinese people hold a passport, imagine the number of passport holders in ten years' time. Why do you think Fosun bought a stake in Thomas Cook?

最後，這不僅是中國內部的消費。目前只有5%的中國人擁有護照，想象一下十年後護照持有者的數量。這下你是否明白了爲何復星集團入股旅遊集團Thomas Cook？

譯文屬原創，未經允許，不得轉載。