To cope with a burgeoning and quickly ageing population, China is putting together a pension – and healthcare – system that will mean significant investment opportunities. We take a close look at the sectors that will benefit.

Key summary points

□ China has reformed the pension systems to better support the burgeoning ageing population

□ These reforms – along with the needs of an ageing population – add up to significant investment oppo

□ We believe the key beneficiaries include housing, healthcare, health food, and financial products

□ Healthcare is another key component of elderly spending

□ Increasing health-consciousness would boost opportunities in nutrition-related products