How demand growth in China and India will give rise to supply-constrained commodities and wild swings in global demand—and what actions companies should take to protect themselves and profit from the volatility
THE NEWLY AFFLUENT CONSUMERS in China and India are creating an unparalleled opportunity for growth, which has the potential to lift the global economy out of the gloom that settled during the depths of the Great Recession. At the same time, they are creating unexpected challenges for the global economy—what we call the boomerang effect.
We have demonstrated throughout the book the reasons why demand will rise rapidly over the next few years in China and India. ...
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