China – Is it time to pivot?

An episode of the The NBR Podcast podcast, hosted by NBR - National Business Review, titled "China – Is it time to pivot?" was published on February 9, 2026 and runs 18 minutes.

February 9, 2026 ·18m · The NBR Podcast

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Summary

China’s birth rate has fallen to a record low and the markets have noticed. With just 7.9 million babies born last year, a shift has already begun rippling through global markets, from infant formula and A2 Milk to New Zealand’s broader export exposure and emerging growth in India.Links to audio clips used here.

Episode Description

China’s birth rate has fallen to a record low and the markets have noticed. With just 7.9 million babies born last year, a shift has already begun rippling through global markets, from infant formula and A2 Milk to New Zealand’s broader export exposure and emerging growth in India.

Links to audio clips used here.

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