China – Is it time to pivot? - The NBR Podcast

What this episode covers

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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Frequently Asked Questions

How long is this episode of The NBR Podcast?

This episode is 18 minutes long.

When was this The NBR Podcast episode published?

This episode was published on February 9, 2026.

What is this episode about?

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...

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