This is the answer I wish I could write :) The only thing I could think to add was that so much of the urban infrastructure is horrendously poor, and it will n

This is the answer I wish I could write :) The only thing I could think to add was that so much of the urban infrastructure is horrendously poor, and it will need to be ripped apart pretty much wholesale within the next 30-50 years. I’m thinking of all the awful quality apartments, road networks, pavements, sewer and water systems, terrible electricity grids, commercial spaces. They managed to do all of that the last 30 years with cheap labor, the whole export fueled boom, and a population that will pretty much tolerate anything because it’s still better than the chaos of the past. Now project that forward with the same disruption and cost, but now you’ve got higher wages, no Mao-baby-boom generation, higher standards and much less credit. It won’t be easy to do.