In this month's PORTFOLIO REFLECTIONS, we share our five key insights gleamed from our recent trip to China

In this month's PORTFOLIO REFLECTIONS, we share our five key insights gleamed from our recent trip to China. 1) China has already settled into a lower gear economically but has not fallen into an economic hole. 2) Lean manufacturing has arrived in China and will be a wake-up call for Western manufacturers and their workers as China moves beyond the loss of its cheap labour advantage. 3) The corruption crackdown is real and is responsible for some of the sluggishness in the economy. 4) Monolithic stimulus programs are a thing of the past as the country redefines its economic playbook. 5) Lastly, people are fed up with the pollution and we might be at that point in history (like the Cuyahoga River fires and London 'pea-soup' disasters before it) that a generation takes responsibility for the environment. (VIEW LINK)