What would a rebalancing of China’s economy mean for Asia?

A rebalancing of China’s economy away from investment and towards consumption would be bad for the region’s capital goods and commodities exporters, with Korea, Indonesia and Australia likely to be worst hit. ASEAN countries, which are mostly big exporters of consumer goods, are likely to be the main beneficiaries of a rebalancing, but the potential gains should not be overstated.

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