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The NBR Podcast

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Podcast #89: China – Is it time to pivot?

LISTEN: China’s population is getting smaller and older, so what should Kiwi exporters do?

Simon Shepherd Tue, 03 Feb 2026

In this episode of The NBR Podcast with Simon Shepherd: 7.9 million newborns is not enough to renew China’s population. In fact, the 2025 figure was the country’s lowest birthrate since 1949. The news hammered shares of infant formula producer A2 Milk. So what does the dropping and ageing population mean for our exporters and should they be looking for new markets?

All the podcasts will be available to NBR subscribers first via the audio link above (just hit that play button in the audio section of this article). NBR subscribers enjoy exclusive early access to each new episode, ensuring they’re always a step ahead. Episodes will be available to the public every following Tuesday.

Feedback, story ideas, comments, all welcome – email simon@nbr.co.nz

Links to audio clips used here.

Simon Shepherd Tue, 03 Feb 2026

Contact the Writer: simon@nbr.co.nz

News tip? Question? Typo? Let us know: editor@nbr.co.nz

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