Vietnam and Cambodia are about 8% of China (about 115 million people) so these are important markets. add Malaysia, Singapore etc and the numbers start to creep up to over 10% in terms of addressable market size. collectively they are important and could form a significant part of the business.
birth rates aside - I am keen to learn how the new adult and elderly products are performing with the 1.4 bn aging population that the analysts community is so cornered about
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