Theme #3: Real Estate -- all of these people moving to the cities will need a place to live. The simple laws of supply and demand tell us that real estate prices will be much higher in the coming decade.
The combination of urbanization alongside normal growth points to the need for 115 billion square feet of housing in the next 15 years. For context, that's approximately 37 Londons or 29 New York Cities!
Keep an eye on a few large Chinese real estate developers that will be the beneficiaries of this massive growth.
Source: Investor Place