What a Chinese Population Boom Would Mean for the Stock Market

Chinese diaper makers, health-care providers and education companies would be among the biggest winners if President Xi Jinping shifts his economic policy priority to population growth.

Xi’s economic planners may for the first time emphasize “population policies” over gross domestic product in the country’s next development blueprint, according to a person familiar with the discussions. A successful transition would boost earnings at companies including Hengan International Group Co., a diaper maker based in Fujian province, and Shanghai Pharmaceuticals Holding Co.