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“Are we going to see a little baby boomlet because women were unable to get family planning services? These are services where you’d want to see a rebound above the baseline, to get a sense the backlog was clearing. We don’t see that, and it’s a concern.”

Fuller noted that even an uptick in “happy activities” during snowstorms — think of the traditional baby boomlet nine months after people hunker down — will generate economic activity in the long term.

New Zealand is a major dairy exporter and its milk powder and formula industry will probably benefit from a baby boomlet in China.

New Zealand is a major dairy exporter and its milk powder and formula industry is likely to benefit from a baby boomlet in China.

The official Xinhua News Agency didn’t provide a time frame or any further details about the doing away of the 35-year old policy, although stocks are already moving on anticipation of a baby boomlet.