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Are You Bearish, Bullish, Hotter Cold on China's Immediate Future?
The demographic time bomb is not going to hit them nearly as hard as people think. China won't just go poof just because their population is drinking. Japan's population has been shrinking since the 2000s. But it's not like a like they won't just vaporize. It just creates a drag. And by far the bigger drags on China than the demographics.