China’s reopening – A tailwind for Asia and the world
Beyond Markets
00:00
China's Demographics Are a Secular Long Term Problem
The population has entered into a negative growth phase for the first time we've been speaking. When that happens, it's very difficult to reverse. Back in 2016, China actually relaxed a one-child policy. So I'm only surprised to see like many other promises will come up if sort of other means stimulate population growth. But at the same time, savings is going to decline, consumption is going to go up and also demand from the senior populations for increase.
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