Prof G Markets Greenland Tariffs Are Off — Is There a Deal?
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Jan 22, 2026 
Alice Han, a China economist and host of the China Decode podcast, dives into China’s alarming birth rate drop and its long-term economic consequences, emphasizing cultural factors over policy changes. William Chou, Senior Fellow at the Hudson Institute, discusses Japan's bond market and the implications of Prime Minister Takeuchi's fiscal strategies, drawing comparisons to Liz Truss. The discussion also touches on President Trump's recent tariff reversal at Davos, exploring its potential market impacts and the uncertainty it creates.
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China's Demographic Shock
- China's birth rate hit a historic low and population declined for four straight years.
- Alice Han warns this demographic shift will severely strain labor markets and growth prospects.
Policy Pushes Haven't Reversed Trends
- The government has rolled out policies like childcare payments and free preschool but results are limited.
- Han describes policy moves as signs of desperation rather than effective solutions.
Cultural Choice, Not Just Policy Legacy
- The decline isn't just one-child policy hangover; it's cultural and structural.
- Han highlights educated women opting out of marriage and childbearing as a core driver.