RE: How Bad Are China's Demographics?
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Peter Zeihan has been saying that we will be experiencing a global population decline, not just China. He does see China's population decline as a problem. But, there is also the European population decline.
USA and Mexico, according to Zeihan, will fare better. USA has the advantage of immigration and the dollar. Mexico has the advantage of growing population.
No doubt, much of this is deflationary as older populations spend less money on goods and services, besides healthcare.
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Zeihan has some good stuff although he tends to be off on his economic understanding.
Yes China has demographic issues although I disagree with Zeihan's timeframe on China's demise. He feels it will happen before the end of the decade.
The area that is in trouble before that is the EU. It is going to have a tough time dealing with the next half decade. Their economy is trashed.
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