China Demographic Crisis

Today, we will be looking at some new data from Peter Zeihan on Geopolitics. He has broken down the latest demographic data from the Chinese space.

This new information, which has just been released, is even worse than the prediction of the current Chinese population levels, which are expected to be around 800 million rather than the official statistics of approximately 1.4 billion.

(Here is my behind the paywall link.)

China has drastically miscounted the number of 5 to 10-year-olds born in the past decades.

Without a new population to replace the ageing population, there can be no retirement, new factory workers or other industries.

The world will experience this to various degrees, apart from the USA, Argentina, and France, due to the fact that they have healthier democracies.

Modern capitalism doesn’t work without enough workers and enough people with high enough wages to invest money in the economy and the stock market.

Finally, the elderly need to be smaller to provide for themselves adequately.

The world’s population, particularly in China, looks like an inverted pyramid that will collapse, bringing with it the global economy.

This new information will allow us to make some much-needed updates to an already bleak assessment…and spoiler alert: It’s going to get a lot worse.