China Hits the Demographic Great Wall

Demography, coupled with technology and human behavior, is destiny; and unlike the other two components of “destiny’s trident,” demography is highly predictable. That’s why, more than twenty years ago, the Trends editors were able to confidently predict that 2015 will represent a crucial turning point in the history of China and the global economy. Until now, China has been able to rely on urbanizing and educating an enormous, growing workforce. But today, the potential workforce has peaked and China’s future growth depends almost entirely on productivity gains. How did China get into this situation? Where does China go from here? What threats and opportunities does it present for investors and managers around the world? We’ll provide the answers.

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