Chinese demographics collapse

Thursday 19 January 2023

I am working on some larger chart posts on this epic issue. Suffice it to say, that the recent China demographic update was a disaster. Population is cooked. Birth rates are burning. Urbanistion is fried. Working age ratios are aflame. Some charts to whet the whistle:

And enjoy Peter Zeihan who has correctly forecast this outcome and is rightly describing what comes next: the decline and fall of Chinese power:

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.