Step back from the eurozone crisis and falling commodity prices for a minute and consider the role of demographics in investments. In just five years China’s workforce will start to shrink. By 2030 the median age of Japan’s population will be 51 and in China it will be 43, according to Deutsche Bank. By 2050 the share of 65 year olds in the population in most of Asia will more than double. Asia’s demographic dividend is almost over and its impact is far reaching.
暫時把歐元區危機和大宗商品價格下跌這兩件事放一放,考慮一下人口條件對於投資的作用吧。僅五年之內,中國的勞動力就將開始萎縮。德意志銀行(Deutsche Bank)數據顯示,到2030年,日本人口的中位年齡將是51歲,中國人口的中位年齡將是43歲。到2050年,亞洲大多數國家的65歲以上人羣在總人口中所佔比重將增加一倍以上。亞洲的人口紅利已快要耗盡,這一點將產生深遠的影響。