Sometime over the next few weeks, China could reveal that its long-dreaded inflection-point — where the world’s most populous nation begins to shrink — has either arrived, or is extremely close. Demographics may be a slowly painted picture of a future that has already happened, but moments like this deliver the instant psychological jolt of era change. In this case, say fund managers, the shift may also mark the emergence of mass loneliness as its own distinctive investment theme, with Asia at its forefront.
未來幾周，中國可能宣佈人們擔憂已久的人口拐點——這個全球人口最多的國家開始人口負成長的時刻——已經到來，或者近在咫尺。人口統計數據或許是在緩慢地描繪已經發生的未來，但像這樣的時刻會帶來即時心理衝擊，讓人驚覺時代的變化。基金經理表示，就中國而言，這種人口方面的轉變也可能標誌着大規模孤獨已成爲自成一類的投資主題，而亞洲處於其最前沿。
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