demographic deficit

Demographics are destiny – and today’s ageing populations are creating a “replacement economy”

Demographics are taking demand patterns in completely new directions. Sustaining future growth now depends on successfully developing and implementing new policies, focused on the opportunities offered by the emergence of the Perennials 55+ cohort.

Demographics are destiny – and today’s ageing populations are creating a “replacement economy” Read More

Asia’s debt crisis starts to approach its endgame as the yen continues to tumble

Last week, the Japanese yen fell through the US$ : ¥150 level for the first time since 1990. It has now fallen by nearly 50% against the US$ in the past two years. The currency is behaving as if Japan were a 3rd world country – whereas it is actually the 3rd largest economy in the world. Clearly, something is very wrong.

Asia’s debt crisis starts to approach its endgame as the yen continues to tumble Read More

Asia’s debt crisis edges nearer, as Japan’s interest rates rise and China’s property bubble bursts

Bubbles are great fun while they last. But they are much less fun when they burst. For the past 20 years, central bank stimulus has created some of the largest bubbles ever seen. But now, led by developments in Japan and China, they are bursting

Asia’s debt crisis edges nearer, as Japan’s interest rates rise and China’s property bubble bursts Read More

Japan’s premier warns of “social dysfunction” as ageing populations challenge Western and Chinese economies

Japan has wasted trillions of yen with its failed stimulus programmes. Had it devoted even a tenth of this money to developing a proper Retraining programme for people in their 50s/60s, it wouldn’t now be facing a major debt and currency crisis. The rest of the Western world needs to rapidly learn from its mistake.

Japan’s premier warns of “social dysfunction” as ageing populations challenge Western and Chinese economies Read More

Time for demographics to replace economics, as Evergrande’s default marks the end of the central banks’ debt bubble

It is time for the central banks to give up their outdated economic models, and focus instead on the science of demographics. Their efforts to create economic growth by ‘printing babies’ have simply created a debt bubble. This will likely now burst as Evergrande goes bankrupt.

Time for demographics to replace economics, as Evergrande’s default marks the end of the central banks’ debt bubble Read More