Tag Archives | demographics

New Business Mindset Needed

By John Richardson

THE global chemicals industry became used to healthy and steady rates of demand growth during the “Great Moderation” in the West, before the 2008 crisis.

As fellow blogger Paul Hodges wrote in January of this year: “Executives …

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South Korea’s Demographic Challenges

By John Richardson

SOUTH Korea serves as another example of how demographics are reshaping Asian economic prospects.

“By 2018, 14% of its population will be over 65, making it officially an ‘aged society.’ That is six years sooner than Japan …

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The Suspension Has Gone

By John Richardson

WHAT a week it’s been when, of course, politics has trumped everything else and has challenged the view of those who believe that demand will take care of itself.

Demand did take care of itself during the Supercycle, …

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Planning For New Growth Patterns

By John Richardson

“Have you noticed that your parents spend less money than you do?” asks Merryn Somerset Webb in this Financial Times article. She agrees with us that the answer is, of course, “Yes”.

This very neatly brings the …

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The BRICS Fallacy

By John Richardson

THE above chart, from a new Research Note released by fellow blogger Paul Hodges, exposes the fallacy that BRICS and emerging-market growth can by themselves rescue the global economy.

And, as we have highlighted before on this blog, …

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The End Of Growth

By John Richardson

OUR e-book, Boom Gloom & The New Normal, is a set of ideas meant to challenge conventional wisdom.

Some of our ideas will need to be adapted and discarded.

But our essential point is that the New Normal represents …

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Foxconn And China Demographics

Source: http://www.engadget.com/2012/09/23/foxconn-taiyuan-riot/


By John Richardson

THE riots and a strike at Foxconn factories in China point to demographic changes that have major implications for the country’s economy.

China’s one-child policy means that it can no longer depend on a …

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China And Demographics

OUR last four blog posts have focused on some of the big challenges confronting China’s economy over the next 12-18 months.

Today we again switch our focus to how major changes in demographics could adversely impact longer-term growth prospects.


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China’s Demographic Crisis


           Chinese govt poster promoting the one-child policy  



By John Richardson

IF all you can remember is strong emerging markets growth, then it is easy to be misled into only building into your scenarios the notion that China and …

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A Call To Action

We are about to set out on a great journey as the world transitions to the New Normal.

The reason for the journey is that the world economy has changed irrevocably as a result of the financial crisis and the …

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