Tag Archives | one-child policy


Beijing Smog Highlights Reform Agenda

Picture: HAP/Quirky China News/Rex Features


By John Richardson

THE toxic smog that enveloped Beijing over the weekend is another example of why China’s new leaders simply have to change the economic growth model.

At its worst point on Saturday …

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“You Can’t Turn Back The Demographic Tide”


By John Richardson

Our argument ument that demographics drive demand is gaining greater traction.

Demographic challenges apply both to developed markets, where populations are rapidly ageing, and to emerging markets such as China, which confronts ithe consequences of its …

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The Challenges For 2013

By John Richardson

WE wish our readers a great festive season and wish them all the best for the New Year. We will take a break and resume the blog on 28 December.

We really do wish we could be …

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China: 2013 Growth To Slow Again

By John Richardson

A detailed study of some of China’s positive economic data for November adds a lot more weight to the point we made yesterday: The “recovery” is unlikely to last into 2013.

November marked the first time in …

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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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JR Margins.jpg

Weak PE Margins Reflect Big Picture

By John Richardson

BEFORE we look at last week’s political handover in China in more detail tomorrow, while on Friday we will return to our theme of Asian demographics, the above slide illustrates what the big picture has meant for …

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Asian Demographics Change Demand Patterns

THIS blog was once criticised for devoting too much time to the big picture – e.g. politics, economics and demographics – one of the major themes of our free e-book, Boom, Gloom & The New Normal.

We beg to differ. …

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China Leadership Challenges

Xi Jinping, China’s likely new president

KeystoneUSA-ZUMA/Rex Features

By John Richardson

The make-up of China’s new politburo will be announced during the 18th Party Congress, which starts on 8 November.

But don’t expect confirmation of the new leadership team to do …

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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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No More Of This…

By John Richardson

THE big hope is that once China returns from its National Holidays (1-7 October), petrochemicals markets will enjoy a big and sustainable recovery.

It is not going to happen.

Throughout this year, the hope has been that the …

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