Long Run Update Employment already declining at pace Revisions to the historic data following the recent census show that China’s population barely grew last year and that employment is already contracting faster than previously understood, having... 1st July 2021 · 6 mins read
China Economics Update China’s census: the good, the bad and the ugly After a month-long delay, the key results from China’s once-a-decade census were published today. They weren’t as bad earlier media reports had suggested – the population continued to rise at much the... 11th May 2021 · 4 mins read
Long Run Update China & US censuses: don’t count on catch-up The 2020 US and China censuses add to the reasons why we think China will struggle to overtake the US as the world’s largest economy. China’s birth rate has continued to fall and the population will... 11th May 2021 · 3 mins read
China Economics Update China’s population may have peaked China’s census has revealed the first population decline since the People’s Republic was founded, according to the FT. If this is confirmed and the beginning of a trend, China’s challenge in... 27th April 2021 · 3 mins read
Long Run Update Will demographic changes boost inflationary pressures? The rapid growth of the global labour supply in the past few decades looks set to give way to a period of much weaker growth. Some argue that this will reverse the decline in inflation seen in recent... 24th March 2021 · 4 mins read
Long Run Update Korea: demographic “time bomb” to weigh on growth Korea’s population last year shrank for the first time in its history, underlining the seriousness of the demographic “time bomb” facing the country. The poor demographic outlook is the key reason why... 5th January 2021 · 5 mins read
India Economics Focus Will higher female participation boost the economy? Only one-quarter of Indian women of working age are in paid employment. If participation in the workforce could increase to the rates of other Asian countries such as Indonesia or the Philippines by... 7th August 2018 · 1 min read
China Economics Update The end of birth restrictions won’t lift birth rates The State Council is reportedly mulling the removal of all remaining limits on the number of children that Chinese families can have. But the small impact of past steps to dismantle the one-child... 22nd May 2018 · 1 min read
China Economics Update Abolition of one-child policy does not alter growth outlook The abolition of China’s controversial one-child policy may have grabbed plenty of headlines, but the economic impact of the move will be small. 29th October 2015 · 1 min read
