Leo Lewis
In the coming weeks, China is likely to announce that the long-feared demographic inflection point – the moment when the world’s most populous country begins to experience negative population growth – has arrived, or is within reach. Demographics may be slowly painting a future that has already happened, but moments like these have an instant psychological impact, a startling sense of changing times. In the case of China, the demographic shift could also signal that mass loneliness has become an investment theme in its own right, with Asia at the forefront, fund managers say.
Some expect China’s official 2022 birth count…