Don't Ignore Chinese Demographic Changes
The demographically driven slowdown in Chinese growth will have an impact on businesses across the globe.
Dan Rohr: Amid the daily barrage of news--elections, Fed meetings, the stock market's ups and downs--it's easy to overlook slower moving developments that can have a more important and longer-lasting impact on economies and markets.
Demographic change is a good example. The influence of demography is imperceptible quarter to quarter or year-to-year, but in the long-term, it can prove decisive. In the case of China's economy, demographic change is likely to take the economic narrative of the past 30 years and turn it on its head.
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