In this report we discuss the outlook of the Chinese economy across a number of key parameters: re-balancing the economy, the current account/exchange rate and the risks stemming from rapid credit expansion. The central thrust of our argument is that…
South Korea is still being touted as an emerging market, but this is increasingly becoming a misnomer. The country’s demographics are now increasingly negative and the South Korean society is in the throes of a long and painful economic and demographic transition towards an export dependent economy.
Following the pattern we have identified in other countries in the region, Ukraine is once more getting itself into a deeper and deeper mess
A recent article by the US Population Reference Bureau produces some great charts and information on demographics in the US.