20 Mar 2026 08:04:53 ET │ 39 pages China China's Burgeoning Silver Economy II: Healthcare & Insurance John Yung, CFA AC CITI'S TAKE Following the inaugural Super-Sector Analysis of our China Silver Economy series, which delved into the pension and lodging sectors, we focus on some of the largest & most compelling opportunities in this second installment: the symbiotic growth of healthcare and insurance. China's rapidly aging population presents significant, multi-decade growth opportunities for the two sect ...

An aging population can continue to fuel hiring in healthcare even if the rest of the economy wobbles. https://t.co/TeD53X63Hh ...

As the first country to get old, Japan has lessons for the world, writes @GearoidReidy. But we won't find them with cultural chauvinism (via @opinion) https://t.co/OBygw9YZzX ...

Just under 8 million babies were born in China last year. That might sound like a lot, but it's actually not. It's almost half the pre- pandemic figure.Demographers were shocked at this record low birth number, the lowest since records began in 1949, and warned that China's population could be aging at a faster rate than even the most pessimistic forecasts had estimated. At the heart of this baby bust is the fact that there aren't enough young Chinese people getting married. And that really is a result of h ...

Population Collapse Is the Biggest Long-Term Risk Humanity Faces Right NowWe talk a lot about AI, climate change, pandemics, nuclear war… but the single most predictable and already-unfolding threat is demographic collapse — birth rates falling far below replacement level in almost every developed country and many emerging ones.Key facts (2025–2026 data):• Global fertility rate: ~2.3 children per woman (still falling)• Replacement level: 2.1• Below replacement in: – South Korea: 0.68 (lowest ever recorded) ...

As the bloc’s population ages, pensions are a becoming a huge economic liability for the EU. At the same time, they are a gigantic wasted opportunity https://t.co/B19n1sHXBk ...

We start with the story of a chopper crew. That's a Japanese term, meaning falling behind. In 1980, Japanese industry was the envy of the world in a variety of sectors, such as automotive, electronics and steel.As a result, asset values went up, particularly here in Tokyo, where real estate values went sky high, supported by patient capital that did not demand a lot of returns. The 1990s, though, saw that asset bubble burst and when the Japanese government and Japanese banks did not step in aggressively, th ...

From @WSJopinion: Can Germany reclaim its destiny despite its demography? A rapidly aging population puts the country—and therefore Europe—on a path toward a growth cliff, writes Joseph Sternberg.https://t.co/wqSWB3yqVF ...

Rather than try in vain to raise birth rates, governments need to prepare for old societies and the new lives still to be born into them https://t.co/Q77FnQtpnl ...

As the population ages, more workers are going to face cognitive impairment. Maybe they don’t have to stop working as soon as they fear. https://t.co/6wOUWSRiYo ...