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Investors warned to take a long view as China's population declines faster than expected

Census experts say China's population will start to decline at least five years earlier than expected - investors are being warned to keep a weather eye on inflation and structural shifts.
Investors warned to take a long view as China's population declines faster than expected
China analysts expect that the country’s population could start to decline as soon as 2025, at least five years earlier than United Nations and government forecasts, leading to major structural shifts in the economy. Experts believe the “next to zero” demographic growth will hit the country's consumer and manufacturing sector at the same time as slowly pushing up inflation levels, which could benefit real assets and companies with stronger pricing power. Fixed income experts, wh…
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