Demographics is destiny.
China 🇨🇳 has lost 40 million workers since 2020. And its population is forecast to be cut in half by 2100.
Short 🧵 below on hugely consequential demographic developments in China. (1/9)
Cc: @Noahpinion @ElbridgeColby @nfergus @PekingMike @balajis
2022 was the first year where Chinese 🇨🇳 deaths surpassed births (2/9)
Overall, Chinese population fell in 2022 for the first time ever and is forecast to halve by 2100 (3/9)
India 🇮🇳 overtook China 🇨🇳 as the world’s most populous nation in 2022 (4/9)
Incredibly, India 🇮🇳 is forecast by the UN to be twice the size of China 🇨🇳 by 2100 (5/9)
The US 🇺🇸 is also forecast by the UN to have a modestly expanding population reaching 394 million by 2100 (6/9)
Compared to economic competitors like India, China now has a much older population (7/9)
The consequences of the dramatic shifts in Chinese 🇨🇳 demographics have been discussed by writers such as Niall Ferguson (@nfergus) in the Bloomberg column below (8/9)
bloomberg.com/opinion/articl…
Finally, if you found this thread to be interesting and useful, consider following me! (9/9)
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