Disclaimer
This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
In January of this year, China hit a key milestone that has significant implications for the country and the world – its population fell. Official statistics noted a drop of 850,000 people in 2022, an equivalent population to the city of Liverpool. When put in the context of the 1.4 billion+ population, this amount seems small, but it nonetheless has big consequences. We explore below what it means for investors.
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