Is Japan dying? (Source: PBT Consulting) Today, East Asia is widely acclaimed for decade upon decade of economic success. Yet this success rests on a very fragile foundation—an aging population with the world’s lowest fertility. This situation is viewed with surprising indifference by East Asians and Westerners alike. As with so many other things, we prefer to see tomorrow through yesterday’s eyes.
Based on our survey of a wide range of secondary sources, it appears that commodity and product shortages have already hit Japan and will soon spread into Asia and potentially the rest of the world. For many commodities, suppliers w... Read Post
Why is Japan in trouble? The Japanese now have one of the lowest fertility rates in the world, and at the same time, one of the highest longevity rates. As a result, the population is dropping rapidly, and becoming increasingly weig... Read Post
A roundup of economic news on Asia and emerging markets from around the Web. --Taxing China: Property taxes are considered a silver bullet for improving local government finances and cooling down China’s property market. But Ryan Ru... Read Post