Investment is pretty much about ideas and insights. Ideas about innovation, trends, moats help investing think through their stocks and find out those that could ride the trend while keeping competition at bay. Insights help us see what others are not seeing yet.
A lot of ideas and insights come from charts and hence this series is to highlight charts, tables that bring across these clearly. In this inauguration issue, we look at the demographics of Asia.
The chart above shows that Asia is seeing peak working population in the next decade. With the exception of India, most Asian countries will see a decline in working population. Japan has already gone through this phase and with that its stock market stagnated for 20 years. Hopefully, with Japan’s lessons and incorporating US’s innovatiion and capitalism, most parts of Asia can avoid that fate.
The next chart shows the impact of the …