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Ericson Da silva's avatar

There’s only one thing, I don’t know if you’ve considered it. China’s terrible demographic structure. Is an upward pyramid. There’s no replacement generation there’s more men than women and they can face a population collapse faster and harder than EU unless they start importing young women from Africa or Latin America (sounds terrible, I know).

China real estate bubble is a consequence of this failing demographics. I may be wrong, that’s my vision.

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