China's demographic cliff. China's population falls, its workforce shrinks, and its property-fuelled growth model ends; the world's factory ages before it gets rich.
Mature Already large; the question is how it resolves, not whether it happens. Largest effect expected 2022–2060.
Second-order effects
Global goods deflation from excess capacity now; global labour scarcity later; commodity demand plateaus; the pension burden reshapes Chinese policy toward consumption and exports of everything.
Its neighbourhood
Everything this entry connects to directly. Click any point to follow it.
Frictions it intensifies
These pressures get worse, or reach more people.
Solutions it accelerates
Solutions it threatens
Sectors it reshapes
How to track it
If this trend is real, these are the numbers that will show it first.