I’ve been doing a lot of demographic research recently, on markets emerging and otherwise, and I found something that completely surprised me: the number of cars per capita in the world has declined. I was sure it would have gone up, which shows why you have to go to the facts rather than trying to… [Read More]
Blog
Category: Emerging Markets
China, India, and Problems with Gender Imbalances
Today’s New York Times had a story about how women in Williston, ND are feeling harassed. It’s one of the North Dakota communities that has seen a huge influx of men because of the growth of the energy industry. And, the women are feeling threatened. In India, a young woman died after a gang rape,… [Read More]
Some Thoughts on India and Demographics
Demographics are the closest thing out there to a reliable fortune teller. A nation’s destiny is foretold in its people; the makeup of the population determines what work will be done, what goods will be in demand, and which politicians will take power. Changing demographics are driving growth in India and China, but they are… [Read More]
Infrastructure Spending, in China and Elsewhere
China has been spending enormous amounts of money on infrastructure. The US should be spending more money in infrastructure. Brazil is embarking on an infrastructure program in advance of the 2016 Olympics. Is this good, bad, or ugly? For the most part, infrastructure is good. We need roads to get around, railroads and shipyards to… [Read More]
China, Japan, and the Communist Party Central Committee
China is in an interesting state right now. There were protests over the weekend, some violent, against the Japanese and against the Americans for not taking a firmer stand against the Japanese. Even Chengdu had protests, and that’s not a city known for being feisty. The peppers in the food make the women beautiful, I… [Read More]
