On Geopolitics: The World's Changing Demographics

Much of the developed north is already facing graying populations and stagnating or declining natural population growth. The impacts of this trend will be felt keenly over the next decade. The financial burden will begin to strain social safety nets, and underfunded pension systems will force governments to further increase retirement ages, reducing space for entry to younger workers and making it harder for those wishing to exit the labor pool to afford retirement. In the global south, aside from China and soon India, populations are still growing, creating pools of available labor and, when paired with urbanization, rising consumption rates.

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