Latest / China Economy with Fexingo: Beijing's Policies, Trade, and Asia-Pacific Markets
Why Chinas Population Decline Is Reshaping Property and Pensions
China's population fell for a third straight year in 2025, with births hitting a record low. Lucas and Luna examine how demographic decline is already reshaping two sectors: residential real estate and the pension system. They look at the maths behind the shrinking workforce—China's working-age population dropped by 5 million last year alone—and what that means for housing demand in tier-2 cities versus the state pension fund's solvency. The episode also touches on the government's recent pilot to raise the retirement age and why it matters for the yuan and long-term bond…
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