Rhodium Group @rhg.com · Apr 22 Regional differences are meaningful for China’s economic outlook as well. On the surface, coastal provinces reported population growth, but most of these provinces are reporting negative natural population changes, with most growth from migration.
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The economic impact of these demographic pressures has been clearly observed in other Asian economies, particularly South Korea and Japan. Typically, this points to weaker demand, lower investment, deflationary pressures and lower interest rates.