Best Research Ideas

Demographics: Population declines in key markets

Humankind’s population peaks at less than 10 billion and then declines almost everywhere. The developed world is already well on the way to being old. China peaks in 2035 and starts to shrink rapidly—can it avoid following Japans fate? India has its moment in the sun, and then it too declines. Only Africa offers population growth with Nigeria set to become more populated than China by 2100. Jefferies has identified stocks leveraged to the Mega Trend of Demographics.

Simon Powell, Global Head of Thematic Research, and the Jefferies Global Equity Research Team