from Breakingviews:

Edward Hadas: Nikkei joins demographic denial cult

By Edward Hadas
July 29, 2015

Why did Nikkei buy the Financial Times? As my colleague Rob Cox points out, the best explanation is demographic. Thanks to minimal immigration and a small number of children, the population of the Japanese group’s home market is shrinking by about 30 percent each generation. Many companies that want to grow – as shareholders and managers generally expect big firms to do – have to look abroad for expansion.

from Breakingviews:

Rob Cox: FT is to Nikkei as Jim Beam is to Suntory

July 24, 2015

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Milk slump sends warning on China consumer froth

January 14, 2015

By John Foley 

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from Breakingviews:

Age shifts weaken global economy’s shock absorbers

February 10, 2014

By Andy Mukherjee

The author is a Reuters Breakingviews columnist.  The opinions expressed are his own.

from The Great Debate:

Iran: More than Persia

By Brenda Shaffer
December 16, 2013

When Iranian President Hassan Rouhani was campaigning, he promised the country’s many ethnic minorities to expand the use of their languages. Rouhani recently signaled his intent to keep that promise, by appointing Iran’s first presidential aid for ethnic and religious minority affairs, acknowledging the country’s minority challenges.

from Global Investing:

Russia’s people problem

December 13, 2013

President Vladimir Putin is generally fond of blaming the West for the ills besetting Russia. This week though, he admitted in his State of the Nation speech that the roots of Russia's sluggish economy may lie at home rather than abroad.  The government expects the economy to expand a measly 1.4 percent this year (less than half of the growth the US is likely to see) and long-term growth estimates have been trimmed to 2.5 percent a year.

from Breakingviews:

The lessons for China from Japan’s lost decade

September 3, 2013

By Andy Mukherjee

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.

from MacroScope:

For workers, the long run has arrived in Latin America

August 19, 2013

The outlook for emerging market economies over the next decade looks more challenging as long-term interest rates start to bottom out in the United States. Here is another complicating factor: ageing populations.

from Breakingviews:

Two-child policy may be too late for China

August 9, 2013

By Robyn Mak

The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

from Breakingviews:

Welcome to another year of the Great Stagnation

By Edward Hadas
April 2, 2013

By Edward Hadas

The author is a Reuters Breakingviews columnist. The opinions expressed are his own.