Summit Notebook

Exclusive outtakes from industry leaders

Blackrock sees opportunities in shrinking Japan

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Japan’s population has peaked and all the projections have it sliding sharply in coming decades, raising questions about investment opportunities when emerging markets, in particular, offer much more obvious growth opportunities.

By 2055 government researchers expect Japan’s population to slide 30 percent to below 90 million from around 128 million with mushrooming numbers of retirees to be supported by a dwindling workforce.

Yet Japan will still be an important destination for world investors, argues Hiroyuki Arita, the Japan head of Blackrock, the world’s largest money manager.

Women, having not made such a big move into jobs as elsewhere, will cushion the decline in the Japanese workforce by taking up more jobs, he says.

Young minds, old bodies offer private equity opportunities

Healthcare and education offer a new frontier for Middle
East private equity firms as they take advantage of dramatic
demographic changes in the region.

At least that’s the view held by Dubai-based private equity
player Abraaj Capital.

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