Category Archives: Russia

The Futility of Annual Top 10 Predictions

In every recent year, a black swan event has made top 10 lists appear quaintly naive and unimaginative. Our list is probably no better. This time of year, top 10 predictions are all the rage. These lists can be interesting and entertaining but how useful are … Continue reading

Posted in China, Economy, Emerging Markets, India, Iran, Oil, Russia, Saudi Arabia, Society, Terrorism, United States | Leave a comment

Rise of the Rest: A Vision Deferred

Changing demographics and the commodities crash have slowed down the development of poorer countries. Perhaps it all started with a turn in China’s demographics. Demand growth for commodities has declined sharply from recent years and has resulted in a crash of global prices. Copper is … Continue reading

Posted in Brazil, BRIC countries, China, Churchill, Commodities, Demography, Economy, Education, Emerging Markets, India, Investment, Kenya, Mexico, Natural Resources, Nigeria, Oil, Pakistan, Philippines, Russia, Society, Tanzania | 1 Comment

Working Age Population Around the World 1960-2050

A fast growing economy usually requires a growing working-age population.  It is informative in this regard to look at the size of the working-age population (wap) for different regions and countries of the world. This data, compiled from the UN’s World … Continue reading

Posted in Africa, Brazil, China, Demography, Economy, Emerging Markets, Europe, France, Germany, India, Japan, Russia, Sub-Saharan, United Kingdom, United States

The Candidates’ Other Demographic Challenge

It is massively larger than 11 million illegals. Hans Rosling, co-founder of Gapminder, calls it “the biggest change of our time”. It is Africa’s population growth from 1 billion people today to 2.5 billion by 2050 and 4 billion by 2100. … Continue reading

Posted in 2016 Candidates, Africa, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, Immigration, India, Mexico, Nigeria, Politics, Poverty, Russia, United States, US Economy

The BRIC and I

The growth prospects of Brazil, Russia and China are dimming, while those of India are flaring. If one is a lonely number, then ‘I’ could be a lonely letter, at least when it comes to the ‘I’ of the BRIC countries. … Continue reading

Posted in Analysis and Opinion, Brazil, China, Demography, Dependency Ratio, Economy, Europe, European Union, India, Japan, Russia, United States

Demography Charts – 1

13 November 2014 Below are charts of country and regional dependency ratios. First some definitions: The total dependency ratio is the ratio of the population aged 0-14 and 65+ to the population aged 15-64. They are presented as number of … Continue reading

Posted in Africa, Analysis and Opinion, Brazil, China, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, India, Japan, Russia, Sub-Saharan, United States, US Economy

Russia’s Population is Growing For The First Time Since The Early 1990’s

MARK ADOMANIS writes at FORBES: I’ve written numerous times before about the sharp improvement in Russia‘s demographic indicators through the first half of 2012 and the fact that the country was likely to experience natural population growth. However I had … Continue reading

Posted in Demography, Depopulation, Emerging Markets, Russia

Forbes: Russian Demography and the Difficulty of Prediction

MARK ADOMANIS, ‘The Russia Hand’ at FORBES who has recently highlighted an improvement in Russian demographics, writes today: While perusing the always-excellent Beyond BRICS, a site which I strongly recommend to anyone with an interest in Russia and Eastern Europe, I … Continue reading

Posted in Demography, Family Planning, Russia

BMW, Louis Vuitton, Swatch: Can the Boom Continue?

Diamonds are forever. What about growth in the luxury sector? A few months after Porsche teamed up with RIM to offer the Porsche Blackberry, Tonino Lamborghini recently announced the introduction of three gold plated cell phones (priced $1,850 to $2,750) … Continue reading

Posted in Africa, Analysis and Opinion, Asia, China, Demography, Dependency Ratio, Economy, Emerging Markets, Europe, India, Japan, Luxury Goods, Nigeria, Russia, Sub-Saharan, United States

Demographic Megatrends of the 21st Century

The world’s changing demographics will have a far-reaching impact on our economy. Context, as we know, can be very important in economics and in investing.  Some of the most successful investors of our time might have been unknown humble laborers if they had instead … Continue reading

Posted in Africa, Analysis and Opinion, Asia, China, Demography, Economy, Emerging Markets, Europe, European Union, France, Germany, India, Italy, Japan, Nigeria, Russia, Sub-Saharan, United Kingdom, United States, US Economy, US Federal Budget