Demography is a global trend with long-term implications – a megatrend. India and some African countries can expect a "demographic dividend" because of their due to their population growth and their young demographic structures. On the other hand, demographic trends in industrialized countries and some emerging economies such as China are likely to inhibit economic growth.
Demography as an Investment Opportunity
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This demographic turning point will probably have a long-term impact on capital markets as well. A look at US markets indicates that there is an apparent correlation between the trend in people of working age and stock market results.
The study by AGI looks at the demographic dividends of various countries. It also examines investment opportunities and industries that will profit most from this dividend.
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