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Very important topic, thanks!

* Predictions to 2100?

* Demography is destiny, but China's is worst of all, and India ain't too good, either

* Africa looks good if it gets its free trade zone thing together. Good luck with that!

* re Peter Zeihan, USA still looks best to 2050 because demography+ attractiveness for immigration + educated work force. This has considerable investment implications, at least for me.

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the US is the one in the best position in my opinion. And again in my opinion Africa has no chance of getting out of the black hole in which it finds itself, especially considering the climate changes that are already devastating; even if in Western and Northern Europe you don't notice it, in the South we are starting to notice it seriously

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When I wrote this, I had no idea of the tragedy in Spain. The authorities still have no idea of the real number of dead and the amount of damage.

A year's worth of rain fell in eight hours. This is the same phenomenon that caused the floods in Bologna last week: the warming of the Mediterranean.

And the effects are all the more serious in places already affected by extreme phenomena, which are, not by chance, the poorest countries.

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The worst decision by manufacturers may turn out for good: I refer to outsourcing manufacturing to China, which was bad for NA & European skills and jobs. The current awareness is that outsourcing to China is ‘a (very) bad thing’. Not just for Security/ Defence, but because CCP control of Chinese cos renders reliability on China dangerous, but because accounting standards in China are at best unreliable.

Re-Shoring offers Europe the ability to create jobs and skills, these including higher paid jobs and the scope for focused skills training over intensive short duration involving relevant manufacturers.

Sub-Saharan Africa as a powerhouse? I had to read that 3 times. Not a chance.

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