There’s only one thing, I don’t know if you’ve considered it. China’s terrible demographic structure. Is an upward pyramid. There’s no replacement generation there’s more men than women and they can face a population collapse faster and harder than EU unless they start importing young women from Africa or Latin America (sounds terrible, I know).
China real estate bubble is a consequence of this failing demographics. I may be wrong, that’s my vision.
But here’s where I think the mistake is: People assume China’s demographic collapse is a death sentence—but what if it’s actually an advantage?
Yes, China has a shrinking, aging population. Yes, its real estate market is imploding because of it. But China isn’t playing for internal growth anymore—it’s playing for external dominance.
A smaller population doesn’t matter if you dominate AI, automation, and economic dependencies. AI doesn’t need pensions. It doesn’t protest. It doesn’t demand higher wages.
China isn’t trying to out-breed the West—it’s trying to outmaneuver it.
Real estate bubbles don’t matter when you own the world's semiconductor supply.
Taiwan is the key, and once China takes it (which I predict it will), all bets are off.
China doesn’t need to import people—it needs to control economies. Belt and Road, AI supremacy, gold-backed digital currency—all of these allow China to control labor, trade, and resources without needing a population boom.
There’s only one thing, I don’t know if you’ve considered it. China’s terrible demographic structure. Is an upward pyramid. There’s no replacement generation there’s more men than women and they can face a population collapse faster and harder than EU unless they start importing young women from Africa or Latin America (sounds terrible, I know).
China real estate bubble is a consequence of this failing demographics. I may be wrong, that’s my vision.
Great point, Ericson.
But here’s where I think the mistake is: People assume China’s demographic collapse is a death sentence—but what if it’s actually an advantage?
Yes, China has a shrinking, aging population. Yes, its real estate market is imploding because of it. But China isn’t playing for internal growth anymore—it’s playing for external dominance.
A smaller population doesn’t matter if you dominate AI, automation, and economic dependencies. AI doesn’t need pensions. It doesn’t protest. It doesn’t demand higher wages.
China isn’t trying to out-breed the West—it’s trying to outmaneuver it.
Real estate bubbles don’t matter when you own the world's semiconductor supply.
Taiwan is the key, and once China takes it (which I predict it will), all bets are off.
China doesn’t need to import people—it needs to control economies. Belt and Road, AI supremacy, gold-backed digital currency—all of these allow China to control labor, trade, and resources without needing a population boom.
This isn’t a numbers game. It’s a systems game.
And right now, China is winning.