Winning demographics.
On his PowerPoint handout, Brian Beaulieu left the space blank below the title "Winning Demographics."
His presentation filled in the blank. The U.S., India, Indonesia, Australia, Chile, and Brazil were among the nations listed as those possessing winning demographics. GDP and population growth are correlated.
China was on the underside of the PowerPoint slide.
Though Beaulieu never said it, it's clear the implications: It's time for the Chinese, like their German and Japanese counterparts three decades ago when their demographics began to slide too, to look at investing outside of their country to sustain their economy.
Beaulieu gave the Chinese five to six years before the "Negative Demographics" start to catch up with their economy.
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