South Korea’s ‘Super-Aging’ Challenge

Our Chief Cross-Asset Strategist Serena Tang and senior leaders from Investment Management Andrew Slimmon and Jitania Kandhari unpack new investment trends from supportive monetary and fiscal policy and shifting market leadership. Read more insights from Morgan Stanley.----- Tran ... Show More

Our CIO and Chief U.S. Equity Strategist Mike Wilson discusses how the nomination of Kevin Warsh to lead the Fed could move markets.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Mike Wilson, Morgan Stanley’s CIO and Chief U.S. ... Show More

Our Global Head of Fixed Income Andrew Sheets discusses key market metrics indicating that valuations should stay higher for longer, despite some investors’ concerns.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm ... Show More

The country is facing a labour shortage following decades of low birth rate and depopulation.By the year 2032, it’s estimated South Korea will need more than 890,000 additional workers to maintain the country’s long term economic growth goal of 2%.But with 95% of the country’s po ... Show More

South Korea has grappled with an unprecedented decline in birth rate over the past nine years.However the latest figures show a slight rise in the number of babies born. Although the number remains low, the news is being welcomed with cautious optimism. The increase follows years ... Show More

A shortage of workers is leading some retailers to forgo hiring altogether. The number of unmanned, or staff-less stores in South Korea has grown rapidly in recent years - from ice cream shops to bustling cafes and bars.We explore how these unmanned stores operate and if they can ... Show More

<p>What we can monitor and do now in preparation for a 2030s depression, which may or may not arrive.</p><p>Topics covered include:</p><ul><li>Why ITR Economics&nbsp;has been predicting a 2030s depression for over a decade.</li><li>What are the early warning signs we can monitor ... Show More

<p>Et si votre shampoing mettait en danger l’économie mondiale ?</p><p>Non, ce n’est pas un complot capillaire. Mais ce qu’il contient – comme des perturbateurs endocriniens – pourrait bien expliquer une crise bien plus grave qu’il n’y paraît : la chute de la fertilité. Moins d’e ... Show More

<p>After <a href="https://www.economist.com/asia/2025/01/15/after-the-presidents-arrest-what-next-for-south-korea?utm_campaign=a.io&utm_medium=audio.podcast.np&utm_source=theintelligence&utm_content=discovery.content.anonymous.tr_shownotes_na-na_article&utm_term=sa.listeners" rel ... Show More

From rice to rubber, manufacturing to tourism, Thailand is one of Southeast Asia’s most important export-driven economies. And its trading partners include China and the US. But the country's been struggling to bounce back from the effects of the Covid pandemic. Ever since US Pre ... Show More

There are, its estimated, 8.2 billion people on the planet.&nbsp;The UN projects that the world's population will reach 9.7 billion by 2050 and 11.2 billion by 2100. We won’t reach that, says Steve Keen. Even if we ignore climate change, we’ll exceed our capacity to support the p ... Show More

Les Nanberg of Cornerstone Wealth Management in Boston said he sees big slowdowns in economic activity around the world, including the United States, and ntoed that itnerest rate cuts will not do much to stem weakness, especially with a trade war making growth and recovery more d ... Show More