South Korea’s ‘Super-Aging’ Challenge

<p>As market murmurs about an AI bubble, our Head of Corporate Credit Research Andrew Sheets offers some perspective on the impacts of the increasing demand for debt.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" rel="noopener ... Show More

<p>Live from Morgan Stanley’s Asian Pacific Summit, our Chief Fixed Income Strategist Vishy Tirupattur explains why micro trends are likely to be more on focus than macro shocks next year.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insight ... Show More

<p>Our CIO and Chief U.S.&nbsp;Equity Strategist Mike Wilson explains why he continues to hold on to an out-of-consensus view of a growth positive 2026, despite near-term risks.</p><p>Read more&nbsp;<a href="https://www.morganstanley.com/insights?cid=mg-SM_CORP-insights-17607" re ... 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

<p>Dmitri Alperovitch sits down with Andrei Lankov, one of the west’s foremost experts on North Korea, and Sergey Radchenko, a leading Cold War historian, for a deep dive into North Korea. They discuss the threats posed by North Korea's nuclear program and possibility of a new wa ... Show More