China Demographics


China’s Ethnic Groups in a Nutshell: Minorities Under the Microscope

While most people tend to identify China with the Han ethnic group (and rightfully so, given the fact that there are over 1.2 billion Han Chinese, or approximately 91.65% of China’s population according to the 6th National Population Census of the People’s Republic of China, conducted back in 2010), it is important to realize that


How Many Languages (Dialects?) Are Used in China?

To meaningfully wrap your head around China, digging deep is the only way to go and there is certainly more to it than just crunching some economic numbers. This is why, here on, we frequently refer to anything from Chinese dynasties to the cultural dimension because without giving adequate attention to these (vital) variables,


Social Tensions in China: Are Civil Unrest Scenarios Realistic?

Too many Western observers make the mistake of assuming that just because China is run in a manner they consider authoritarian, it is somehow immune to social tensions. This attitude is short-sighted at best because whether we are talking about authoritarian regimes where it seems those in charge have everything under strict control or let’s


As (Not) Seen on TV: China’s Poorest Regions

Time and time again, Western media depictions of China involve prosperous neighborhoods from Beijing or Shanghai, industrial success stories such as Shenzhen and so on. At the political level, the same principle tends to be valid in many cases, for example president Donald Trump criticizing China for continuing to define itself as a developing nation


A Glimpse into China’s Booming Insurance Industry

We have referred to a wide range of secular mega-trends here on, some of which can be considered… well, problematic, for example China’s aging population. However, even the challenging ones have quite a bit of upside, sometimes lifting entire industries. While the insurance industry of China has most definitely not been lifted by demographics


Retiring in China… Are Retirees a (Financial) Force or Threat?

Those of you who are familiar with the United States demographic landscape know all too well how the “Baby Boomer” generation that consists of individuals who have either retired or are retiring is shaping the economy. Across the US, entire sectors are adapting to the present as well as future needs of the generation in


China’s Puzzling Contrast: Poverty Reduction vs. Inequality Increase

It goes without saying that China’s impressive post-1978 economic growth came with a more than significant poverty reduction. As inflation-adjusted income went up, the percentage of individuals living under the $1.9 per day poverty threshold plummeted, from almost 90% in the early 80s to low single digits today. However, a distinction needs to made between


China’s Rural vs. Urban Population: Past, Present and Context

A story of GDP growth? Or maybe the story of the world’s most robust emerging middle class? Perhaps a story of gradual geopolitical dominance progress? There a quite a few headlines which describe China’s post-1978 journey. Yet an equally important one tends to receive less attention, the story of China’s massive urbanization, with its various


The Good, the Bad and the Misleading: China’s Population

The fact that China’s population number lies north of 1.4 billion represents an element which one cannot afford to overlook in a detailed analysis. Sometimes, this number comes with positive implications, whereas oftentimes, it can be misleading and make us believe that China’s dominance in certain sectors is a function of its efficiency… when in


China’s “Emerging” Middle Class?

The average Western investor tends to raise an eyebrow when analysts use terms such as “emerging” to describe China’s middle class. How can the middle class of the world’s #2 nation by nominal GDP be… emerging? The answer is straightforward and lies in simply understanding what the Gross Domestic Product actually measures. Without going into