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https://www.barrons.com/articles/simon-powell-invest-in-china-baby-bust-e0e00834

A Trend Spotter Sizes Up China’s Baby Bust

By
Reshma Kapadia
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Simon Powell is global head of thematic research for Jefferies.

Photograph by Olivia Harris

Simon Powell’s perch in Hong Kong has given him a front-row seat to trends unfolding in the region—trends with investment implications, such as China’s population decline and new geopolitical risks.

Powell, global head of thematic research for Jefferies, says that investors’ long-held view of Asia’s population as young and on the rise needs an update. While investors sometimes have dismissed megatrends as too long term to affect near-term investment decisions, now is the time, he argues, to pay attention to China’s demographic struggles and rising tensions with the U.S.

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