Value Investing Aging population problem |
| Posted: 09 Oct 2019 11:03 PM PDT So I was watching this video https://youtu.be/ErUQnd-YFGg about how japan's economy is fading because of the aging population, and it got me thinking about how this affects the value investor. At the moment there are multiple countries in the west facing this problem. (https://en.m.wikipedia.org/wiki/List_of_countries_by_median_age) All over the west the natality rates are falling and with those the ability of all companies to grow is becoming increasingly hard, atleast by my logic. Fewer people to work and buy these products mean less money are being circulated into the economy, while the shifting median age means the priorities of your average man are changing. Following this line of reasoning, and because an investor should never buy into a company that might force him to sell out of necessity, I think many markets that are considered extremely safe now might infact have some serious underlying problems that are really going to be shown in the next 20-50 years. Housing markets and everything being consumed by the young adults such as Netflix and Facebook. My question is, do you think this is a real concern facing an investor? And if so what bussinesses do you think are more robust to these upcoming changes? [link] [comments]  |
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