China’s demographic situation is dire. According to projections, China’s population is likely to drop below one billion by 2080 and further decrease to 800 million by 2100. This significant demographic shift means fewer individuals will be entering the workforce, leading to a decrease in factory production.

Straight Arrow News contributor Peter Zeihan examines new China demographic figures and argues any country still doing business there would be wise to reconsider its options.

Excerpted from Peter’s June 29 “Zeihan on Geopolitics” newsletter:

Today we’re breaking down the new demographic data from the Chinese space. This will allow us to make some much-needed updates to an already bleak assessment … and spoiler alert, it’s going to get a lot worse.

China is entering its final decade of operating as a modern industrialized nation. For any foreign business still in China, those sunk costs on factories can only keep you there for so long … and it will only get worse from here on out.