二十年后的中国，保姆这个职业将会逐渐消失，便宜的快递，外卖行业也会消失。所有目前因为廉价劳动力的产业，都会消失。与此同时，高房价的时代将会结束，除少数大城市之外，大多数城市的资产会逐渐贬值。
这一切，都是因为我们的人口结构决定的。过去四十年的人口红利，正逐渐变成人口赤字，向我们走来。
In China, 20 years from now, the profession of nanny and babysitter will gradually disappear, as will the cheap express delivery and takeaway industry. All industries that currently exist due to cheap labour will disappear. At the same time, the era of high housing prices will end, and assets will gradually depreciate in most but a few large cities.
All of this is because of our demographics. The demographic dividend of the past 40 years is gradually turning into a demographic deficit, coming towards us.
10 июл 2022
