Using demographics to predict asset markets Really interesting article and that first link, "Does Demographics Drive The Stock Market?" will give ya a list of which countries are demographically favorable (Russia, Hungary, Japan, Greece (?!?!)) and which countries are not (Canada, Australia, US).
Bill Gross at Pimco just had an article about it. I recall David Gerstenhaber at Argonaut Capital also had letter on the topic recently....
Do demographics "predict" the stock market or does the stock market predict demographic trends? :eek: