Insights you might have missed last week

India GDP misestimation, China’s aging people, and physical AI

Explore this selection of high-quality insights that you may have missed last week, from top global asset managers and institutions.

Buying BTC After a 50% Crash (MarketVector Indexes)

Every Bitcoin cycle has a moment when the market falls 50% from its prior all-time high. At that point, investors face a difficult question: is this capitulation or is there further downside ahead?

India's 20 Years of GDP Misestimation: New Evidence (PIIE)

India’s annual economic growth between 2005 and 2011 may have been underestimated, and subsequent growth between 2012 and 2023 may have been overestimated.

China’s Aging Population and the Implications for China’s Security (RAND)

In 2022, China's population shrank for the first time since the famine of the Great Leap Forward. China has one of the world's lowest fertility rates, and its population decline is accelerating. By 2050, China's population could lose 250 million people from its 1.4 billion.

Tracking the Effects of AI on the U.S. Labor Market (Deutsche Bank Research Institute)

So far, the impact of AI on the U.S. labor market has been more micro than macro. This chartbook tracks in real-time whether that is changing.

Five Themes Shaping Global Real Estate: European Perspectives (Principal Asset Management)

Despite a noisy macro backdrop, conversations across Europe pointed in the same direction: the real estate recovery is underway, but uneven.

Physical AI, Part 2: Humanoid Robots (Bank of America)

A new generation of humanoid robots, built to learn and act in the real world, is sparking the next era of physical AI.

Declining Dispersion, Climbing Correlations (S&P Dow Jones Indices)

As investors grappled with the winners and losers of technology changes, S&P 500 stock-level dispersion, a measure of cross-sectional volatility, rose through the first two months of the year.

China: In Pole Position to Be the Globe’s First Electrostate (Robeco)

China has rapidly scaled and expanded clean energy technologies and infrastructure within its borders, putting it in pole position in the race to become the world’s first electrostate.