It appears this debt crisis is worldwide and no corner of the globe will be untouched. But there will be areas of the world that won't be nearly as affected and will still remain peaceful in any large international conflict due to their position in the saeclum. I'm trying to identify which areas those are likely to be as potential for investment.
Some of the pre-requisites I've been looking for are:
- energy security
- quite a bit of turmoil in either the 90's or early this decade that could be seen as a generational crisis or awakening (recoveries and unravelings are usually the best for investment it seems)
- falling birthrate although still comfortably above 2.1 per female
- large youth population (23% or higher 0-14 yrs old)
- high levels of education
Some of the countries that fit this model were Southeast Asian countries (Malaysia and Thailand specifically, Viet Nam, Indonesia to a lesser extent), and the southernmost countries of South America (Brazil, Argentina, Chile, Uruguay). Most Middle Eastern countries fit too. I can't figure out Africa, but I'm sure there's some possibilities there.
Does anyone else see the same things? Am I way off base on some of them?
Thanks for any input.
Generational Cycles Around the World
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