CH CHN China Natural Resources, Inc. Loading... : Bullish and Bearish Analyst Opinions

The author is instructing subscribers to take profits on CHN, meaning reduce or exit the existing CHN position in the NINJA ASX300 portfolio. The visible text gives no valuation, price target, or replacement trade.

1. THE FACT: Japan's fertility rate is approaching 1.0, leading to a projected 75% population drop in two generations without immigration. Similar trends are noted in South Korea, China, Poland, Italy, and Spain. 2. THE BRIDGE: Declining populations lead to reduced labor forces, lower consumption, increased dependency ratios, and potential economic stagnation or contraction. This demographic headwind will negatively impact long-term economic growth and asset valuations in these countries. 3. THE VERDICT: Short equities/ETFs exposed to Japan, South Korea, China, Poland, Italy, and Spain due to severe demographic decline impacting long-term economic prospects.