Demographic Shifts and their influence on the economy - Part 1

 

Part 1 – The key parameters that influence shifts


Economic demography examines the determinants and consequences of demographic change, including fertility, mortality, marriage, divorce, location (urbanization, migration, density), age, gender, ethnicity, population size and population growth.

Demographic dividend refers to the growth in an economy that is the result of a change in the age structure of a country's population. The change in age structure is typically brought on by a decline in fertility and mortality rates. Demographic dividend occurs when the proportion of working people in the total population is high because this indicates that more people have the potential to be productive and contribute to growth of the economy. In essence, there’s a period in nation’s progress when longevity is increasing and working age population is large in proportion to the old age population. The median age is low. This is when the nation is best positioned to move forward.

In this 6-part series we will examine the demographic shift in some of the leading economies of the world and see how India is positioned for the next 2-3 decades. In many ways, India has an opportunity that it mustn’t muff up.


The background

From 1850 to 2000, in Western European countries life expectancy rose from 30–40 to 80 years and the average number of children per woman fell from 4 to 5 children to slightly more than one.

A study conducted by Miguel Sánchez-Romero, Gemma Abio, Concepció Patxot & Guadalupe Souto, in 2017 concluded that around 17% of the observed increase in per-capita income growth from 1850 to 2000 was due to the demographic transition. Around 50% of the demographic contribution is explained by the increase in the average productivity per worker (productivity component), which arises from the change in the population’s age structure and the rise in households’ saving rate. The remaining 50% is explained by the higher growth rate of workers relative to the total population (translation component).

There are numerous other studies that delve into further details. The key conclusions are that working age population and the ratio of working/ non-working age populations has profound impact on economic growth and the stability of an economy. A high ratio means that the society can implement welfare measures which has beneficial multiplier effect, whereas a low ratio implies that the society is getting stretched and is forced to cut back on welfare spending which has deleterious effect on the well-being and ultimately has negative impacts that threaten the stability of societies.




The global median age has increased from 21.5 years in 1970 to over 30 years in 2019. The global population breakdown by age shows that a quarter (26%) are younger than 14 years, 8% are older than 65, while half of the world population is the working-age bracket between 25 and 65. (Source: Ourworldindata.org)

In 1950 there were 2.5 billion people on the planet. Now in 2019, there are 7.7 billion. By the end of the century, the UN expects a global population of 11.2 billion. This visualization of the population pyramid makes it possible to understand this enormous global transformation.

Population pyramids visualize the demographic structure of a population. The width represents the size of the population of a given age; women on the right and men to the left. The bottom layer represents the number of newborns and above it you find the numbers of older cohorts. Represented in this way the population structure of societies with high mortality rates resembled a pyramid – this is how this famous type of visualization got its name.

“We are at a turning point in global population history. Between 1950 and today, it was a widening of the entire pyramid – an increase in the number of children – that was responsible for the increase of the world population. From now on is not a widening of the base, but a ‘fill-up’ of the population above the base: the number of children will barely increase and then start to decline, but the number of people of working age and old age will increase very substantially. As global health is improving and mortality is falling, the people alive today are expected to live longer than any generation before us” - Ourworldindata.org

Until the early 18th century, the world population grew little because high mortality rates offset high fertility rates. The reproduction rates were very high and 8-10 children per couple were not unusual. However, child mortality was high, and barely 25-40% of those born survived to adulthood. The life expectancy was low and premature deaths were pretty common. Increased knowledge and technological change in the form of advances in medicine, public health, and nutrition began to lower mortality rates. Fertility rates also began to decline, and the reasons for this were more complex. In the U.S. there were shifting preferences for smaller families because of the rising opportunity costs of having children and the higher costs of raising and educating them. The shift in population from rural to urban areas reduced the need for large families to run farms. There were changes in social norms regarding the use and availability of birth control. The baby boom in the US after World War II, and the subsequent echo when the baby boom generation began having their own children, were exceptions to a general downward trend in the birth rate. Today, the fertility rate in the US is well below 1.8 births per woman. This is less than the United Nations’ estimated 2.1 replacement rate needed to keep the population stable, and it is considerably less than the fertility rate in 1900, which was over 3.3.

What is this fertility rate? “The total fertility rate in a specific year is defined as the total number of children that would be born to each woman if she were to live to the end of her child-bearing years and give birth to children in alignment with the prevailing age-specific fertility rates. It is calculated by totaling the age-specific fertility rates as defined over five-year intervals. Assuming no net migration and unchanged mortality, a total fertility rate of 2.1 children per woman ensures a broadly stable population. Together with mortality and migration, fertility is an element of population growth, reflecting both the causes and effects of economic and social developments. The reasons for the dramatic decline in birth rates during the past few decades include postponed family formation and child-bearing and a decrease in desired family sizes. This indicator is measured in children per woman.”

In a nutshell, if the fertility rate is low, more people would be born who would then contribute to economic activity. If the fertility rate is lower than 2.1, fewer children will be born resulting in fewer working hands in the future. Moreover, as longevity has been continuously increasing (as healthcare standards and nutritional standards keep improving) and is already pretty high, lower fertility rates would create a higher proportion of the elderly and the non-working segment of the population.

As these demographic changes have played out, the average life expectancy in the US, for example, has risen and the population has aged. Average life expectancy at birth is now nearly 80 years old, 30 years higher than it was in 1900. The median age of the US population is approaching 38 years old, nearly 10 years older than in 1970. By 2050, the UN projects that the median age in the U.S. will be 42 years old and that the number of people age 65 or older per 100 of working-age people, those age 15 to 64, will be more than double what it was in 1970. That is a stunning change in a relatively short period of 70 years.

This is not just a US phenomenon. It is a universal phenomenon that is playing out differently (in terms of timing) across various countries on the planet. For example, in India, the average life expectancy was just 30 years at birth at the time of independence. It increased by 60% by the time the 1971 census was conducted. Since then it has steadily grown and is estimated to be 70 years at the moment. It was 67 years in 2011, 63 years in 2001, 58 years in 1991, 54 years in 1981, 48 years in 1971, 42 years in 1961, and 32 years in 1951. Increasing life expectancy is a good thing and India has room to improve since most developed countries have a life expectancy in excess of 80.

The current fertility rate in India is estimated to be 2.2. Over the years it has declined – 5.9 in 1951, 5.9 in 1961, 5.5 in 1971, 4.77 in 1981, 3.96 in 1991, 3.24 in 2001, and 2.51 in 2011. The decline was slow during the first 30 years and has accelerated since then.

The median age in India is estimated to be 29 years. As is evident from fertility rates and longevity, this has also increased significantly over the last 70 years. However, high fertility rates kept it low for a long time. It was 21 years in 1951, 19.3 years in 1971, and 20.2 in 1981. Since then it has started increasing significantly as fertility rates dropped fast and longevity kept increasing – 21.1 in 1991, 22.7 in 2001, 25.1 in 2011, and 29 years now. It is estimated that this would increase to 32 by 2031 and 38.5 by 2051. This kind of increase would lead to a very significant increase in the proportion of the elderly (those above 65 years of age). It is also evident that the current demographic dividend of a young population is disappearing fast and is likely to disappear during the next two decades.

While India and The US are still relatively “young” most of East Asia (including China), and Europe are already aged and are soon going to see a rapid fall in population, with or without immigration. These are large regions representing nearly 30% of the global population. On the other hand, most developing economies of Asia and Africa are still growing.

Demography is something that cannot be “fixed” in a short time frame. It plays out over long periods and has a profound impact. A few examples below illustrate this point –

·   North America enjoyed a demographic dividend from the early 1960s to the mid-1980s as the Boomers entered the labour force. Births increased noticeably during the post-war years and was maintained at high levels for some time and then subsequently decreased. As these babies became adults, the region experienced tremendous growth that continued till the end of the century. Growth has tapered off since then.

·   Japan has been slightly different. High fertility rates in Japan over the 1930s and much of the 1940s resulted in rapid labour force growth over the 1950s and 1960s. This was earlier than in North America. This increase in labour force was happening at a time when population growth in Japan was slowing, thereby increasing wealth. The growth trajectory was strong up until the 1980s. It was a golden era in Japanese economic performance. However, the low fertility rates were slowing labour force growth and hence economic growth by the time this period ended. What the world saw was a long period of stagnation during the last 30 years. Japan is now facing a situation where 28% of its population is already over 65 years of age and the population has started shrinking.

In the subsequent parts of this series, we will look at some of the countries and their experiences in detail. Subsequently, we shall look at India and where it is headed.



Part 1 – The key parameters that influence shifts

Part 2 – What has been the Japanese Experience

Part 3 – Greying and aging before it gets rich

Part 4 – The two dominant economies of the world over the last 150 years

Part 5 – Continental Europe

Part 6 – India’s Challenges


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