The DeepSeek affair has shaken America and the capital markets for a short time. In some cases, it has even led to questioning the entire American business model and overestimating the looming, omnipresent threat of China. Looking at the decisive factor between the two high-tech superpowers, demographics, the United States has a clear advantage in terms of a very stable population, while China's population is imploding.

This puts all social and economic systems of the state under massive tension and will result in the central state and central government having to make massive capital allocations to balance this imbalance. What is interesting when looking at demographics is the rise of Nigeria as the population superpower of the future. This is something to keep an eye on!