Some charge that the collapse of real estate markets in most Asian countries since late 1997 was due to the Asian financial crisis. To what extent is this true? What happened differently in China? We begin our analysis by examining how the Asian crisis interacts with the realRYC Tse...
These charts show China's real estate boom in the 21st century and the subsequent slowdown since 2022, through both sales and new buildings.
Why did the market collapse? Forget about fundamentals. As I have argued many times before, China lacks the necessary tools that fundamental investors use (e.g. good macro data, good financial statements, a clear corporate governance framework, a stable regulatory environment, a market discount ra...
An oversupply of residential property and a market slowdown have left Chinese developers with their worst cash crunch in more than two years, revealing the extent of China’s real estate downturn and paving the way for further consolidation in the sector. A Reuters study of more than 80 China-...
再看第三句:Because the property sector accounts for about a quarter of demand in the world’s second-largest economy, a market collapse would have far more than a local impact. 上一句讲到中国房地产市场引发国内外担忧,这一句就来讲一讲为什么...
aOn top of this, the Chinese government has adopted strict land supply policies since the beginning of macro-control on the real estate market. The result is that China has lost the mechanism of self modulating land supply in the land market. In this situation, we conclude that China’s hou...
The bubble.There were all sorts of signs leading up to the collapse in our housing market, but people either couldn’t see them or chose not to. We’ll see if the same happens in China or if responsible parties act quickly to avoid a more catastrophic collapse. ...
peer-to-peer platforms are allowed to collapse en masse, why aren’t property bubbles allowed to burst? Secondly, the Chinese government should employ a dual-track strategy using different measures to manage investment properties and properties that are used primarily as residences. When it comes ...
asay goodbye MY LOVE 言再见我的爱[translate] agoodbye MY LOVE 再见我的爱[translate] aI heard the real estate in china collapse ,is that right? 我听见了不动产在瓷崩溃,那是否是不错?[translate]
After months of worries that a default on dollar bonds by cash-strapped Evergrande may trigger China’s “Lehman moment”, markets in China did not collapse when the private real estate giant finally did. On the contrary, the stock markets hit a five-month high. There was even a rally in...