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China, the Bubble That Never Pops, in the Second Edition
The real estate crisis, i think, is going to run for certainly months. There's no sign so far that the government is willing to exit from covid zero. And when they do ultimately exit from Covid Zero, that's going to be a very massy and very costly process. Joe: I think there's a confluence of factors which are, which are sort of coming together right now, and which will also weigh on china's growth going forward.