Hong Kong's Real Estate and Global Trade Trends

This chapter explores the challenges facing Hong Kong's commercial real estate market, particularly the struggles of New World Development amid significant debt issues. It also highlights the resurgence of Luckin Coffee and discusses the shifting dynamics in global trade influenced by the U.S.-China trade war, prompting manufacturers to rethink their supply chains. The conversation further examines the implications for European luxury brands in Asia and the potential for China's bond market to adapt to new economic realities.