Structural Inflationista (Guest: Louis-Vincent Gave)
The Market Huddle
China's Economic Landscape: Real Estate and Beyond
This chapter examines the intricacies of China's economy with a special focus on its real estate market, comparing it to Japan's past bubble experiences. It discusses the impact of population sentiment on economic policies and the challenges faced by younger buyers amid fluctuating property prices. Additionally, the chapter highlights the evolving dynamics between the U.S. and China, touching on investment strategies in the context of global interdependence and the current state of equity markets.
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