
The Failure of Chinese Real Estate || Peter Zeihan
The Peter Zeihan Podcast Series
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The Escalating Crisis of China's Real Estate Sector
This chapter examines the mounting crisis in China's real estate sector, focusing on local governments' diminishing capacity to deliver vital services against a backdrop of demographic hurdles. It explores the repercussions of migration on property markets and indicates that the economic outlook for China may worsen more rapidly than expected due to data gaps and institutional decline.
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