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Navigating Turbulent Waters: China's Capital Markets and Real Estate Sector
Exploring the current landscape of China's capital markets with a focus on the real estate sector, highlighting challenges and opportunities amidst pricing dislocation. The conversation touches on Hong Kong's property market struggles, government responses to risks, and the unique position of the market. Additionally, insights are shared on South Korea's shadow banking industry, real estate exposure, and liquidity concerns, drawing comparisons with China and the West.