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11min chapter
The "Beijing Put" | Jason Hsu's Bull Case For Chinese Stocks
Forward Guidance
Understanding Chinese Real Estate Market Dynamics
The chapter explores the unique practices in the Chinese real estate market, focusing on cash purchases, restrictions on second home buying, and efforts to deter speculation. It delves into the historical and cultural factors driving the Chinese preference for real estate over the stock market, emphasizing the challenges faced by developers with high leverage. The potential impact of large developers going bankrupt on the economy and the evolving dynamics of the real estate market towards controlled buying systems are also discussed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode