Posts with Keyword “real-estate-bubble”

16 Feb 2022 · Most commentators on the Evergrande saga took the perspective of a speculator. However, there are more profound global economic and geopolitical considerations that they miss.

22 Sep 2021 · China has a unique opportunity to deflate its real estate bubble under the cover of the collapse of a mismanaged, greedy company. It would be a gigantic mistake that would lead to tragic consequences if China were to bail out this company.