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    • China Real Estate Bubble

China Real Estate Bubble Newsletter
  • Why US-China Face-Off Is Advantage India 29 Oct 2025 05:52 GMT

    … is being systematically subverted by China. Its State-led economic … to force fundamental changes in China's behaviour.   … central planning, a collapsing property bubble, and a demographic decline … at $427 billion. The Chinese government is torn between …

  • Is the AI Economy a Bubble? 29 Oct 2025 00:29 GMT

    … question: Are bubbles good? Because bubbles represent excess speculation … well, because China recently had a real estate bubble, which led … risk potentially caused by bubble investment is controlled, … with Ford and a Chinese battery company to try …

  • The FOMO-fueled gold bubble may now be turning into a ‘mini-bust,’ analysts say 27 Oct 2025 20:55 GMT

    … rally looks like a market bubble that is in its final … their reserves, and investors in China still looking to gold as … store of value after the real estate market crashed. Demand drivers limited … frozen, the bursting of China’s housing bubble, as well as Trump …

  • Futures Soar To New Record High On US-China Deal Optimism 27 Oct 2025 14:30 GMT

    … Jae Myung warned its property market is a bubble that’s about … with Chinese President Xi and he is optimistic about a China deal … US tariff increase on China averted, while China was said to … Starting with the US-China news, China’s Ministry of Commerce said …

  • China’s 4.8% Mirage: Don’t Buy the World Bank’s Fairy Tale 27 Oct 2025 08:12 GMT

    … despite internal tensions, debt bubbles, and demographic drag, it … soft landing” of the property sector won’t cascade outward … misled into overallocating to Chinese equities, bonds, and … safety nets are underfunded. Real estate continues to deflate quietly in …

  • This Week: What Moncler, Estée Lauder Have to Say About China 26 Oct 2025 17:00 GMT

    China. To recap: a strict and protracted Covid lockdown, the burst property bubble … credited “resilience” in China for countering sluggish sales … its partnerships with Chinese celebrities and cleaned … to suffer as Chinese consumers increasingly prefer …

  • Amid a wave of foreclosures, China’s homeowners could use a break 25 Oct 2025 21:35 GMT

    … largest online platforms for distressed property sales. On any given … the bursting of the housing bubble sent mortgage defaults and … China is on the verge of its own 2008 moment. Property … buyers gather at the sales office of Sunac China Holdings …

  • Inside the real houses of Guinness: the brewing families’ property empire 24 Oct 2025 19:32 GMT

    I first came across the country houses — I’m tempted to call them palaces — of the Guinness family a few years ago, when I was writing The Power and the Glory, a book about life in the country house at the turn of the 19th century. It was an age of …

  • What is the AI bubble – and will it burst? 24 Oct 2025 12:52 GMT

    … such as California. In China – especially in more remote … usage. One analysis estimates China’s data centres consumed … particularly in the US and China – have seen their valuations triple … times bigger than the 2008 real estate bubble. However, others – like …

  • The final nail in the coffin for POGOs 29 Oct 2025 20:35 GMT

    … the country, the majority from China. In that respect, we … expect that China will also welcome the new … seen as an opportunity for Chinese citizens to evade their own … their workers created a serious property bubble, particularly in parts of Metro …

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