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    • China Real Estate Bubble

China Real Estate Bubble Newsletter
  • In Search Of The AI Bubble's Economic Fundamentals 07 Nov 2025 19:56 GMT

    … The Ghosts of Bubbles Past Financial bubbles can be understood … have shown, leverage-fueled bubbles have repeatedly triggered financial crises … credit bubble of 2004-07, which focused on real estate and … well: “AI is like Chinese machine production. It can …

  • Tech selloff drags stocks down on AI bubble fears 07 Nov 2025 17:07 GMT

    … as fears of an AI bubble deepened a tech selloff, with … pressured by official data showing China's exports fell in … flared in the weeks before Chinese President Xi Jinping and Trump … the share prices of online property business Rightmove and British Airways …

  • Stocks fall on renewed AI bubble fears 07 Nov 2025 15:24 GMT

    … renewed fears of an AI bubble, a weak US job market … pressured by official data showing China's exports fell in … flared in the weeks before Chinese President Xi Jinping and Trump … to share prices of online property business Rightmove and British Airways …

  • Former ADB chief bullish on China's growth path 07 Nov 2025 00:38 GMT

    property market and external uncertainties. During a recent exclusive interview with China … faces challenges in the property sector and in local … with Japan's bubble economy in the 1990s, … undergoing adjustments worldwide, but China should remain an active …

  • China is redefining prosperity as the sustained flourishing of the whole 06 Nov 2025 22:15 GMT

    … income distribution, and high-quality real estate and healthcare - reflect a … devices, trends toward disorder: speculative bubbles, regional disparities, social stratification … amid transformation. This orientation echoes China's philosophical traditions …

  • Analysis: Starbucks’ Discounted China Sale Shows Its Struggles in Crowded Market 06 Nov 2025 21:21 GMT

    … is selling control of its China business at a discount, highlighting … coffee chain’s business in China, according to a deal announced … was a cornerstone investor in bubble tea giant Mixue Group’s … license its brand and intellectual property to the new entity.

  • In Depth: The Inconvenient Truth About China’s Investment Funk 05 Nov 2025 13:32 GMT

    … 25.3% slump (link in Chinese) in infrastructure investment in the … China’s economic growth with three main pillars — infrastructure, manufacturing and real estatebubble in the residential housing market has curbed the enthusiasm of property

  • Star Chinese fund managers pause subscriptions amid stock market frenzy 05 Nov 2025 07:23 GMT

    … intelligence and easing of US-China tensions. The rapid run- … losses for new subscribers.” Chinese stocks have been on a … precipitated by the property market’s woes and US-China tensions. Photo … accurately foresaw the two stock bubbles in 2007 and 2015 …

  • Goldman Sachs sees global success driving China's economic shift 05 Nov 2025 03:42 GMT

    … report added that China is now exporting services, intellectual property and culture … asset price bubble in the 1990s, suggesting that earnings for Chinese corporations … Rushi Financial Research Institute, said Chinese companies have the capability, resilience …

  • Why Starbucks’ Boyu deal is a wake-up call for every global brand in China 05 Nov 2025 01:41 GMT

    intellectual property to the new entity. … Its portfolio includes stakes in bubble tea giant Mixue Group and … light for multinational companies in China,” Plotnick said. “Through field … new generation of middle-class Chinese consumers with distinct preferences, …

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