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China Bubble Redux
We recently posted on what could go wrong in China from a macroeconomic perspective and I want to highlight a new post worth reading on the topic. The post, written by Vitaliy Katsenelson, VP with...
View ArticleChina Real Estate: The Bubble Will Pop.
Can you read this post by Patrick Chovanec, entitled, “Reference Points on China Real Estate,” and still insist China real estate (at least in its biggest wealthiest cities) is not one massive bubble...
View ArticleChina’s Real Estate Bubble Has Burst. The View From Qingdao.
By: Steve Dickinson I have been engaged in a friendly debate with a number of economists about the date when the Chinese real estate market “bubble” will finally burst. The opinions of the economists...
View ArticleThe Impacts Of China’s Real Estate Crash. A Hard Rain Is Gonna Fall.
This is part II of a series of an occasional series of posts we will be running here on what our lead China lawyer, Steve Dickinson, is seeing of China’s real estate market, based on his living “on the...
View ArticleChina Real Estate. Is It Different This Time?
I had dinner last night with two Chinese from Nanjing and two Americans. The two Americans are both fluent in Chinese and have each spent well over a decade living and doing business in China. The...
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