Regarding property in China, last year we took the express train from Beijing to X'ian, to see the terracotta warrior site. Fascinating place. But I remember the huge residential high rise developments being built along the route, just amazing numbers of apartment blocks under construction. And the rate of expansion of the high speed rail network is another amazing phenomenon..
Great presentation. I wish Chris could do a similar analysis on that other communist country ( gotten away with for years), greatest little corrupt communist country ( against its own people). Although a cabbage garden still but yhe greatest political communist establishment for last 100 yrs. Ireland
Fascinating and well presented. Would love to see more analyses like this on various topics.
Regarding property in China, last year we took the express train from Beijing to X'ian, to see the terracotta warrior site. Fascinating place. But I remember the huge residential high rise developments being built along the route, just amazing numbers of apartment blocks under construction. And the rate of expansion of the high speed rail network is another amazing phenomenon..
I remember seeing this talk at the London Superconference :) Great presentation, looking forward to refreshing my knowledge of the Chinese economy!
AMAZING WORK CHRIS! Laymen's terms make it so easy to understand. I recommend the book "demographic cliff"
Proper macro-economics. Actual knowledge. Vs other people who draw lines on charts LOL
You mean you don't believe in the power of Fibonacci ???? You heretic! :))))
That’s is really deep through analysis very interesting to watch thank you guys.
土地财政、地方政府债务、国企投资回报率低下、房价问题、需求不足
You guys know more about Chinese economy than most Chineses do
great video, keep them coming !!!
If anyone can give a Chinese version I sure this will be popular in China!
SO, your saying there's a bubble...? ;)
Waiting patiently to watch...
It starts at the end. Rewind to the start and you're good to go
Someone could help me to find sites where i can acces to those kind of dry, unfancy,visualized data without conflict of interest for free?
*by country,by sector
地方政府根据两个方面来评判绩效：GDP与维稳。博主比百分之九十油管博主更懂中国。
Can we become a paid subscriber for this kind of macro research?
I agree, would pay for that! @InstituteofTrading
It’s on their site www.itpm.com/data/
I believe you can if you head to the website and sign up for monthly insights
is there a yield curve in china that show their credit cycle?
Great presentation. I wish Chris could do a similar analysis on that other communist country ( gotten away with for years), greatest little corrupt communist country ( against its own people). Although a cabbage garden still but yhe greatest political communist establishment for last 100 yrs. Ireland
But Ray Dalio ask us to buy Chinese stocks?🤔
dalio bends over for the CCP. if he doesn't, he will lose business.
Man, he has huge interest in china what do you expect