China’s Property Crisis Is Probably Than We Think.

Let me start this video by stating that I do not endorse the “China Is Going to Collapse” hysterics that Peter Zeihan keeps trumpeting all over the internet and especially to neo-conservatives.

I think that China is facing some serious challenges economically and the information war being conducted by state supported media narratives in China and the US is not really giving us a clear picture of what is going on.


I like data. That is how we tell with some degree of accuracy how healthy an economy actually is and data is how businesses and policy makers prepare for the future.

While economic news coming from Chinese sources has always been something that I look at with a bit more skepticism, slowly over the last four years the data that is provided has become much less clear and in some cases has simply disappeared and is no longer reported.

The logical conclusion is that China has something to hide.

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https://www.businessinsider.com/china...

https://foreignpolicy.com/2022/10/22/...

https://www.nytimes.com/2023/09/22/bu...

https://fortune.com/2023/08/17/china-...

https://www.spglobal.com/spdji/en/doc...

https://www.moneymacro.rocks/2022-10-...