Over the past few months China’s economy has deteriorated significantly as their over-leveraged real estate sector has started to collapse. Evergrande was the straw that broke the camel’s back but contagion has now spread across the entire industry. Recently, another massive Chinese real estate developer called Kaisa missed a payment on one of their wealth management products and currently sits on the brink of bankruptcy. The collapse of major developers like Evergrande and Kaisa could cause a financial and economic crisis in China similar to Lehman Brothers in 2008.
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25 thoughts on “China s real estate collapse just got a lot worse”
  1. Avataaar/Circle Created with python_avatars andrew jackson says:

    I just found out you can’t even live in these “investment” apartments! They are just shells! People just trading the basis level, banking on long term growth 🤦‍♂️

  2. Avataaar/Circle Created with python_avatars Howard Maryon-Davis says:

    With regard to foreign investors having limited exposure to Kaisa, and the others, one significant exception is HSBC, which is a major global bank, but, being based in Hong Kong, was not subject to the same restrictions as other “foreign” banks. They have already been forced to write off large loans and their exposure is only now being revealed. They could be the first international casualty.

  3. Avataaar/Circle Created with python_avatars Perihelion77 says:

    Xi Jinping is cracking down on his political opponents in the CCP by attacking their cash cow — China real estate. The CCP owns all the land in China, and leases it out to various developers. Those developer, and some CCP officials and their families, rake in billions every year while the units don't get built, or are not finished. The citizens must make a very high down payment — about 50%.

    Xi Jinping is attacking that money barrel with every weapon he has right now. Stay tuned.

  4. Avataaar/Circle Created with python_avatars James Swain says:

    I was in China between 2002-2009 and had an early WOFE Corp. (wholly owned foreign enterprise) related to the joint offshore ventures. You could see the excitement of their economy at the ground level. I had many opportunities to invest however it never felt solid. But remember China is truly running a 100 marathon and not a sprint.

  5. Avataaar/Circle Created with python_avatars Matthias Vojnar says:

    this channel is underrated AF. This is some quality content. Keep up the good work I really appreceate this free content

  6. Avataaar/Circle Created with python_avatars Howe Lau says:

    China no problems but Wall Street Gambling Den and their greedy gamblers are moan and cry like their FATHER OR MOTHER JUST KICK THEIR BUCKET, HAHAGAAAA

  7. Avataaar/Circle Created with python_avatars dskyy2001 says:

    Not Lehman. It is China's Enron moment. Ever wonder why property developers are in non real estate wealth management. Learn from the real estate bubble in the US where guaranteed higher return drove the financial pyramid schemes.

  8. Avataaar/Circle Created with python_avatars Frank Liam says:

    Simply put: The 2008 US housing and subsequent stock market crash had global implications. The current situation in China is as bad; possibly worse. To believe that there will be no global impact on world financial markets as a result is awfully naive.

  9. Avataaar/Circle Created with python_avatars Brian Minihan says:

    The can of worms opened right up with evergrande. And now everyone is seeing the abuse and greed they have shown

  10. Avataaar/Circle Created with python_avatars A K says:

    You made the most important point in the last 2 minutes. This crisis is going to be largely confined to Chinese banks.

  11. Avataaar/Circle Created with python_avatars reeve1able says:

    Baba just flashed up on my screener – i might be wrong but I'm avoiding all china until the credit flowing again

  12. Avataaar/Circle Created with python_avatars Dov BarLeib says:

    I think you are wrong. The worldwide contagion will be massive…. in a different way than 2008. Real Estate is 70% of all Chinese assets. That sector's collapse will impoverish most of the 1.5 billion Chinese citizens. The Country with the 2nd largest GDP is reverting to 3rd World status overnight. That alone will crash the world economy.

    When Chinese GDP figures are released for the 4th quarter 2021, Watch out below!

  13. Avataaar/Circle Created with python_avatars stick jr. says:

    Banks/Realtors. The sheer greed of money. It's in the banks and realtor's interest to keep raising the values. Unfortunately we have incompetent people. I've had Realtors tell me a Marsh land is worth as much as a hardwoods because a property with woods sold for 4 times what it would sell for if it was a marsh across the street.

  14. Avataaar/Circle Created with python_avatars stick jr. says:

    Let's not blame China. It's a small group of US politicians that have sold out are country. Are future collapse has nothing to do with China. And everything to do with tearing ourselves apart within.

  15. Avataaar/Circle Created with python_avatars theot58 says:

    The realestate section is a huge ponzi scheme.
    Implosion is INEVITABLE its just a question of when

  16. Avataaar/Circle Created with python_avatars Philipp Blum says:

    I agree that it is very unlikely to see a similar crash of the financial system. Even though this could have very huge effects on the global economy. China doesn't have such a great financial industry. Property development is pretty much the only asset people can buy in China. A crash in that market will reduce consumer confidence and people are going to buy less. Even the western economies rely on exports to China. And, of course, imports from China. So, either way, we are going to feel the fallout as well.

  17. Avataaar/Circle Created with python_avatars Johnson Stones says:

    Investing in Crypto now is very cool now especially with the current rise in the market now

  18. Avataaar/Circle Created with python_avatars Crom CCCXVI says:

    It's not really "China's" since two of the biggest investors are Blackrock and Vanguard

  19. Avataaar/Circle Created with python_avatars James J. says:

    If you build your empire on a house of cards, it will come down eventually. It's not a good sign when all the big players are cooking the books.

  20. Avataaar/Circle Created with python_avatars Gh Google says:

    They don't go bankrupt in China, they will be worthless as government will keep them breathing. Probably take all property management into new government department of security. They love the power and control. I lived and woked in PRC between 2006 to 2014.

  21. Avataaar/Circle Created with python_avatars Smith says:

    Good Video, I'm kinda motivated by it, but I feel you should make more video pertains how to make wealth💎💎

  22. Avataaar/Circle Created with python_avatars Sightless Eye Entertainment says:

    There will be a global crisis – the world depends on china as a supply chain. Trust me big shit is coming.

  23. Avataaar/Circle Created with python_avatars Vincent Lee says:

    This channel used to be very good with wall bet commentary (especially Chanos and Tesla short saga), stock analysis and legit company/ financial insights. Now it's degenerating into Zero Hedge style bear porn. How's shorting the market during the Evergrande news bear porn followers? The company is still standing. Unsubscribed.

  24. Avataaar/Circle Created with python_avatars hildred vanostrand says:

    The price pump is amazing for very early investors or those who just got in for the first time otherwise it's just bouncing back to normal price for the rest of us which is good, btc truly is a class of its own, it has no competitors. All the other alts are competing with each other, they are more centralised, and the majority of them are not completed projects. I can't believe it when i hear people selling their btc for alts lol , that why I trade with the best analysts since the last bear which i attain maximum success. I am able to make $100,000 in btc this August from implementing trades with tips and info from Marcus Ramirez a well renowned trader. you can reach out to him to stack up more in this period on TE LE GRAM @marcsramirez.

  25. Avataaar/Circle Created with python_avatars Mike Shoults says:

    They are going to make XunJianyon (CEO of Evergrande) pay the bonds himself until he is pennyless, then they will step in and bailout the company, taking control of it and cutting it up into peices.

    It won't result in a Lehman, in fact it will result in a deterrent from shady investment and make the entire sector a little slower and more practical in their investment.

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