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PolyMatter

China Reckoning: Housing

Mar 19th, 2021
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  1. https://qz.com/1615596/chinas-debt-disease-is-infecting-its-housing-market/
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  3. PEAK CHINA HOUSING by Kenneth S. Rogoff and Yuanchen Yang https://www.nber.org/system/files/working_papers/w27697/w27697.pdf
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  5. RED FLAGS WHY XI'S CHINA IS IN JEOPARDY by GEORGE MAGNUS
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  13. China: The Bubble that Never Pops by Thomas Orlik
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  27. https://rhg.com/research/china-household-debt/
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  29. https://www.wsj.com/articles/bills-come-due-for-chinas-local-governments-11577467587
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  31. https://www.wsj.com/articles/chinese-real-estate-has-eaten-the-asian-junk-bond-market-11557217364
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  33. https://www.wsj.com/articles/the-delicate-task-of-dealing-with-chinas-most-debt-burdened-property-giants-11598959634?mod=article_inline
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  35. https://www.wsj.com/articles/chinese-banks-will-rise-or-fall-with-the-property-market-11551346196?mod=article_inline
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  37. https://www.wsj.com/articles/chinese-property-giants-could-regret-milking-the-countrys-middle-class-11568875710?mod=article_inline
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  39. https://www.wsj.com/articles/china-property-real-estate-boom-covid-pandemic-bubble-11594908517
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  41. https://www.wsj.com/articles/chinas-floundering-crackdown-on-household-debt-11565958922
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  43. https://www.wsj.com/articles/how-a-chinese-citys-debt-woes-sparked-local-outrage-1535999473
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  45. https://qz.com/213852/real-estate-execs-are-making-insane-money-in-china-but-the-government-wants-it-kept-quiet/
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  47. https://chfs.swufe.edu.cn/thinktank/resultsreport.html?id=1664
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  49. https://www.ft.com/content/ca218cbc-7c63-11e4-9a86-00144feabdc0
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  53. https://wxiong.mycpanel.princeton.edu/papers/HousingChapter.pdf
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