Comments on: Notes on a real estate trip in China

By: China Special (5-2): Clear over-supply of real estate exists in China? « U.Pro.Fish

Sat, 09 Jan 2010 08:07:01 +0000

[...] property bubble in the past (1, 2) and there are many anecdotes of property bubble on the web (Guiyang, Beijing Commercial, Ordos, Ghuangzhou). The below graphs from Colliers show high vacancy rate in [...]

By: The Exits | ForexLizard

The Exits | ForexLizard — Fri, 14 Aug 2009 17:07:20 +0000

[...] too early for some of the recent loans to go bad. But have a read of Michael Pettis’s latest post; it doesn’t bode particularly well for the returns on huge swathes of real estate [...]

By: China Property Bubble | Understanding The Stock Market

China Property Bubble | Understanding The Stock Market — Tue, 11 Aug 2009 09:17:23 +0000

[...] In the posting Yet Another Warning On China From Andy Xie I highlighted on the issue of overbuilding and empty buildings, do see the following posting from Prof. Pettis: Notes on a real estate trip in China [...]

By: Yet Another Warning On China From Andy Xie | Understanding The Stock Market

Yet Another Warning On China From Andy Xie | Understanding The Stock Market — Fri, 07 Aug 2009 05:29:32 +0000

[...] ps: on the issue of overbuilding and empty buildings, do see the following posting from Prof. Pettis: Notes on a real estate trip in China [...]

By: Cobacoba98

Cobacoba98 — Fri, 31 Jul 2009 18:46:46 +0000

Why do the Chinese want to buy some much real estate? Because they see some people who became super rich doing this before, so they think this is a great way to become rich. Its much easier than working or investing in an enterprise.

I’d be curious to know how much is second homes or third homes.

By: 10 Links (Thursday edition) | The Big Picture

10 Links (Thursday edition) | The Big Picture — Thu, 30 Jul 2009 18:30:29 +0000

[...] Notes on a real estate trip in China (China Financial [...]

By: Jake Berzon

Jake Berzon — Thu, 30 Jul 2009 03:53:33 +0000

World economy is in shambles and China is not going to save the day. Your wonderful article shows how screwed up their state of affairs really is.

By: Life through these eyes :: What’s the (real) story morning glory? (China real estate edition) :: July :: 2009

Mon, 27 Jul 2009 13:33:18 +0000

[...] same topic that don’t quite gel together. Just a couple of days ago, I just read the following entry from Michael Pettis which has some really scary anecdotes from professional real estate investors, [...]

By: China’s Real Estate Boom And Fiscal Stimulus | But Then What

China’s Real Estate Boom And Fiscal Stimulus | But Then What — Sun, 26 Jul 2009 02:17:59 +0000

[...] long winded way of saying that you need to spend some time reading his last two posts — links here and here. The first is a recap of an email discussion he had with a real estate investor who [...]

By: MoneyIllusionist

MoneyIllusionist — Sat, 25 Jul 2009 12:14:40 +0000

Prof Pettis,

But shouldn’t house rents be included in consumption?So one part of consumption up,other parts of consumption down,we still don’t conclude total consumption go down.

Anyway,normally housing boom is a bullish sign,so consumption normally would go up.