Monday, December 8, 2014

China's Real Estate Bubble




I found this 60 Minutes segment very interesting, but also incredibly disturbing. In the above video, 60 Minutes investigates the extraordinary growth of the Chinese economy in the past decade which has been largely powered by an enormous housing market bubble.
 In an effort to grow China’s GDP, the Chinese government has been building what are essentially “ghost cities” that are uninhabited with almost no vacancies for miles. These developments are owned by Chinese investors who depend on rising property values driven by inflation within the Chinese economy, thus causing the largest housing bubble in history. Real Estate roughly accounts for about 30 % of the Chinese economy, and with real estate development increasing at an alarmingly fast rate, this partly explains the unprecedented boom of China’s economy in such a short amount of time.
It blows my mind that the Chinese government spends $2 trillion dollars a year building these deserted cities in order to keep the Chinese economy going, and are essentially running on borrowed time with non-existent supply and demand. I can’t even imagine the worldwide implications of this bubble bursting and assessing what I’ve heard and seen in the video above, it doesn’t seem like a matter of IF the bubble will burst but WHEN. 

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