Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

Facts about China most Americans ignore. Follow for more. #china #privateinvesting #USeconomy

Name: Facts about China most Americans ignore. Follow for more. #china #privateinvesting #USeconomy
Uploaded: 2024-05-10T15:12:25+00:00
Duration: 43 s
Channel: Bob Fraser
Description: In this segment, the speaker argues that China is facing a cascade of severe economic and demographic crises. He cites an estimated 50% vacancy rate in…

10 May 2024 · 1 min

Watch on YouTube

0:43

In this segment, the speaker argues that China is facing a cascade of severe economic and demographic crises. He cites an estimated 50% vacancy rate in multifamily housing, describing it as the primary investment avenue for Chinese citizens who are unable to move money abroad due to capital controls. He claims the property market is in the third year of a crash, the stock market is also in its third year of decline, and that the country is suffering under what he calls the worst leadership in its history, constrained by currency issues. The speaker also references a harsh crackdown on the private sector and emphasizes that the most profound threat is an unprecedented demographic collapse, which he says is historic and unparalleled.

Chapters

There's evidence that about 50% of multifamily properties are vacant. And it's the main investment of Chinese citizens because they can't get their money out. You're seeing right now property bubble is about a third year of crash. The stock market is about third year of its crash. And so we're seeing pretty major problems coming out of China, including the worst leadership China has seen really ever. And they can't do much about it because of currency concerns. You've seen crackdown on the private sector. But the biggest problem is nothing short of a complete demographic collapse. It's historic in its nature. We've never seen anything like what's happening in China.