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China. There are official statistics and there are statistics. NBS China says that existing home prices are down 13.6% from 2021 peak. But Centaline data says that the fall is double that and prices are back to 2016 levels.
Leverage is lower but housing is the main store of
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China. There are official statistics and there are statistics. NBS China says that existing home prices are down 13.6% from 2021 peak. But Centaline data says that the fall is double that and prices are back to 2016 levels.
Leverage is lower but housing is the main store of Chinese household wealth. It is devasting for consumer confidence.
It's no wonder that total bank loans fell for the first time since 2005 when China was a small economy.
A balance sheet recession is underway. The implications for the rest of the world are not pleasant.
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If China Invades Taiwan, It’s Game Over for China
What happens if China invades Taiwan? Will it be a quick victory—or an epic collapse? In this video, I reveal why a full-scale invasion of Taiwan by the Chinese Communist Party (CCP) isn’t just unlikely—it would be national
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China Is Having the Same Number of Babies as in 1738 — Birth Rate Hits Lowest Since 1949.
China Population Number of 1.4 Billion Is Fake — And the Math Gave It Away.
In 2025, China produced roughly the same number of babies as in 1738, when its population was only about 150
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