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Tag Archives: China Ghost Cities
Look east, young man, at the “64 million empty apartments”
In the context of Jeremy Grantham’s warning that this is no market for young men, coupled with this week’s collapse in copper, oil, and the Hang Seng, we wonder if the realization and fallout from China’s ghost cities is really … Continue reading
China’s Ghost Cities
The following video is the first of the great series on China’s ghost cities that Bloomberg is running this week. Getting China right is key to your P&L and the direction of many markets, including emerging equities and commodities. We’re … Continue reading
Posted in Black Swan Watch, Charts, Commodities, Equities
Tagged Bloomberg, China Ghost Cities, Commodities
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