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China Real Estate Unravels « Patrick Chovanec

I’m seeing some rather striking patterns in the data that tell us two main things:

The market is not poised to recover, but will continue to see greater downward pressure on prices; and

Liquidity moves markets!

Follow the money. Find the profits! 

Real estate investment is likely to flatten out or start falling, erasing several percentage points of GDP growth.

via China Real Estate Unravels « Patrick Chovanec.

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