Money and Finance
GMO whitepaper: Between Errors of Optimism and Pessimism – Observations on the Real Estate Cycle in the United States and China - By Edward Chancellor
US housing has been through a prolonged slump, while China’s real estate market has been booming. Many people believe these trends will continue for a while. In fact, property is the most cyclical of assets. After five years of decline, the US real estate cycle may well be approaching a trough. Across the Pacific Ocean, however, it looks like time is running out for China’s overheated property market.
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Links
Oaktree Insights: Investing in Real Estate [H/T ValueWalk] (LINK) In this Oaktree Insights paper, John Brady (Real Estate Portfolio Manager) explores the introductory concepts of real estate investing and provides an overview of Oaktree's investment...
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Robert Huebscher Interviews Vitaliy Katsenelson
Paul Krugman wrote about China in his New York Times column last Monday. That’s a topic that you have researched closely. He said that "China’s story just sounds too much like the crack-ups we’ve already seen elsewhere," referring to the financial...
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Is China's Housing Bubble About To Burst?
In China, house prices in most cities have fallen as government policies aimed at cooling the property market start to take effect, prompting fears from some economists that the house price bubble is bursting. Martin Patience reports from Beijing where...
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Government Policies Cool China’s Real Estate Boom
Thanks to Andrew for passing this along. SANYA, China — China’s nationwide real estate boom became so manic last year that many would-be buyers camped in tents on the sidewalks of this tropical island city to be at the front of the line when condominiums...
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Ron Peltier On King World News
Ron Peltier is chairman and chief executive officer of HomeServices of America, Inc., a Berkshire Hathaway affiliate and the nation’s second-largest full-service residential real estate brokerage firm. Ron has helped build Home Services of America into...
Money and Finance