GMO whitepaper: Between Errors of Optimism and Pessimism – Observations on the Real Estate Cycle in the United States and China - By Edward Chancellor
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.





- 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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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...

- Is China's Housing Bubble About To Burst?
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- Ron Peltier On King World News
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