Will China’s Housing Slump Ever End?

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A few years ago, there was a lot of talk about China's property crisis and how it could affect the economy. So, in this video, we're taking a look at the crisis today and it's parallels with Japan's slump in the 90s.

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Sources:
China Urbanisation
https://adamtooze.substack.com/p/chartbook-402-dual-circulation-travels
https://www.theguardian.com/cities/2017/may/05/megaregions-endless-china-urbanisation-sprawl-xiongan-jingjinji
https://www.researchgate.net/publication/277941900_Household_Wealth_in_China#:~:text=We%20found%20that%20the%20wealth,largest%20component%20of%20household%20wealth
https://www.cnbc.com/2021/11/09/chinas-property-market-debt-an-issue-for-the-economy-george-magnus.html
https://www.ons.gov.uk/peoplepopulationandcommunity/personalandhouseholdfinances/incomeandwealth/bulletins/totalwealthingreatbritain/april2018tomarch2020
https://www.youtube.com/watch?v=7dbwBhU4LRI

China/Japan comparisons
https://www.ft.com/content/381fa2a2-cb54-4d2d-bcf0-c05dd493264d

Brookings paper
https://www.brookings.edu/wp-content/uploads/2026/03/4_Rogoff-Yang_unembargoed.pdf

China trade data
https://www.bloomberg.com/news/articles/2026-01-14/china-ends-2025-with-1-2-trillion-trade-surplus-as-exports-soar
https://x.com/Brad_Setser/status/1981699921729458434/photo/1
https://x.com/Brad_Setser/status/2056485238537166974/photo/1

Shanghai composite
https://tradingeconomics.com/china/stock-market