Скачать или смотреть The ghost city warning: how China's real estate machine could cause a new shock to the US and Europe

The ghost city warning: how China's real estate machine could trigger a new shock for the US and Europe

⚠️ We follow how housing turned into a national savings engine, how inventory piled up, and why policy support can slow the fall without restoring real transactions.

💼 If you’re a buyer, agent, investor, lender, or developer in the U.S. or Europe, this is a warning about “ghost inventory”—homes that exist on paper but won’t clear at the price the system needs.

📉 I connect China’s overbuild cycle to historical boom-bust patterns and explain the signals that show up right before markets seize up.

🧭 You’ll walk away with practical lessons: what to monitor, how to stress-test deals, and where opportunity hides when speculation fades and cash flow matters again.

Source of data consulted by the channel's curation team and cited in the video:

What Happened to China’s “Ghost Cities?” — Newsweek — March 21, 2025

Housing wealth effects in China (BIS Working Papers No 1319) — Bank for International Settlements — December 2025

How the state is propping up China’s housing market — Financial Times — February 24, 2025

China applies broken mop to housing mess — Reuters Breakingviews — August 15, 2025

China Property Watch: The Chilling Effects Of Polarization — S&P Global Ratings — October 9, 2025

China mulls scrapping price cap on unsold home purchases, Bloomberg News reports — Reuters — March 6, 2025

China Mulls Asking Firms Run by Central Government to Buy Homes — Bloomberg News — August 14, 2025

China home prices to fall 3.7% this year, extending declines into 2026: Reuters poll — Reuters — December 5, 2025

China pledges to step up urban renewal, stabilise housing market in 2026 — Reuters — December 23, 2025

US new home sales below expectations in June; housing supply rises — Reuters — July 24, 2025

2025 China Real Estate Market Outlook — CBRE — February 26, 2025