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JavaKinetic's avatar

Think we need a conversation starter here. Soooo... FastEddy.... is this one fake? I have my suspicions, but I keep entertaining something next level.

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Fast Eddy's avatar

I've done business in China for 25+ years... the place is a total fucking basket case...

https://fasteddynz.substack.com/p/this-will-end-badly

There property disaster is far worse than that in the US in 2007.... this cannot be fixed ... https://fasteddynz.substack.com/p/china-120000000-unfinished-homes

All those folks who paid for these properties - are paying the mortgages... + paying for a place to live...

They won't be buying a lot of Gucci anytime soon ...

Recall how it took years for the US property market blow up - watch The Big Short.... the China market is a far bigger bomb so the Commie Party will throw everything at this situation to delay the explosion

But it will explode... it must

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Fast Eddy's avatar

Oh and BTW - zombie corporations are not unique to china...

It's a global phenomenon https://kpmg.com/au/en/home/media/press-releases/2024/10/number-of-zombie-companies-continues-to-grow.html

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Withnail's avatar

This can't be true, China collapsed 20 years ago.

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