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137 comment(s). Last comment by qqq47660 2023-05-20 00:12

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:41 | Report Abuse

U think China like HK/ US/ Malaysia meh? China wants to take care of the less fortunate.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:42 | Report Abuse

the worse is of course HK , prior to 2020, where Li KS and friends forming a monolopy to keep houses prices high and keep going up.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:44 | Report Abuse

bankruptcies......................America will be facing high risk of bankruptcies every where due to banks not lending and high interesting rates.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:46 | Report Abuse

u think Malaysia government will keep houses prices low? can keep houses affordable? There is no way Malaysia government can do that.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:48 | Report Abuse

Xi Jin ping priorities..to reverse all excesses of extreme capitalism and excessive speculations. ....to focus government energy on poverty eradications.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:56 | Report Abuse

houses for living not for speculations is a very good policy.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 11:57 | Report Abuse

houses for living not for speculations is a very good policy. people who wants long term stability should do that.

foongsh

1,378 posts

Posted by foongsh > 2023-05-18 12:04 | Report Abuse

Posted by IDQWE001 > 28 minutes ago | Report Abuse

CCP chinese bad mouth themself. it is own propagandised by CCP. Very pity.

CCP made housing price lower than the housing loans. very bad deflation.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 12:07 | Report Abuse

China is a large country with 1.4 billion................u think u can do better meh? Malaysia can do better meh? USA can do better meh?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 12:08 | Report Abuse

approval ratings for CCP exceeds 90%.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 12:13 | Report Abuse

there will be no government bail outs for speculators who lost money. ........... isn't that good?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 12:15 | Report Abuse

u want bail outs for speculators? go to america la.

nicholas99

9,919 posts

Posted by nicholas99 > 2023-05-18 12:58 | Report Abuse

America will have a lot of companies bankrupt.. ID and fong please prepare a lot of money to help them. pls help them buy buying their stock. pacwest etc.. gogogo.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 13:36 | Report Abuse

bankruptcies......................America will be facing high risk of bankruptcies every where due to banks not lending and high interesting rates.

all regional banks are facing shrinking balance sheets.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-05-18 17:11 | Report Abuse

China's Youth Unemployment Rate Reaches Unprecedented High

https://youtu.be/GIPZUfYCytc

foongsh

1,378 posts

Posted by foongsh > 2023-05-18 17:34 | Report Abuse

Either high unemployment rate or low unemployment rate go bankrupcy first ?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:14 | Report Abuse

China has options .....low inflation, high savings gives the government plenty of policy options. ...

in America, regional banks balance sheets are shrinking , banks not lending out. Already many giant companies going bankrupt. ..and government run out of options.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:16 | Report Abuse

China has options .....low inflation, high savings gives the government plenty of policy options. ......always good to have low inflation and plenty of cash.....give people options/ / flexibility.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:35 | Report Abuse

graduate unemployment story.............every year around this time, u will hear of graduate unemployment problems. .... nothing new here.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:35 | Report Abuse

graduate unemployment story.............every year around this time, u will hear of graduate unemployment problems. .... nothing new here.


malaysia also same, probably worse.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:45 | Report Abuse

Over next few years, China will dominate the world ev market the way China dominated cheap toys market for decades. ................ over the next few years too, China will be self reliance in chips ................ its make in china 2025 not missing a beat.

toyota, Nissan, BMW, Mercedes eat what by then?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:49 | Report Abuse

manufacturing prowess...........China making EV like they make iphones and cheap toys...............

its disruption at a level similar to how nokia went extinct. ....that is the danger all legacy car companies faces.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 18:55 | Report Abuse

the next question is will Biden start a war , a real war, a shooting war to stop China rise?
because nothing else seems to work already.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 19:03 | Report Abuse

de dollarisation............when it is in full swing, it will cause a huge drop in standard of living for americans. .................... will they go to war to stop de dollarization from happening?

foongsh

1,378 posts

Posted by foongsh > 2023-05-18 19:53 | Report Abuse

房企违约风险达GDP 12% 中国未来增长堪忧

北京18日讯)据彭博经济研究估计,中国房地产开发商面临违约风险的债务总额相当于中国国内生产总值(GDP)的12%,这一巨大负担可能会在未来几年抑制全球第二大经济体的增长。

彭博经济研究对中国186家上市房企进行的分析显示,其中约48%债务的持有方为2021-2022年房地产行业严重滑坡期间已发生公开发行债券违约,或存在“重大”无法按期兑付风险的公司。

假设这个比例适用于全行业,截至去年底,全行业债务总额为28.1兆人民币那么中国开发商总计有13.6兆人民币的债务面临违约风险。这份报告显示,这相当于中国GDP的11.9%。

“这对金融稳定构成风险,”经济学家写道。“随着开发商将资源用于修复自身资产负债状况,房地产行业的债务负担对经济增长的拖累可能长达数年。”

他们指出,面临违约风险的真实债务规模可能更高,因为非上市开发商的状况可能比样本中覆盖的上市公司更糟。

阻碍经济复苏

报告凸显出对中国房地产市场的深切担忧。在经历了长达约18个月的历史性下滑后,这一市场在艰难复苏。房地产投资正在收缩,4月份房价增长放缓,“五一”假期期间的购房量低于疫情前水平,消费者房贷也在减少。

包括相关产业在内,房地产业对中国GDP的贡献率达到约20%,是经济增长的一个主要驱动力。房地产业的疲软表现阻碍了中国经济复苏,抑制了对铁矿石和铜等大宗商品的需求。

受去年违约规模创纪录影响,中资高收益地产美元债市场自去年夏天以来已缩水30%至1420亿美元。尽管去年下半年以来政府出台了多项措施支持财务状况较好的房企以确保住房项目完工,但整个行业的流动性状况依然紧张。

分析三财务指标

彭博经济研究对未违约房企与违约房企的三项财务指标进行了比较,发现近三分之一未违约公司的杠杆率要高于违约组的杠杆率中值。近40%未违约公司的债务偿还能力弱于已违约公司的中值,而29%未违约公司面临的流动性风险更高。

“我们的基准情境依然是楼市调整将在长时间内逐步进行,”报告称。“尽管如此,上市开发商资产负债表面临的压力高企提醒我们,出现更坏结果的风险仍不能排除。”

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-05-18 19:58 | Report Abuse

High unemployment, property bubble burst, housing loan higher than housing price, housing loan default, deflation, supply chain restructuring, chips banned etc. forming a perfect storm. A very big contribution by CCP.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 20:58 | Report Abuse

If China is so weak then no need to worry about China la...biden can back off

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 21:00 | Report Abuse

What keep biden officials awake is losing number one spot to China

foongsh

1,378 posts

Posted by foongsh > 2023-05-18 21:16 | Report Abuse

Posted by IDQWE001 > 1 hour ago | Report Abuse

High unemployment, property bubble burst, housing loan higher than housing price, housing loan default, deflation, supply chain restructuring, chips banned etc. forming a perfect storm. A very big contribution by CCP.

Really world number 1. US has no match.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 21:28 | Report Abuse

2 Malaysians Chinese with so little confidence in Chinese genius, savings habits , hard working, innovations....it's mind boggling.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 21:29 | Report Abuse

2 Malaysians Chinese who only know to worship American bullshits, it's mind boggling

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 21:31 | Report Abuse

The real China, is that the CPC is the best governing party in the world...that is not to say other countries can copy it or that it is suitable for other countries.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 21:57 | Report Abuse

Thesis on collapse of China has been around for decades but of no use

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-05-18 22:11 | Report Abuse

osted by foongsh > 53 minutes ago | Report Abuse

Really world number 1. US has no match.

Bubble number 1, jobless number 1, loan defaule number 1.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 23:32 | Report Abuse

In a world attacked by inflation, when u don't have the disease u are king.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 23:33 | Report Abuse

Look at Malaysia...food prices keep going up, very good meh?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-18 23:35 | Report Abuse

Inflation robs the poor. It does not really affect the rich.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 00:11 | Report Abuse

When China no inflation u attack China why no inflation...u think like America got inflation good meh? Or Malaysia food prices keep going up good meh?

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 00:12 | Report Abuse

Two Malaysians hate China so much it's just ridiculous

foongsh

1,378 posts

Posted by foongsh > 2023-05-19 08:28 | Report Abuse

50 Billion RMB Exhausted, OPPO’s Chip Company Goes Bankrupt, 3,000 Senior Staff Are All Laid Off

https://youtu.be/liLqs9us3eA

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 08:47 | Report Abuse

China path to self reliance will include developing new technology, new path not just following the silicon route....new carbon chips, photonic chips and quantum chips will have a role to play.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 08:49 | Report Abuse

Just like China using ev to overtake the car industry by passing the internal combustion routes.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 08:49 | Report Abuse

Takes a few years but China will get there

nicholas99

9,919 posts

Posted by nicholas99 > 2023-05-19 08:56 | Report Abuse

Elon Musk also says GG. this ID and foong are nobody.

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 09:18 | Report Abuse

elon knows the real China and not afraid to say what he knows.

the media and politicians have their own agenda.

IDQWE001

2,992 posts

Posted by IDQWE001 > 2023-05-19 09:42 | Report Abuse

Posted by foongsh > 1 hour ago | Report Abuse

50 Billion RMB Exhausted, OPPO’s Chip Company Goes Bankrupt, 3,000 Senior Staff Are All Laid Off

https://youtu.be/liLqs9us3eA

Spent so much money all become rubbish.

nicholas99

9,919 posts

Posted by nicholas99 > 2023-05-19 09:47 | Report Abuse

there has also been speculation among Chinese analysts about non-financial factors as reasons for shutting down Zeku, including an effort to avoid potential US trade sanctions.

bully people then blow water there.

foongsh

1,378 posts

Posted by foongsh > 2023-05-19 10:02 | Report Abuse

Posted by IDQWE001 > 18 minutes ago | Report Abuse

Spent so much money all become rubbish.

There are many CCP supporters blow water that can manufacture 3-5NM "cheats".

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 11:01 | Report Abuse

In G7 America accuse China of coercion, but America is the most guilty of coercion practises all over the world for decades in America hegemony and hypocrisy.....this is the American rule of law world

qqq47660

9,051 posts

Posted by qqq47660 > 2023-05-19 11:04 | Report Abuse

In China the Americans have met their match....
And with brics + , there is a chance to built a better world.

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