Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland by
Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack) by
The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management) by
LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun) by
Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC) by
Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP) by
Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge) by
“We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge) by
China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC) by
Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes) by
Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP) by