Author Archives: Danielle Park

Real estate and related industries have driven an outsized 25 percent of China’s gross domestic product over the last decade-plus and some 40% of global commodity demand. Now add-debt-and-stir is following the time-worn playbook with imploding prices and participants. This … Continue reading →

Lucid insights on macro conditions and the housing cycle in this segment. Homeowners in America have run out of money in 2023, which could spark a wave of panic selling that will cause inventory to surge. Here is a direct … Continue reading →

Country Garden, once seen as one of China’s most stable property developers, is now struggling financially, leaving the future of unfinished megadevelopments like Malaysia’s Forest City in doubt. Here’s how overbuilding, and a streak of bad luck, have left China’s … Continue reading →