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Listen "How Far Should Chinese Real Estate Prices Fall to Cause a Recession?"
Episode Synopsis
We present the data showing how far China's real estate prices need to drop in order to wipe out China's current GDP growth. We talk about the 4 sources of economic shocks -- and weigh their relative effects. For more, see https://papers.ssrn.com/sol3/papers.cfm?abstract_id=2785503
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