Where will the next Chinese bubble be?
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Cross posted from Investing in Chinese Stocks.
With the January surge in liquidity looming in the distance, the Chinese real estate market is hitting an important turning point.
iFeng: 2019年楼市或加速分化 楼市成交整体走低
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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific's leading geo-politics and economics portal.
He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.