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China’s Colossal Housing Bubble

There has been a lot of reports recently that China is in the midst of a colossal housing bubble. In March this year Edward Chancellor, financial historian and bubble expert from Boston-based global investment management firm GMO, released an article entitled China’s Red Flags (available on the GMO website after registration). In this article, Mr Chancellor offers a checklist for

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Cliff or plateau?

This week saw the release of the RBA’s June credit aggregates, as well as the first concrete evidence that house prices are rolling over from RPData. Neither was terrifying but neither also was reassuring. As usual, the mainstream media offered up a plate of bullish slop, preferring to quote quarterly growth figures over the much