China’s BIGGEST MISTAKE | Real Estate Market Crisis | Impact on Economy | Finshots TV

[@binitagrawal749]

I love reading the newsletter and regularly watch each of your video. While I learn something new each time, this video is peak finshot. It was like reading a very well written book. My mind is blown, max respect! I have read a lot on the China property crisis, but this video beats them all.

[@finshotstv]

Thank you for the kind words

[@SiddhntJ]

Excellent video explaining the reasons behind China's real estate crisis. It would be fantastic if you could also discuss the global implications of this issue.

[@finshotstv]

Thank you! Note taken..

[@vitsboy46]

Global impact is minimal as most of the investments are internal

[@genestone4951]

​@@vitsboy46 Foreign public and private entities such as sovereign wealth funds, pension funds, equity funds, banks and insurance firms have invested heavily in China real estate. In addition, during a crisis, China might have to dump even more US treasuries. So I suspect a crisis to quickly morph from a China crisis to a global crisis.

[@Gsoda35]

the citizens purchase power is incredible weak with the losses from the housing scam. recovery is doubtfully expected in less than ten years.

[@netizencapet]

The idea that everyone has a roof over their head with such high rates of home ownership in China greatly obscures the social reality that about 300 to 500 million people in China face. Many families may own a useless flat in a rural city where no work exists. They are more or less forced to migrate inward to get a job where they are not ever given a residency permit and where, moreover, they must pay high rents to live in overcrowded slummy apartments. The exception are those who live in factory dormitories but these arrangements are becoming less common. Meanwhile, apartment prices in the places where jobs actually exist are far beyond the reach of the average resident and financing is very very limited. 1/4 to 1/3 money down and 3 to 5 years max to pay the entire mortgage are common requirements. Imagine that! That's why so many families must put their entire life savings into a home purchase. However, many have been lured into buying flats before they are built. So we see great disequilibria in the Chinese housing market that, due to conditions that are somewhat unique to China, the official statistics on home ownership obscure, even if they are correct (and that is a big if). To put it shortly: there are serious housing SHORTAGES in China in the places where people need to live in order to get a job.

[@tushtichakraborty4149]

This is a marvelous video. I am researching the topic myself and I could not understand the link between different events, the government's stance, and the origin story. There is a massive chunk of information all over the place but I am glad I came here. Things have become more structured and I salute the amount of work you put in to get the story to flow. That really is commendable. Great job!

[@sussell4606]

Great stuff

[@souravmukhopadhayay1138]

Top notch content. Thanks! Keep them coming, please.

[@Aadvik_k]

I never miss any article of Finshots, even if it is one year, I keep it unread and when have time, I read it. thanks for bringing such good information to us.

[@fglatzel]

In a country where over 80% already have their own home and the property market is on a downturn, it is certainly very clever to invest ones life savings into even more real estate. Mind boggling, indeed.

[@kaustubh_shetye]

CONTENT, EDITING, COMMUNICATION, STORY TELLING, VOICE EVERYTHING TOP NOTCH 👌✅♥️

[@finshotstv]

glad you liked it!

[@hongmama1245]

Bro, i came into the video expecting bias opinion since you're an Indian, but as it seems you're done your due diligence and offer facts to the whole crisis China is experiencing now. Kudos to you. I do hope the chinese government knows what they are doing, because they partially orchestrated this whole crisis.

[@finshotstv]

That’s Finshots for you… stay subscribed!

[@baswantrao]

Your voice was more convincing and down to earth sincere when you said about Ditto (in last part of video) than in main video

[@abhijayjoshi2875]

If Finshots made such videos on Indian financial stories, there would be many viewers

[@deepshah99]

You earned a subscriber! Well articulated, well researched and very informative piece of content. Would love to see more of such content, keep em coming.

[@souravrathore5032]

Most helpful and knowledgeable video at youtube on the crisis in china

[@SunilMekala]

Kudos to Finshots team for the valuable content and great explanation from Shrehith !!! Keep rocking :)

[@Tarquin2718]

Superb and fantastic Mr. Please keep this up because the ramifications of these problems are insane.

[@bablukumarsah9136]

awesome you are, at making this kind of analytical videos. thanks buddy!

[@nikoOG]

Brilliant article mate well done :)

[@finshotstv]

Thank you!

[@AnsgarElles]

great video, thank you! Greetings from EU/Germany :)

[@PuneetSalwey]

very insightful video. It would be great if you could make a video on how you go about researching various topics.

[@astroshrenik]

Perfectly explained. Keep the good work bro. Very straight and precise work.🎉

[@TarasZakharchenko]

Wow, that was a good analysis! Respect

[@thatevilchicken]

Amazing video! Subscribed. Love from Australia 🇦🇺

[@finshotstv]

Thanks for the support! 🙌

[@Random9_]

I've been reading Finshots since years now, never missed a day I think you guys should make more videos like these, will surely help find a larger audience. Maybe also add ads about ditto in the video like you usually do with the emails?

[@Random9_]

Damn my bad, ditto was mentioned in the end like usual❤

[@Ravisigili]

Fantastic!!!! Kudos shrehith !!

[@GalactusOG]

American Champion Sean Strickland just put a beating on Chinese Champion in UFC today.

[@SuyogYadav60]

That aspect ratio got me 🙃 Best explanation, keep it up 👍🏼

[@balsarmy]

Crazy. Your video is really informative

[@AD-gg2sr]

Loved it! Such poignant analysis. Keep up the good work. Waiting for your next video.

[@finshotstv]

Thanks! Coming on this Friday..

[@junemartinez1964]

Great job, quite informative and I appreciate how you explained it in a few minutes. Thank you

[@ECOFINLOVE]

Very nicely picked up subject and very well explained....love the background music

[@Kaabstract]

Man!! Great video! Love it

[@VamsiKrishnaK-s7o]

Excellent video.. Thanks for detailed explanation!! really appreciative!!

[@c-36devdattmenon31]

I have watched many videos on china but this one summed it up in detail

[@jayshildesai6213]

Hey, Excellent Video. I'm a big fan. Been following you guys since early newsletter days. One thing has always made me curious is that I really want to know and learn more about methods and processes of researching such a good video and articles.

[@sunnybhadra5585]

Amazing video Shrehith ! Thanks for explaining the real estate crisis in china in great detail.

[@nishanth_ngk]

is it just me who feels like it is the same 2008 recipe with a different flavour? as someone else commented, this is peak finshots. best video ever on the channel. also this video made me appreciate the status quo here in India.

[@finshotstv]

Thanks Nishanth!

[@sarbhagpt]

Shout out to Finshot teams..i wished I could like it twice so you could reach 50k subs fast but don't stop it please...very good content !. Thanks

[@finshotstv]

We're sure we'll get there soon if you guys keep supporting us. Thankyou!

[@Roopal-b7b]

Excellent Video, great storytelling and vey well researched.

[@finshotstv]

Glad you liked it!

[@barunkaushik7015]

Love the content as always. One correction, at 11:26, it should be "systemically important real estate companies..."

[@Capitalcat1]

Very interesting video. Thanks for sharing your research!

[@finshotstv]

Glad you enjoyed it!

[@PranjalSingh-j3r]

Lovely video. Thanks for sharing ❤

[@alishakapoor469]

I try to find time every day a Finshot video gets released.

[@mohitmehta5242]

As much as I loved the research, the entire video explains the problem with only ONE Sector of China which maybe 20-25% of their GDP. The 75% of the GDP is intact which is still huge. Even if they make the mess out of current situation and manage to succeed only 50%, that still means doing well approx 85-90% of their GDP. At the end you said, let's see Where China is heading ? No, Real Estate of not entire China. It is just one sector. As I said, even if their plan succeed 50% which is highly likely, they would have their GDP intact to 85-90%. And we all know, if a country like China who has abundance of money and able to almost buy other countries (Sri Lanka, Pakistan, Africa etc), they can bailout the stressed companies in an instance. More so, if the government fears of losing their power, we all know to what extent they or any government can go.

[@danparker8254]

They thought they were embracing capitalism or even exploiting it, but they didn’t recognize what they were up against.

[@deekshakumari9410]

Great Job!! 👏👏👏

[@jaymehta679]

Insightful and detailed, to the point explanation, thanks!!

[@mothermarlow4914]

its one step from hard rock bottom, over and done, never to raise again. history foretold.

[@PhoenixPrime-n5v]

Did you guys fire your video team and hire new people? Thinks look so much better now!! Love the analysis. Cheers Shrehith!

[@SurabhitGupta-r7l]

Grear video. I think a Johny Harris/Real Engineering type list of sources would be great!

[@suhridghosh5852]

Wonderful analysis

[@ManishGupta-zr3zq]

Grt analysis… 👍

[@arulkumar4682]

Great research contents!

[@solomon1902]

You should link the resources in the video description. Amazing video.

[@rumi6396]

Amazing video! Thanks

[@finshotstv]

Thank you too!

[@pushpakkolhe9081]

Good work 👍🏽

[@cleyondsouza8216]

Amazing!!

[@ramji_ki_katha]

Great Analysis. Make more videos

[@aasingh7027]

Superb video and i never miss ur video

[@Arunmozhimaran]

Thanks for the insights

[@vishnulalnr6576]

You guys are great

[@amandhingra4947]

Sources in description would be great

[@rajendrakumarvupputuri9458]

Damn Excellent explanation

[@Walter-jv5kr]

Been hearing this since the 90s

[@lakhanprajapati20]

Very well explained Shrehith, as always 👍

[@AmanSS890]

Developers kept making homes fueled on the housing sector thinking more people will buy homes fuels by population growth . But there population is not growing like it used to. This is what happens when you really only on real estate to grow your economy, Canada take notes Canada also depends on its real estate to much.

[@sathishyenuganti4859]

Nice explanation

[@phanipotluri]

Hi can you please analyse Health Insurance sector

[@joaodecarvalho7012]

They overbuilt, overeducated, and overborrowed.

[@Payazee]

Could you please make a video on portfolio with long term holding OR profit booking with few examples and it's benefits?

[@finshotstv]

Adding to the list

[@Payazee]

thank you! @@finshotstv

[@matsboyaj]

Better Than all of you previos videos

[@yoginvekariya764]

Why local municipalities of china always broken?

[@shailendratalwar123]

Thank you, Request you to please make a video on its global implication also as china serves as a factory of whole Europe and USA.

[@harshparakh4520]

the video was amazing

[@finshotstv]

Thanks Harsh! 🙌

[@alfredneuman6488]

Finshots, there is another factor in the building of all these apartments in china and that is as follows: Most of chinas farms are small family holdings. The government sets the price for the crops grown by these farmers. Several years ago, the government started to pay the farmers less and less on a yearly basis despite the fact that supply and demand had not changed from previous years. The intent was/is to make it impossible for farmers to stay on their land and as a result, they would sell up to the government who would then sell large blocks of land onto their mates who would set up industrial scale farming. The farmers would move to the towns and cities with this surplus housing and buy them as places to live. A win-win for the local governments. There was a problem though, most farmers love living on their land, the lifestyle and therefore did not want to sell. I know this from farmers in the north of china.

[@smitdholakia4100]

Nicely explain 🤞

[@dhwanimistry2021]

great content

[@sdlfjlsdirnsfsi232qrlfn]

"If the words are out, it is less likely to happen" - Market.

[@piyushjain4349]

Very detailed analysis bhaiya

[@joem0088]

China China China. I seem to recall a real estate bubble bursting in 2008. You remember which country was that ? Did that country collapse and disappear after ??

[@jayakishore3032]

That country can’t collapse because that country currency is dollars . US can print dollar . China can’t print dollar . First have basic knowledge before comment . Every country debt every country petrol payment will be in dollars every country current account deficit is in dollar . So if US don’t have they can’t just print . At most it will give inflation then they have to control it . But China can’t print dollar that’s why for China it’s not easy to come out like US . Do little research before commenting

[@johnm7267]

And what about the housing crisis in America. If the government hadn’t bailed out the banks there would have been a crash.

[@Payazee]

❤ Your videos and newsletter. When China control all media and figures, how did you managed to get this data and explain us in simple way?

[@rap3208]

It's all in the internet, all you need is a discerning mind to sift through the real data from the false data (mostly if not all from the MSM).

[@indiankuttan401]

Seems like the Chinese don't have proper regulations in the real estate sector. Whatever regulations they have now is likely to be less than 5 years old. Their issues are fixable had they came up with the regulations at least a decade ago. Probably, the only one thing Chinese government can do is to pump funds into real estate companies and the lenders so that economy doesn't crash. But the costs will be very high. If the government does not intervene, the costs of non intervention will be still higher.

[@Avinash-kx6mf]

Good one, next time change the cam

[@ChandramouliGhosh01]

Great video, but someone has been watching a lot of Johnny Harris lately... those paper close ups, those close camera shot on face, those quick cuts of news media videos... ahh "inspired" for sure!!

[@mayankmadaan5367]

There's a change in aspect ratio of the video, any specific reason behind it?

[@finshotstv]

We’re trying to experiment with all the aspects of storytelling techniques to make our videos efficient and impactful. Glad that you noticed… 😃

[@mayankmadaan5367]

@@finshotstv something similar I've noticed in Finshots Daily podcast, moving the ditto promotion from beginning to end in some episodes now.

[@sankuM]

Yeah it did feel different.. 😅😅

[@wolvesrocks]

Plz make a video on portfolio building in 20s

[@finshotstv]

Adding on the list!

[@wolvesrocks]

@@finshotstv thanks ♥️

[@heetprajapati6414]

Literally I got think school vibe here

[@wearebecomedeathstar2658]

You do understand the Ghostcities *were* the issue right? That was the start of the bubble, the decision that made the problem today inevitable.

[@Surajt43]

Nice shirt bro

[@poincareconjecture5651]

Your funny...great video

[@chandankumar-su7ng]

Nice explation

[@finshotstv]

Thank you!

[@rishi505]

Please make video China 🇨🇳 inside .

[@abhignanm7630]

It's going to be same in india as well, i sold my individual house of 100sq.yards at hometown for 14 lakh and to purchase a same flat in hyderabad it's 85 lakh+taxes. and apartments are soaring like at 7.5k per sft. 30 floor apartments everywhere around the ring road.

[@jayakishore3032]

That is only in top 6 cities where income is high . In the same hyd you can find 4500rs per sq ft also . If you saw the video china is dominos affect . In india if you go out of 6-7 cities you will get good house in max 50 lakhs

[@blackmamba9950]

Not at all, we have a low supply of homes. In China, there are about 650 million homes for a population of 1.4 Billion, we are not even close. We need more affordable housing

[@jayakishore3032]

@@blackmamba9950 dude so you are thinking per home one person will live ?? I lived in Shanghai . Most of buildings are empty . It’s imp to stick with facts . 650 million houses for 1.4 billion sounds like over supply . Are u expecting 1.4 billion houses 😂😂😂

[@blackmamba9950]

@@jayakishore3032 Are you an idiot?Mr Jaya Kishore, no wonder they chased you out of Shanghai. The figure I quoted was to compare and contrast what we have over in India. 650 million is too much for China while we have too little. It's funny how room temperature IQ idiots think they have made some point all the while you are just repeating my implication. The original comment implied that the cost of real state is too high in India while it's not even close to Beijing or Shanghai, home costs are 20-25X of your median income in these cities. Indian real estate is expensive as a result of low supply not high demand like it used to be in China. When the demand slowed or was inaccurately predicted, they ended up with ghost towns and unoccupied apartments. It's a supply side phenomena for India while it's demand driven collapse in case of China

[@ZeroGravity60]

Excellent presentation. Thank you.

[@finshotstv]

Glad it was helpful!

[@tenzinlhakpa1672]

This is the beginning of the end, hold your breath and count to ten.

[@arnav2620]

Indian Jhonny Harris!

[@InnocentBoyV]

What are the negative/positive effects on India?

[@Jaguar-lr7jq]

Vietnam and india replacing china when it comes to global merchandise manufacturing

[@PrincessMargaretJoacquim1111]

If you would make videos related everything to Indian citizens.... it will create awareness among the young generations who would get Ideas and be creative and making India, "Skill India", looking forward what are you coming for the newer younger innocent 😇 children of India 😍🙏🤗🤗🤗❤️✌️🕊️💃🕺💃🕺💃🕺😎👍You are Awesome and Amazing.... focus on our children 😁