De contouren van een nieuwe kredietbubbel
Private investeringen staan massaal in de belangstelling van beleggers. Maar niet vanwege een goede reden

Yes, hashtag#China's retail sales came in much stronger than expected, driven by an early holiday and some hashtag#tariffs relief.
Still, until house prices start to rise again, consumer spending and sentiment will remain sluggish.
China is dealing with its biggest housing / real estate crisis in decades!
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