Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...
Mark Hall and Dr. Walter Kemmsies discuss President Xi Jinping's Communist Party and the country's failed COVID policies, its near total control over its...
Walter and Mark continue the discussion of the economy and the discrepancy of goods. For more information on North Point and The Kemmsies Group,...