Mark and Walter discuss online retail sales. The US currently has 12% online retail and is projected to double that by the year 2030. What do you think of this projection?
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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...
Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and...