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If China finds itself in a major real estate crisis, changes to lease length and allowing foreign investment would immediately right bring back growth and demand. Other consequences ignored.

Although the supply is artificial, there’s a huge supply of dumb money as well.




True. The pipe dream would be that this weakens their authoritarian government, but a more conservative hope could be that it forces them to open up to foreign investment.


I don't think with china's regulatory framework and government's ability to rapidly change housing supply that foreign investment would use it as a store of capital.


Could I even buy a house in China? Without looking it up, I do know that foreign real estate investment isn't as easy as it is in the U. S.


Even if you could, the rule of law is nearly absent in china. Your real estate investment could be destroyed by a CPC official relatively swiftly without recourse to you.


Depends on the city. In Beijing, you have to be a resident for 5 years (paying city taxes) before you are able to buy; a rule that enforced for both foreigners and Chinese without Beijing hukou.


Cool, thanks for the clarification. My source was my brother-in-law in Beijing, who I was only half-listening to at the time, leaving me fuzzy on the details.




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