China Trust loan defaults will rise substantially



Chinese property trusts face record repayments next year as the real-estate market cools, fueling speculation among bond funds that more developers will collapse. The trusts, which channel money from wealthy individuals to smaller builders that have trouble obtaining financing elsewhere, must repay $32.7 billion in 2015. That’s almost double amount due this year.

Best Short China and Caterpilar in Bull Market

It's good time to short China's stock
China, which has been another favored short for Chanos, was also looking up from a short perspective because of its crackdown on corruption. And the two areas that he think are feeling it right now are luxury goods and real estate. It's one of the reasons real estate transactions have collapsed in China this year.

China's property market is on the verge of crashing

Jim Chanos hate China so much

Longest Bearish on China, Jim Chanos hasn't changed his tune. He thinks China's property market is on the verge of crashing.

Impact of a China Hard Landing To Others Countries


Rubber's production of Vietnam, Laos, Cambodia have strong impact

China’s property market seems finally to be popping, which could be bad news not just for China, but for some of its trading countries.

The Property Bubble of China Are Popping

A group of newly-built properties in Hefei,
After years of housing prices gone wild, China's property bubble is starting to deflate. Residential prices are heading downward in some major cities, raising the prospect that the Chinese economy may slow more rapidly than anticipated.

20% China's Houses Are Empty

Listings for residential properties for sale in China
More than one in five homes in China's urban areas is vacant, and a current housing-price correction is putting additional pressure on the owners of such empty properties. According to a nationwide survey, 49 Million Sold but Vacant Units. The vacancy rate of sold residential homes in urban areas reached 22.4% in 2013, or 49 million homes, up from 20.6% in 2011.

China’s banking problems are increasing fast


ICBC, the world’s largest bank by assets, has announced it won’t take responsibility for a trust investment worth $300 million that may go bust. In other words, one of China’s ‘big four’ banks may be linked to a default on a loan pretty similar to the sort that started the Lehman crisis in 2007.