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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (84024)12/2/2011 10:45:57 AM
From: elmatador  Respond to of 218273
 
Thanks to the boom in public and private investment, China has now an infrastructure that far outstrip its level of development: it has plenty of empty new airports and highways with few cars. It also has a staggering increase in real estate development that will inevitably lead to a glut in commercial and residential properties. While economic growth and urbanization will eventually makes use of these improvements and properties, the supply is starting to outstrip the demand. Unfortunately, some of those distortions are a function of the fact that land is not property priced at market rate; the state continues to control the supply.

Roubini, Noriel, Crisis Economics, a crash course in the future of finance, page 286



To: Hawkmoon who wrote (84024)12/2/2011 10:49:11 AM
From: elmatador  Read Replies (1) | Respond to of 218273
 
Differently from China Brazil has an infrastructure that is below its level of development. Building that infrastructure will take the slack from the private consumer that rescued the economy last time around (2009 -2010).

And the steps are very tiny. There are a lot to build there.


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