Comments by "HKim0072" (@HKim0072) on "Top 500 Companies and Foreigners Have All Left, Shanghai’s Rents Have Plummeted!" video.

Video was pretty disorganized. Just a bunch of random data that wasn’t connected. And, it left out the biggest part: oversupply in the housing market. Not homes for sale, but total homes vs total households. Also, the 2022 births have zero impact today. That’s an issue for 20-25 years later.
4
@ChillUorg Not how math works with housing. Babies ain't buying homes.
1
@ChillUorg Dude - I used to model / forecast for a living. Relatively simple models with several variables. If the CCP wanted to pay me, I'd set up a model with multiple inputs and do the research. But, its a waste of time to do it out of curiosity. It's not just simple "less babies". Think harder: death rates, life expectancy changes, do single people buy housing, do old people own housing? how does 1 death impact housing (grandfather)? how does 2 deaths impact housing (grandmother)? etc etc etc. Most of this data to model stuff is likely found in the household registration data. The funny thing is the CCP has unlimited data and they seem to suck at planned economy stuff. Edit: And, this is just the "potential" demand aspect. In theory, RE prices could hold if the market had an undersupply even with a demand drop.
1
Naw, let’s trash the CCP. Been reading the smug tweets from the Global Times dudes for 5+ years. Dude was mocking the US when the building collapsed in FL. They aren’t human, but parasites.
1
Xi is an idiot. Dude should have forced local governments to enact an annual property tax back in ‘12. Would have cooled down the market + slowed down one time land sales. Way too late now. Market is totally oversupplied at high prices. The worst combination.
1