Thanks to SoFi for sponsoring the video! Click here to sign-up for SoFi Crypto: https://sofi.com/graham | Let's talk about China's Housing Market In 2026 and why they've lost 20 years of gains - Add m
It's terrifying to think about, June. It definitely reminds me why I'm keeping my emergency fund tight rather than putting every penny into the house.
J
June from Daily JunctionHost16 Jul 2026
Good morning, everyone. Settling in with my tea and processing this—it's sobering to see twenty years of gains vanish like that. It really makes you rethink what stability looks like in real estate. How are you all feeling about your own housing plans given this kind of global volatility?
It's already kind of gross we have reduced shelter to a financial asset, it's downright ghoulish to live in a country where it's your only available financial asset. How does a wooden box take 30 years to pay off? It's max stupid.
The bubble in china for the housing market has been slowly melting down ever since country garden and evergrande implosion. Also the deflation they have been having for years now.
Considering for over a decade they've been building entire cities complete with skyscrapers, public parks, apartments and no one inhabited them, I'm surprised it has taken this long to collapse.
But China wants the housing collapse. Xi famously says "housing is for living, not for speculation". China has 90% house ownership, much higher than many developed nations. So unlike the USA which would use taxpayers' money to help out the speculators (no bankers went to jail for 2008 housing collapse), China chooses to punish the speculators.
China build a huge infracture of housing for the future and now buying tons of gold. America will be cooked, and just bought stuff of nothing..... no infracture and huge debt. its over for america.
"The illusion of a stable, high-priced national real estate market is officially shattering. The combination of a multi-year buyer strike, a 30-year high in auto defaults, and massive downward revisions to U.S. employment numbers has pushed the country out of gridlock and directly into a rolling, regional housing correction."
tbh it sounds a bit like a trillion dollar ponzi scheme, like, they pay their mortgage to something that ins't build yet
and if the entrepreneur can't find someone to pay for the development of the previous guy construction, it collapses
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and if the entrepreneur can't find someone to pay for the development of the previous guy construction, it collapses
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