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Real China Charts
China's New Real Estate Boom? (Pt.1/2)
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China's New Real Estate Boom? (Pt.1/2)

Using satellite data to quantify China's over-expansion in fixed assets

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Real Charts
Sep 07, 2022
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Real China Charts
Real China Charts
China's New Real Estate Boom? (Pt.1/2)
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Exec Summary

We use an innovative alternative data set – satellite Night Time Lights (NTL) – to quantify China’s expansion in fixed assets (real estate, factories, infrastructure). With the time series thus created, we get unique visibility into what has happened, when, and where.

There are a few big surprises. One, the current fixed asset expansion kick…

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