China Charts

Share this post
LONG VIEW: China's New Real Estate Boom? (Pt.1/2)
www.realchinacharts.com

LONG VIEW: China's New Real Estate Boom? (Pt.1/2)

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

China Charts
Sep 7, 2022
13
Share this post
LONG VIEW: China's New Real Estate Boom? (Pt.1/2)
www.realchinacharts.com

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…

Keep reading with a 7-day free trial

Subscribe to China Charts to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2023 China Charts
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing