Rockefeller MD Says China's Peak Reflation May Be Over

The video discusses recent economic data from China, highlighting a slowdown in retail sales, industrial production, and fixed assets. It suggests that China's peak growth period is over, partly by design, to cool the economy. The video also explores the Chinese reflation, driven by the real estate market since 2016, and the ongoing concerns about debt buildup and a potential housing bubble. It questions whether China will reflate the housing market again in the future, given the high property prices compared to global cities.

What comparisons are made between China's debt to GDP and that of other regions?

What potential actions might the Chinese government take in response to a slowdown in the housing market?