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“中国沉没” - The Sinking of China

Chinese real estate crashes to 20-year lows​

1777490178699
I was told, the JV china development Including forest City in JB are coming back to life.
 
CCP has consciously chosen not to deploy a massive, debt-fueled property bailout, declaring the old real estate model "at an end". However, rather than shifting purely to traditional "mega infrastructure" like BRI, ports, rail, highways or bridges, Beijing is aggressively redirecting capital toward advanced manufacturing, technology, AI, memory chips, space technologies, and "new productive forces"
 
Without a rescue of your debt laden property sector, the public spending is not going up. So does the economy.

Chinese can always export but when others start to intro law and tariff to chinese's export citing security issue or trying to crush their industry.

So The end game for Chinese sector might be, the pte sector will be all taken by the govt (GLC) .
 
You nailed the critical point, the property crash is the exact reason why China achieved that record-shattering $1.19 trillion merchandise trade surplus. This figure tells it all.
By refusing to bail out the real estate market, the Chinese government triggered structural domestic shifts that forced its economy to rely entirely on exporting its way out of trouble
 
Xi sent a message to Trump two days later on July 6, for America's 250th Independence Anniversary. Hours later, at 12:01 p.m. Beijing time, a Chinese nuclear submarine in Bohai Sea launched a strategic missile—widely believed to be the JL-3 intercontinental ballistic missile (ICBM)—carrying a dummy warhead that traveled over 7,000 of kilometers to its designated landing zone in South Pacific
 
CCP has consciously chosen not to deploy a massive, debt-fueled property bailout, declaring the old real estate model "at an end". However, rather than shifting purely to traditional "mega infrastructure" like BRI, ports, rail, highways or bridges, Beijing is aggressively redirecting capital toward advanced manufacturing, technology, AI, memory chips, space technologies, and "new productive forces"
Yes. Because communist china is more capitalist than the US. You fail, you die . And prefer to spend money on research and technology.
US on the other hand is under the control of the mega wealthy. They fail, they get bailed out.
 
Xi sent a message to Trump two days later on July 6, for America's 250th Independence Anniversary. Hours later, at 12:01 p.m. Beijing time, a Chinese nuclear submarine in Bohai Sea launched a strategic missile—widely believed to be the JL-3 intercontinental ballistic missile (ICBM)—carrying a dummy warhead that traveled over 7,000 of kilometers to its designated landing zone in South Pacific
Why not alaska. There is nobody there. Why must it be malay looking areas where they send missiles to.
 
Without a rescue of your debt laden property sector, the public spending is not going up. So does the economy.

Chinese can always export but when others start to intro law and tariff to chinese's export citing security issue or trying to crush their industry.

So The end game for Chinese sector might be, the pte sector will be all taken by the govt (GLC) .
This is purely capitalism. You fail, you die. Why must gomen bail out massive excesses . The market will adjust faster from the bottom. New champions will emerge.
 
The only threat in the region comes from the US and it's colonies in Japan, south Korea and Taiwan.
more than these countries with recent from southeast, Japan - Philippines - Indonesia - Vietnam.
in the southwest, India - Afghan - Myanmar
because of special naive guest Russia helping India linking the Myanmar and Russia aiding the Afghan terrorists for the Indian
so basically with all these countries, it cover the lower half of the Chinese from east to west
 

AI is not enough to arrest China’s decline​

https://www.businesstimes.com.sg/opinion-features/ai-not-enough-arrest-chinas-decline

Even by the official numbers, AI is not providing a lift big enough to overcome other forces weighing on China, including its shrinking workforce, rising indebtedness, a broken property market, the revival of a meddlesome regulatory state and the resulting exodus of capital and people.

The structural challenges are daunting. In the past five years, China’s augmented deficit (which includes off-budget spending) has reached nearly 15 per cent of GDP, higher than any other major country, pushing augmented government debt to 135 per cent of GDP. Unlike the US and most other countries, China has rapidly mounting debts in the private sector as well. Total debt amounts to nearly 350 per cent of GDP — higher than in the US despite China’s much lower per capita income.

Property prices tumbled and are now at a 20-year low, in inflation-adjusted terms. In new but half-empty developments, including a faux Venice in the north-east, flats can be rented for $120 a month. As property wealth shrivels so does consumer confidence, and retail sales are falling.

Giving up on making money in China, multinationals are scaling back operations. Net foreign direct investment is negative. Last year a record $425bn in capital flowed out of Chinese financial markets.
 

China’s G2 reality and Hormuz’s new normal​

As the world increasingly sees China and the US as a de facto G2, experts debate China’s global role while warning of a new normal in the Strait of Hormuz. Lianhe Zaobao China news correspondent Edwin Ong highlights key takeaways from the eighth Singapore-China Forum.

7 Jul 2026

Politics


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Edwin Ong
By Edwin Ong
China news correspondent, Lianhe Zaobao

A shot of the panel discussion on “The Global Order: Changing Tunes, New Realities” at the Singapore-China Forum held in Singapore on 6 July 2026, moderated by Han Yong Hong, associate editor at Lianhe Zaobao.

A shot of the panel discussion on “The Global Order: Changing Tunes, New Realities” at the Singapore-China Forum held in Singapore on 6 July 2026, moderated by Han Yong Hong, associate editor at Lianhe Zaobao. (SPH Media)
(Edited and refined by James Loo, Grace Chong and Candice Chan with the assistance of AI translation.)
Singapore’s Ambassador-at-Large Chan Heng Chee said a US-China G2 is taking shape, even if Beijing is reluctant to embrace the label. While China rejects the notion that it seeks hegemony like the US, much of the world already regards it as one of two dominant global powers.
Speaking at the eighth Singapore-China Forum, organised by Lianhe Zaobao (LHZB) on 6 June, Chan said during the panel discussion, “The Global Order: Changing Tunes, New Realities”: “Whether you like it or not, China, there is a G2 because that’s how the world looks at you.”
 

A rising power’s identity​

She added that while a US-China G2 has yet to be formally institutionalised, the meeting between the Chinese and US presidents in Beijing in May attracted global attention.
Chan said stable China-US relations would create more room and opportunities for other countries. At the same time, she noted that both the international community and Chinese policymakers themselves are asking what kind of great power China will become. “China does not want to be like the US, but what kind of power should it be? I think China is trying to work that out.”
US policy towards China is shifting from strategic decoupling to exploring a “manageable trade” relationship. “This is a very big change.” — Zhao Minghao, Deputy Director, Centre for American Studies, Fudan University
Speaking on the same panel, Zhao Minghao, deputy director of the Centre for American Studies at Fudan University, said the May meeting between the Chinese and US presidents in Beijing produced a consensus on building a “constructive strategic stability relationship”. This was a positive development, but the challenge lies in the limited domestic support in the US. How to make this consensus operational, institutionalised and sustainable beyond 2028 remains “a very big challenge”.
On the outlook for China-US relations, Zhao said that in the economic sphere, US policy towards China is shifting from strategic decoupling to exploring a “manageable trade” relationship. “This is a very big change.”
US President Donald Trump and Chinese President Xi Jinping stand together as they tour the Temple of Heaven in Beijing, China, on 14 May 2026.

US President Donald Trump and Chinese President Xi Jinping stand together as they tour the Temple of Heaven in Beijing, China, on 14 May 2026. (Evan Vucci/Reuters)
 
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