Something to ponder:

来源: miat42 于 2007-08-14 21:03:23 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (504 bytes)
本帖于 2007-08-14 22:33:42 时间, 由普通用户 表情符号 编辑
回答: Learning from Japanese Real Estate 由 fafafaya 于 2007-08-14 19:50:46

1) China doesn't have land lock. China's land is owned by government and they are released as demand go up. That's a big risk to China's long term RE value. Japan is actually landlocked, but even that advantage didn't save Japan from bubble implosion.

2) China's property value has extremely deviated from its cash flow condition reasonably allows. Price/rent ratio has gone into unbelievable ratio. Japan didn't experience that crazy ratio even in its bubble years.

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所有跟帖： 

• 不同意。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (351 bytes) () 08/14/2007 postreply 21:12:27

• Let's deep analyze your 1,2,3 -miat42- ♂ 给 miat42 发送悄悄话 miat42 的博客首页 (1532 bytes) () 08/14/2007 postreply 21:28:27

• M老兄，打字飞快，欺负我。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (506 bytes) () 08/14/2007 postreply 21:37:09

• No denying China's price will go up very high over long term -miat42- ♂ 给 miat42 发送悄悄话 miat42 的博客首页 (933 bytes) () 08/14/2007 postreply 21:49:05

• 全国的形式是这样的。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (543 bytes) () 08/14/2007 postreply 22:00:32

• India Is Very Different Indeed -fafafaya- ♂ 给 fafafaya 发送悄悄话 (858 bytes) () 08/14/2007 postreply 22:11:36

• 现在钉子户太多了。市中心根本没法拆了。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (0 bytes) () 08/14/2007 postreply 22:15:42

• good point. I could feel the -wonder1- ♀ 给 wonder1 发送悄悄话 (629 bytes) () 08/14/2007 postreply 21:21:18

• that is why i said 奥运前夕 is due time! smarter people -pediatrician2- ♂ 给 pediatrician2 发送悄悄话 pediatrician2 的博客首页 (136 bytes) () 08/14/2007 postreply 21:25:35

• 奥运会跟全国的房地产有什么关系? 逻辑是？ -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (0 bytes) () 08/14/2007 postreply 21:29:44

• 大家没那么傻。有几个人把奥运会当回事。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (32 bytes) () 08/14/2007 postreply 21:26:57

• 还是有很大关系的。中国还是把奥运当回事的。还同 -pediatrician2- ♂ 给 pediatrician2 发送悄悄话 pediatrician2 的博客首页 (24 bytes) () 08/14/2007 postreply 21:30:12

• 开奥运，跟我明天买不买房子有什么关系？ -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (0 bytes) () 08/14/2007 postreply 21:39:25

• people in China believe that the housing market and -wonder1- ♀ 给 wonder1 发送悄悄话 (108 bytes) () 08/14/2007 postreply 21:34:35

• 你怎以为大家有那么傻？说说而已。奥运会和股市有什么关系？ -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (0 bytes) () 08/14/2007 postreply 21:38:22

• but in fact, most of them believe so. My friends say -wonder1- ♀ 给 wonder1 发送悄悄话 (39 bytes) () 08/14/2007 postreply 21:42:10

• 唉，让我说什么好。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (153 bytes) () 08/14/2007 postreply 21:49:53

• market is smart eventually. But Ms. market always -pediatrician2- ♂ 给 pediatrician2 发送悄悄话 pediatrician2 的博客首页 (59 bytes) () 08/14/2007 postreply 21:54:22

• 谢谢提醒。我就是这个意思。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (0 bytes) () 08/14/2007 postreply 22:01:25

• I wish you could be right:) Just called a friend again, -wonder1- ♀ 给 wonder1 发送悄悄话 (423 bytes) () 08/14/2007 postreply 21:56:18

• 她要是炒短线，劝她赶紧卖，先卖一半。 -BayFamily- ♂ 给 BayFamily 发送悄悄话 BayFamily 的博客首页 (44 bytes) () 08/14/2007 postreply 22:04:20

• en, I will tell her :) -wonder1- ♀ 给 wonder1 发送悄悄话 (0 bytes) () 08/14/2007 postreply 22:06:23

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