Quick summary of the Chinese property bubble by Gillem Tulloch of Forensic Asia Limited.
Colin Twiggs is a former investment banker with almost 40 years of experience in financial markets. He co-founded Incredible Charts and writes the popular Trading Diary and Patient Investor newsletters.
Using a top-down approach, Colin identifies key macro trends in the global economy before evaluating selected opportunities using a combination of fundamental and technical analysis.
Focusing on interest rates and financial market liquidity as primary drivers of the economic cycle, he warned of the 2008/2009 and 2020 bear markets well ahead of actual events.
He founded PVT Capital (AFSL No. 546090) in May 2023, which offers investment strategy and advice to wholesale clients.
Do you think in India, especially in areas near Mumbai there is a bubble, where prices have increased by over 600 % in a period of 7 years?
The key would be to examine debt growth. If lending is growing at above the rate of Nominal GDP growth, that provides the fuel for a bubble.