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 founded PVT Capital (AFSL number 546090), which provides income and growth strategies to wholesale clients.
Colin also co-founded Incredible Charts and writes the popular Patient Investor newsletter.
Using a top-down approach, Colin identifies macro trends in the global economy and then combines fundamental and technical analysis to evaluate opportunities in sectors that stand to benefit.
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.
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.