China's Commercial Property Markets Are 'Fundamentally Under-Supplied'

The video discusses China's economic stimulation efforts, focusing on boosting domestic consumption through tax cuts and government policies. It highlights the role of household debt in economic growth and explores real estate investment opportunities in major Chinese markets. The discussion also covers logistics and e-commerce, emphasizing the importance of infrastructure and the Belt and Road Initiative in supporting domestic consumption. The video concludes with an analysis of the impact of industrial land quotas on the logistics sector.

What are the key markets in China that are considered under-supplied?

How does the tightening of industrial land quotas affect the logistics market in China?