China’s Final Liquidation: Local Government Debt vs. Unfinished Homes

Описание: China After the Boom explains the economic reality behind China’s post-property era.

In this deep dive, we conduct a forensic, data-driven investigation into the macro-mechanisms of what we call the "Final Liquidation." For decades, local government fiscal revenues were heavily dependent on land sales to fund massive infrastructure and maintain municipal balance sheets. But as the housing crisis deepens and millions of unfinished homes remain unresolved, the symbiotic triad between local states, private developers, and middle-class wealth has structurally fractured.

We break down the cold mathematical limits of the state-backed housing buyback schemes, how Local Government Financing Vehicles (LGFVs) are forcing a historic debt reallocation, and why this structural shift is quietly triggering an unprecedented contraction in local public services.

This is not China collapse hype. It is a sober, data-driven look at how China’s old growth model is changing — and why it matters to the global market, Western supply chains, and US investors.

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