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RE: The Macro Moment: China's Population In Decline?

If we can achieve this, it will finally (eventually) give an opportunity for housing to be more affordable again with the slowdown in new construction and more inventory coming onto the market as people pass away.

I dont think the price of housing has anything to do with the population per se. It is rather a matter of where the population grows. There is plenty of land. The challenge is we have seen decades of migration from rural to urban areas. That means we all packed into a small landmass as opposed to being spread out.

In the US, for example, most people live within a 70 mile radius of a major city. The urban sprawl is such that the cities start to link up.

This is a result of the monopoly on good paying jobs. It is going to reverse as the remote work situation changes the entire geographic dynamic.

So it isnt a matter of the number of people, it is the fact we are trying to pack them all into small areas.

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