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China’s ‘Hidden Debt’ of Local Governments Threatens National Economy (caixinglobal.com)
2 points by ilamont on Aug 20, 2023 | hide | past | favorite | 1 comment


Local government has always had a tight relationship with property development the world over: Rates are the primary source of independent funding, the rest being tied central government grants.

Most infrastructure that local government has to build is cheaper in economy of scale: sending a sewage pipe to ten houses is less renumerative than sending it to 100, same hole gets dug, same labour, (mostly) for a bigger pipe and more pedastals to base the charge off. Its simply more profitable to encourage development.

That they wound up in bed with developers and now fate-share isn't surprising. What will be interesting (to me) is how many of the developments get knocked down, and how many get occupied: I have gone by train from Shanghai to Beijing and it's truly amazing to be in deep rural communityland, low rise, and suddenly go past 5 50 storey towers in a cluster, surrounded by fields. My chinese colleagues tell me most of them remain empty, the belief is they drop in future value if ever lived in.




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