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	<title>China Financial Markets &#187; Notes</title>
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		<title>Notes on a real estate trip in China</title>
		<link>http://www.mpettis.com/2009/07/20/notes-on-a-real-estate-trip-in-china/</link>
		<comments>http://www.mpettis.com/2009/07/20/notes-on-a-real-estate-trip-in-china/#comments</comments>
		<pubDate>Mon, 20 Jul 2009 12:03:56 +0000</pubDate>
		<dc:creator>Michael</dc:creator>
				<category><![CDATA[Balance sheets]]></category>
		<category><![CDATA[Financial crisis]]></category>
		<category><![CDATA[Real estate]]></category>
		<category><![CDATA[Notes]]></category>

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		<description><![CDATA[I have wanted to discuss more on the real estate sector for a while even though I have to confess I am far from being an expert on the topic, and this in a market which even the experts find terribly confusing.  What the real estate market is really telling us about underlying monetary conditions [...]]]></description>
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