The ghost cities (overbuilt residential areas in lower-tier Chinese cities) that were previously seen as evidence of wasteful property speculation are being 'revived by the youth in China' through Gen Z migration, potentially solving the shadow property supply problem (estimated at 100 million overbuilt units by Goldman Sachs) through demographic absorption.

causalpending

Speaker

Alice Han

Evidence Quote

the ghost cities being revived by the youth in China...shadow supply so the overbuild of apartments uh it's apparently around 100 million units

Source

China Just Dropped Its Jobs Target for the First Time in Decades | China DecodeThe Prof G Pod – Scott Galloway
Created: 8/12/2026, 6:40:15 PM

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