Roshan Padamadan of Luminance Global Fund, has just come back from Guangzhou in China with wry observations about the true state of the Chinese economy and its property sector. Spoiler alert: it ain't pretty.

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Tags:  China,  property,  real estate,  banks,  recession,  collapse,  Malaysia,  Roshan Padamadan,  Luminance Global Fund,  S&P,  US Stocks,  Guangzhou