任泽平:2021全球房价大趋势

格隆汇2021-08-14

作者:任泽平团队 导读 我们提出了业内广为流传的分析框架:房地产长期看人口、中期看土地、短期看金融。本篇放眼全球房价走势,考察驱动不同经济体和主要大都市圈房价走势的因素及规律。 不同经济体本币房价长期走势差异可解释为四方面:经济增长带来的收入效应、人口总量与结构变动引起的人口效应、货币供应带来的货币幻觉、住房制度影响的供求格局。 近51年,23个经济体房价平均累计上涨29.6倍、年均增长超6%。...

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