The plunge in Chinese equities has grabbed all the attention in recent weeks, but a team at Barclays suggests we should be watching something else. Analysts led by Ajay Rajadhyaksha say that Chinese real estate is the sector to focus on, not Chinese stocks. Here's their reasoning: Over the years, much attention has focused on the massive share that investment commands in China’s growth. At 48%, it is much greater than the investment/GDP ratio in other emerging markets such as India and Brazil, as well as developed economies such as the US. What is perhaps less known is that real estate accounts for most of this ... (full story)