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Insights on China's Real Estate Sector
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bullish
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Thematic (Sector/Industry)
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11 Jul 2024 15:50
China Property Developers In Distress - Weekly News & Announcements Tracker | July 4-11, 2024
This note is a weekly (July 4-11, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.
Robert Ciemniak
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206 Views
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bullish
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Thematic (Sector/Industry)
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05 Jul 2024 00:44
China Property - Weekly New Home Sales Data Now Clearly "Less Negative" (To June 30, 2024)
China Property: The policy easing and the change in the base effect started to show some impact on new home sales y/y metrics turning '"less...
Robert Ciemniak
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400 Views
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bearish
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Thematic (Sector/Industry)
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20 Jun 2024 14:24
China Property Developers In Distress - Weekly News & Announcements Tracker | May June 14-20, 2024
This note is a weekly (June 14-20, 2024; select weeks available on SK) curated selection of Chinese news articles and company announcements focused...
Robert Ciemniak
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239 Views
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bearish
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Iron Ore
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17 Jun 2024 16:05
Persistent Weakness in Chinese Real Estate Will Drag Iron Ore Prices Down
Chinese home prices fell fastest in 9.5 years in May. Domestic loan issuances were well below lowered expectations. Inventory remains elevated....
Mint Finance
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110 Views
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bullish
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Thematic (Sector/Industry)
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30 May 2024 13:35
China Property Developers In Distress - Weekly News & Announcements Tracker | May 24-30, 2024
This note is a weekly (May 24-30, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.
Robert Ciemniak
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277 Views
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