Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
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China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions
In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...
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Latest Signals For China Housing Market Cycle - Peak Or Not?
China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...
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China Conch Venture - Discount to NAV at Compelling Levels; Close To -2x SD
China Conch Venture's discount to NAV has widened close to -2x Standard Deviations (SD), below its 180D mean. This is a significant dislocation and...
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Weekly China Property Data For August Points At Further Gradual Slowdown In National Sales Growth
The weekly data from SouFun-CREIS survey on new home sales in 35 major cities for the four weeks August 1 - 28 (Weeks 32-35) shows a further,...
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