China New Home Sales In August Slow Down Gradually To +10.3% YTD Y/ Y, In Line With Our Expectations
A quick look at today's data from National Bureau of Statistics on new home sales in China in August.In August, China's national new home...
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Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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Industrial Capsule: Real Estate Activities in China
China stays in control of its housing market, amid ballooning property prices The mortgage market witnesses strong recovery, but a slowdown is...
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Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
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Money Matters: Evergrande's Extreme Balancing Act and What It Tells Us About China.
To the best of my knowledge Worldcom is the largest ever non-bank bankruptcy (only Lehman and Washington mutual were larger). The company had...
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