The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.2k Views
Global Capital Trends In Real Estate In 2016
Three quick takeaways from the annual 2016 data on commercial property sales transactions - income producing assets in office, retail, industrial,...
1.2k Views
As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
622 Views
India: Bharti Infratel Hitting an Air Pocket. Tower Market Will Be Disrupted by Telco Consolidation
We wrote about Bharti Infratel (BHIN IN) recently but given the rapidly developing consolidation story, we have done more work on the likely growth...
205 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
1.6k Views