China Property: Further Deceleration in Volume Growth But Prices Keep Rising (Official July Data)
Growth in Gross Floor Area (GFA) sales volumes for new home sales in China in July decelerated further to 26.6% on a year-to-date year-on-year...
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Government Intervention in Cement ? Setting Ourselves up for a Monster Short Here !!!!
In the short run, we are seeing government intervention that is very typical of China for cement as well now. As the famed short seller , Jim...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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Weekly China Property Sales Data In July Points At Further National Sales Growth Slowdown
The weekly data from SouFun-CREIS survey on new home sales in 35 major cities for the first three weeks of July (Weeks 28-30, or July 4 - 24) shows...
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