Notes from the Silk Road: Beijing Capital Land (2868.HK)
Building momentum as catalyst approaches2018 was a year of consolidation for Beijing Capital Land (BCL) with the improvement in the project...
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Beijing Capital Land (2868.HK): Charlie Munger: "When in Doubt Invert"
A Turnaround story with income attached$Beijing Capital Land ($2868 HK) has been releasing positive sales in a difficult market and we seem to be...
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China Property: What's Going On With House Prices... Based On The Latest NBS Data
New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual...
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China Property: Land Sales In 2016 - Less Supply, Higher Prices
The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40...
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China Housing 2017 - ChinaDebate Video Presentation
In this 20-minute video, we review the China housing markets dynamics and present our 2017 forecast, with key arguments and data around it. We look...
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