China's Banks Are Less Risky Than You Think
Contrary to the market, we believe the potential credit loss to the system is manageable and the capital shortfall should be gradually absorbed by...
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Brexit; Unintended Consequences
In this brief piece we take a considered stance on the likelihood of Brexit actually proceeding in the wake of June’s referendum and examine some...
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China: Slower Land Sales Growth In 40 Major Cities But Acquisitions By Major Developers Rise 40%
In May 2016 (latest complete data), on YTD y/y basis, residential (incl. mixed-use) land GFA acquired by 20 major developers we track based on...
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The RMB Under Pressure and Good Trade Options
Despite continued insistence by the PBOC that there is “no basis” for continued depreciation, the RMB continues to depreciate. What makes this...
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China Property Data Update - House Prices Rise 11.2% Y/Y In June Vs 10.3% In May
New data shows that in June average house prices in 100 major cities rose by 11.2% year-on-year, according to the latest data from SouFun-CREIS...
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