China Housing: 4th Annual China Districts Report - Top Picks For The Next 1-2 Years (Highlights)
In our 4th annual China Districts report, we identify the districts and counties with the most likely upside potential for the local housing...
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China Housing: Weekly (To October 7th) Sales Data Points At A Slowdown In Tier-2 Cities
In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent...
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Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
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Evergrande Health (708 HK): Heartbreaking Acquisition
Evergrande Healthcare's recent legal tussle with Faraday Future (its JV partner) shed some light on how its distance future going to be as part of...
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China Property: In Which Cities Have The Major Developers Been Buying Land?
When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on...
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