Urbanization and Real Estate With Chinese Characteristics
Urbanization in China has taken on unique Chinese characteristics, resulting in a very diffuse landscape in terms of geography, population, and...
432 Views
Evergrande (3333 HK) - They're Doing It
Last week in Evergrande (3333 HK) - What Could They Do To Keep Buying Shares I discussed what the company COULD do.There were four basic options....
508 Views
China House Price Growth Accelerated M/M And Y/Y In June, Stable Y/Y Growth Pace Over Recent Months
The NBS house price indices data for 70 major cities in June was released earlier today and shows an accelerating month-on-month and year-on-year...
338 Views
Today’s China Macro-Property Data: Investment Slower But Still Strong, Faster New Starts, Land Sales
The National Bureau of Statistics (NBS) released today the key China data for June, related to property sales and investments by developers at a...
319 Views
Xiaomi and China Banks: Poor China IT Financial Metrics, a Lessor Known Risk to China Banks
China’s banks are well-exposed to China’s Information Technology (IT) companies. We may sometimes forget this, where we tend to focus on industrial...
567 Views