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...
345 Views
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...
310 Views
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...
323 Views
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...
482 Views
China Property: Large Increase In Land Supply For Beijing - A Signal Of A New Policy?
Beijing Municipal Commission for City Planning and Land Resources Management announced on September 12 the plan for a significant increase in land...
447 Views