Money Matters: Have the Drivers of Residential Property Investment in China Run Their Course?
IntroductionThere have been three key growth drivers of residential property development in China in my view: 1) The increase in urban population;...
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Industrial Capsule: Real Estate Activities in China
China stays in control of its housing market, amid ballooning property prices The mortgage market witnesses strong recovery, but a slowdown is...
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Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
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Money Matters: Evergrande's Extreme Balancing Act and What It Tells Us About China.
To the best of my knowledge Worldcom is the largest ever non-bank bankruptcy (only Lehman and Washington mutual were larger). The company had...
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China New Home Sales In July Slowed Down But Still At +11.5% YTD Y/Y Thanks To Non-Tier-1 Cities
In July, China's national new home (“commercial residential”) sales GFA increased by 11.5% YTD YoY, 0.3% YoY, 14.8% 12M rolling YoY - compared to...
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