Evergrande Short Zone
China Evergrande's explosive rally is nearing exhaustion levels after breaking out of a very bullish triangle pattern back in early February this...
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High Leverage Property Developer and Rural Bank Stocks in China: Smells Like Trouble?
This time could be DIFFERENT!For years, investors have shorted Chinese property companies due to the excess capacity. Excess capacity is still...
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China Property: New Homes Sales Volumes Dynamics (April/May) - Big Vs Smaller Cities
In this note, we look in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest April and...
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Chinese Housing Market Update
There is an apparent divergence in sales performance between the key cities (for which we provide weekly tracking data) and the under-the-radar...
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Update on Xiongan: The City of the Future
With construction starting soon, a local government official in Hebei province stated that the Xiongan new area is calling for international...
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