Tightening Policies Curb Speculative Home Buyers in H2 2017
Last week, we had the opportunity to speak with policy advisors regarding the central government’s thoughts and policy planning regarding the...
158 Views
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...
219 Views
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...
360 Views
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...
169 Views
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...
189 Views