Evergrande Nugget: Popping the World’s Largest Asset Bubble
Monday, a Hong Kong court ordered the liquidation of Evergrande- whether the court ruling will be of much help to creditors remains to be seen as...
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Highlights from the 12th Annual China Property Outlook - 2024 Forecast
In this note, we share highlights from our 12th annual China Property Outlook, the 2024 forecasts for China housing markets, and the core themes.
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China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024
Before getting into the forecasts for 2024, reviewing how the past forecasts fared vs the actuals can be quite illuminating, here is the case for...
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China Property Developers In Distress - Weekly News & Announcements Tracker | Jan 19-25, 2024
This note is a weekly (Jan 19-25, 2024) curated selection of Chinese news articles and company announcements focused on developers in distress.
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China Property: 2023 In Word Frequency Charts
China Housing - visualizing more granular city-level property data over multiple periods of time gives a better intuition about the market across...
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