Focus Industries for Asia Ex-Japan Fund Managers
In this report, we analyse Asia Ex-Japan fund positioning across the key Asian industry groups. The analysis measures current sentiment across all...
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Global Bottoming Process Continues; Remain Overweight China
The MSCI ACWI and ACWI ex-US have managed to break above their respective 200-day moving averages, and are now bumping up against overhead...
530 Views
Steel in China- No Government Capacity Shutdown
This is a big topic that I find myself addressing to investors each quarter for the past 10 years as a steel analyst from where I live in Beijing,...
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Land Sales Growth In China Remains Low Despite Strong House Price Growth (Jan-Sep)
Despite strong increases in house prices, the land sales growth in China looks relatively low in the latest January-September data.The land sales...
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China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions
In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...
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