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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China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
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Impact of China's Demographic Trend on the Housing Market
This is a companion piece to The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy.The demographic trends in...
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China Property: Land Sales Signal - Strongly Up In Jan-Feb, More Supply Coming To Cool Markets?
Sales of residential and mixed-use land use rights (land sales) in 40 major cities in China picked up in Jan-Feb in comparison to the same period...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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