China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
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China Evergrande: The Case of Rising Leverage and Lower Margins
Having paid dividends of RMB 27.7bn in 2018, noteholders must have been relieved when Evergrande Real Estate Group (3333 HK) (“Evergrande” or the...
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China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)
A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...
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China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?
We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...
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China Housing - April 2019 Commentary
Based on March and partial weekly April data, in this monthly China Housing commentary, we give our take on the overall housing market performance,...
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