China Housing: Weekly (To October 7th) Sales Data Points At A Slowdown In Tier-2 Cities
In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent...
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Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
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China Property: In Which Cities Have The Major Developers Been Buying Land?
When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on...
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China Property: Large Increase In Land Supply For Beijing - A Signal Of A New Policy?
Beijing Municipal Commission for City Planning and Land Resources Management announced on September 12 the plan for a significant increase in land...
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China Rental Housing Revolution - Part 3: Impact On For-Sale Market & What To Watch For Next
A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...
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