Investor Meeting: China + Real Estate + Tier 2/3 City = Bubble? Our Checks Suggest Otherwise
In investing, sometimes we form preconceived ideas when we read articles in the western media. Here is a good example when we look at a particular...
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China Property: Pace Of Decline In Sales Volumes Stable For 20 Cities Sample - Weekly Data (Jul 23)
In this note, we look at the weekly property sales volumes data with the latest week ending July 23. Higher-frequency weekly new home sales data...
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Money Matters: A Fish Called Wanda
Any analysis of China's credit growth over the past six years or so would suggest that it is unsustainable and that as a result, when the day of...
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China Property Cooling: Higher-Frequency Weekly Sales Volumes To Week Ending July 16
In this note, we look at the weekly property sales volumes data with the latest week ending July 16. Higher-frequency weekly new home sales data...
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China House Price Growth: Slightly Slower Y/Y, Lower-Tier Cities Rise Faster (Today's NBS Data)
New house price indices data from China's National Bureau of Statistics (NBS) for June for 70 major cities and calculations of the aggregate...
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