As China Digs for Growth, Can Korea Break Chaebol Dominance?
Both the surge in industrial commodity imports and excavator sales in February confirm the rebound in Chinese fixed investment led by...
632 Views
Ajisen - Core Business Improving, Net Cash, Stake in Baidu Takeout + Chairwoman's Vote of Confidence
Ajisen China Holdings Ltd (538 HK) has not been performing well with negative same store sales growth (SSSG) 8 quarters in a row. The share price...
464 Views
China Property: Land Sales In 2016 - Less Supply, Higher Prices
The charts below illustrate what has happened in China in terms of primary land sales for residential or mixed-use development in 40...
415 Views
NPC17: National People's Congress Reports
For those with the time and inclination, I have provided links to the Work Report (given by the Premier), the NDRC Draft Plan for National Economic...
582 Views
China Housing 2017 - ChinaDebate Video Presentation
In this 20-minute video, we review the China housing markets dynamics and present our 2017 forecast, with key arguments and data around it. We look...
374 Views