ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
401 Views
China Property - New Wave Of Home Purchase Restrictions
New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response...
239 Views
China House Prices Accelerating: 16.6% Y/Y in Sep Vs 13.8% in Aug (SouFun CREIS 100 Cities Index)
In September, average house price increased 16.6% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 13.8% the previous month. It...
217 Views
Latest Signals For China Housing Market Cycle - Peak Or Not?
China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...
220 Views
China Property: How Quickly A City Can Rise Or Fall
Over the past 5 years, among 100 major cities in China, there have been many instances of significant and rapid changes in performance as measured...
163 Views