Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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In Pursuit Of Patterns (Part 3): Housing Market Indicators Vs Developer Stock Prices
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
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In Pursuit Of Patterns (Part 2): Predictive Powers In China House Prices, Sales Volumes, Land Sales
In this series of notes, we reveal some interesting patterns (or lack thereof) we find among the key indicators for the China's housing markets...
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China House Price Growth Decelerated Further Y/Y But Accelerated M/M - Today's NBS Data For October
Today's NBS house price data for October continues to show the further deceleration of the house price growth across 70 major cities but with a...
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China Weekly Property Sales Data (13 Cities To Nov 12) - Less Negative YTD Y/Y and 4W Y/Y
The weekly data on new home sales in select 13 major cities (based on the underlying data from SouFun-CREIS) for the week ending November 12, shows...
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