Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
179 Views
Money Matters: Evergrande's Extreme Balancing Act and What It Tells Us About China.
To the best of my knowledge Worldcom is the largest ever non-bank bankruptcy (only Lehman and Washington mutual were larger). The company had...
350 Views
China New Home Sales In July Slowed Down But Still At +11.5% YTD Y/Y Thanks To Non-Tier-1 Cities
In July, China's national new home (“commercial residential”) sales GFA increased by 11.5% YTD YoY, 0.3% YoY, 14.8% 12M rolling YoY - compared to...
71 Views
China Housing Market: July Price Growth Y/Y Decelerates Further But Accelerates In Lower-Tier Cities
NBS house price indices for 70 cities in July point at a clear deceleration overall on a year-on-year basis to +9.7% from +10.2% in June and with...
148 Views
Further Fall Expected in Chinese Property Stocks
The past 2 weeks have been a volatile period for Asian equity markets, Chinese property developer in particular. Acquisition clamping down on HNA...
166 Views