Hong Kong Needs Short-Sellers
It’s not just because Hong Kong allows short-selling that there are so many short-sellers’ reports, it’s because (by our estimates) Hong Kong is...
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China Housing - WEEKLY Sales Volume Growth (To Aug 6): Tier-1 Extend Decline, Tier-2 Less Negative
Quick takeaway: Sales volumes GFA growth in the 20 cities sample turned slightly more negative for Tier-1 cities, but less negative for Tier-2...
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China Housing: Sales Volume Growth Slightly More Negative To Week Ending July 30 (20 Cities Sample)
Quick takeaway: Sales volumes GFA growth in the 20 cities sample turned slightly more negative, last week's data shows. The GFA volume growth...
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China Housing Forecast - Price Growth To Cool Only Gradually In H2 2017 Thanks To Lower Tier Cities
Our new forecast for house price growth for the July-December period is based on NBS data (in the absence of SouFun-CREIS index data we had...
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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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