Asia Ex-Japan Real Estate: Hitting the Lows. China to India Rotation
Real Estate exposure is close to its lowest levels on record among active Asia Ex-Japan investors. As China Real Estate suffers an exodus, India...
162 Views
Linklogis Short Sheller Report - Some Merit, Some Plain Drama - Mixed Bag
Linklogis, a technology solution provider for supply chain finance in China raised around US$1bn in its Hong Kong IPO in Apr 21. It was subject of...
557 Views
Chinese Estates (127 HK): Understanding The Scheme Voting
Interesting development. 230.977mn shares (or 12.11% of shares out) in Chinese Estates (127 HK) have moved into CCASS (and into BNP). That's almost...
619 Views
China Property Developers In Distress - Weekly News & Announcements Tracker | May June 14-20, 2024
This note is a weekly (June 14-20, 2024; select weeks available on SK) curated selection of Chinese news articles and company announcements focused...
210 Views
China’s Long Property Bubble and Indebted Developers
China's push for deleveraging in the property market, combined with common prosperity measures, raises concerns of a potential housing bust and...
116 Views