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...
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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...
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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...
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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...
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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...
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