China Property - Further Signs Of Gradual Policy Tightening
Over the past 10 years, China property prices, as measured by indices of average prices of new homes sales, have followed in a fairly consistent...
183 Views
Growing Corporate Debt in China
There has been much discussion about China’s wish to implement economic reforms and – specifically – to deleverage. However, the reality is that...
149 Views
Systemic Risk from Corporate Debt in China
Massive and growing debt levels in China are becoming a source of major concern to the world's banking community. Whilst some see this as...
164 Views
13 Major Cities In China Seem To Be Clearing Inventory Well (Latest July Data)
In July the 13 major cities in China continued to clear inventory at a strong pace. Not only the months-to-clear remained at low levels but also...
320 Views
China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
175 Views