China Property - What's Really Happened To The House Prices Over The Past 6 Years?
In this one-minute animation (below) we illustrate the dynamics of the house price growth in China across 100 major cities on a monthly basis...
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A Look at PPI and CPI Data From China
With China devaluing the RMB, PPI remains firmly negative though the decline has slowed.. This negative trend in PPI will inevitably have a...
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China's Banks Are Less Risky Than You Think
Contrary to the market, we believe the potential credit loss to the system is manageable and the capital shortfall should be gradually absorbed by...
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China: Slower Land Sales Growth In 40 Major Cities But Acquisitions By Major Developers Rise 40%
In May 2016 (latest complete data), on YTD y/y basis, residential (incl. mixed-use) land GFA acquired by 20 major developers we track based on...
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The RMB Under Pressure and Good Trade Options
Despite continued insistence by the PBOC that there is “no basis” for continued depreciation, the RMB continues to depreciate. What makes this...
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