The Trade War Heats up and Assets Respond
In Money Matters: De-Globalisation and Asset Prices, I argued that financial and real assets had benefited enormously from the globalisation...
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Are Inputs Matching the Expected Construction and Real Estate Growth in China?
Given the growth in land and new starts we have seen, we believe it is possible that metals output will follow the real estate trend and increase...
87 Views
Trump's Upside-Down Trade Policy Wrecks Alliances & Makes US "Adversaries" Smile, but He Has a Point
Trump's idea that "trade wars are easy to win" is true only in one narrow sense: the US, having the economy with the largest trade deficit, has...
106 Views
Is There a Pending Surge of Chinese Real Estate Development?
The YTD growth of land values and the marginal growth of TSV means a strong potential for a pending surge in the real estate and construction...
58 Views
Capital Account Opening/Property Market Balancing/Asia-Pacific Tensions/Communist Party Perks
China News That Matters China opens its capital account a tiny bit more Can China pull off its property market balancing act? China’s noisy...
100 Views