China Rental Housing Revolution - Part 3: Impact On For-Sale Market & What To Watch For Next
A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017,...
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China Property - Sanya And Hainan Island Are The Hottest Yet Very Restricted Housing Markets
18 months ago, in "China Property: A Turning Point For The Sunny Sanya And Hainan Island?", we talked about a turning point and upside for the...
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Today’s China Macro-Property Data: Investment Slower But Still Strong, Faster New Starts, Land Sales
The National Bureau of Statistics (NBS) released today the key China data for June, related to property sales and investments by developers at a...
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Notes from the Silk Road: Australia & Developed Asia - Small-Mid Cap Free Cashflow Screening
Cash is king and driving earnings, allowing shareholders to be rewarded through dividends or buy-backs. Buyer beware: Often underlying factors...
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China Weekly Property Sales Data (13 Cities To December 31) - Positive Surprise for December?
We look at the weekly new home sales data (gross floor area sold) for the 13 major cities sample in China, with the data covering the period ending...
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