China House Prices Keep Rising: 13.8% Y/Y In August Vs 12.4% in July (SouFun 100 Cities Index)
In August, average house price increased 13.8% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 12.4% the previous month. It is...
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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...
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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...
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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'...
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FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
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