China House Prices in April Increased at Faster Pace Overall, Highly Divergent Across Cities
China house prices for 100 major cities overall continued to rise at faster pace, 9% y/y compared to 7.4% a month earlier, according to new data...
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How a Debt to Equity Swap Plan in China Could Work
The government should set up a new national pension fund to save the economy. Securitising future pension payments may be the answer to the...
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A leading mall operator that can't control the quality of its tenants? Valuation unattractive.
Red Star Macalline (RSM) is the largest home furnishing chain mall operators in a fragmented home furnishing market. Despite its fast expansion, we...
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China Property / Debt - when Kaisa broke our Trust
Kaisa failed to make an interest payment due Jan 8 on $500 million of 10.25% dollar bonds (the first Chinese property company to default on...
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A-H Premium Weekly (Sep 15th): Postal Savings, Sinopec Corp, Shanghai Fudan, Sinopec Oilfield
We analyzed A-H premium changes in the past week and highlight A-H premium changes for Postal Savings, Sinopec Corp, Shanghai Fudan, Sinopec...
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