Logic Behind Evergrande Buying Vanke and New Phase of China's Property Markets
China Evergrande (3333 HK) has quietly and quickly built up a near 7 percent interest in Vanke this month, while the intentions behind this...
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China Property: Further Deceleration in Volume Growth But Prices Keep Rising (Official July Data)
Growth in Gross Floor Area (GFA) sales volumes for new home sales in China in July decelerated further to 26.6% on a year-to-date year-on-year...
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China Stock Market Confidence
Xinhua, the Chinese state news agency, tells us this week that domestic stock market confidence has fallen steeply. Using a measure of 54.9 in...
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Implications of Chinese Military Graft
In the last two years two of China's most senior military bureaucrats have been sentenced to long prison sentences for selling promotions for...
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Event Risks, Catalysts and Volatility in Latter 2016
The UK’s referendum to exit Europe and the ensuing gyrations in global markets warned us against complacency in the face of event risk. Vigilance...
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