Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
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The Week that Was in Greater China @Smartkarma: JD.com Doubts, One Belt One Road, Fishy Wanda
This is the 11th issue of 'The Week that Was in Greater China@Smartkarma' which features a selection of last week's insights on China, Macau, Hong...
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Sunac China Holdings Placement - Highly Leveraged and Positive Sentiment Likely Priced It
Sunac China Holdings Ltd (1918 HK) is looking to raise approximately US$517m through the sale of 220m primary shares in a top-up placement.The deal...
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Tightening Policies Curb Speculative Home Buyers in H2 2017
Last week, we had the opportunity to speak with policy advisors regarding the central government’s thoughts and policy planning regarding the...
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China Property: What's Going On With House Prices... Based On The Latest NBS Data
New data from China's National Bureau of Statistics (NBS) for February for 70 major cities and calculations of the aggregate show a further gradual...
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