The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
3.2k Views
Wheelock – Evaluating Wharf's Proposed IP In-Specie
Wharf Holdings Ltd (4 HK) closed up 8.67% on Friday in response to comments from management at the FY16 results briefing as to a possible spin-off...
507 Views
Wheelock (20 HK) – The Retail Vs. Development Debate
Wheelock’s discount to NAV has narrowed to 20%, just shy of the 12-month low of 19%, and compares with a one-year average of 25.3%. The...
272 Views
New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
5.7k Views
Asia Rotation Picks
Chartonics webcast Wednesday 7 September 2016Rotation plays in Asia To view click on this link: http://www.screencast.com/t/F6RFeLLyfu 6:29...
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