China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
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China Vanke: Overhang Cleared, Placement Follows
One of China Vanke Co Ltd (H) (2202 HK)'s shareholder is selling US$260m shares after market close today. In our insight, we will look at the...
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China Property: The Case Of Shanghai - July Update
In December last year, we assessed market conditions for the housing (new homes sales) market in Shanghai. Some six months later, we are looking at...
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China Property: New Homes Sales Volumes Slow Down, Diverge Across Tiers and Cities (June/May Data)
In this note, we continue looking in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest...
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New Board Positive for Vanke Despite Wang Shi Stepping Down
China Vanke announced it had received notice from Shenzhen Metro, or SZMC, to call for a shareholder meeting to nominate a new board of directors....
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