Impact of China's Demographic Trend on the Housing Market
This is a companion piece to The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy.The demographic trends in...
242 Views
High Leverage Property Developer and Rural Bank Stocks in China:Â Smells Like Trouble?
This time could be DIFFERENT!For years, investors have shorted Chinese property companies due to the excess capacity. Excess capacity is still...
474 Views
China Property: New Homes Sales Volumes Dynamics (April/May) - Big Vs Smaller Cities
In this note, we look in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest April and...
302 Views
CHINA VANKE CO-A : 000002 CH China Vanke
MONTHLY KEY ELEMENTSBullish above 18.50 towards 22.50 before 27.50.18.50 is key support levelBounce from trend line on log scaleDescending lines...
243 Views
China Property: April House Price Growth Slower Y/Y, Stronger M/M, Fewer Outliers
New house price indices data from China's National Bureau of Statistics (NBS) for April for 70 major cities and calculations of the aggregate...
256 Views