Property - Weekly Highlight: Sales Decline May Widen in Sep
Policy on refinancing of mortgages is under discussion, and we think it may lift purchasing sentiment only if mortgage rates are lowered to a level...
388 Views
The Heat Is On: News Flow and Sentiment in CHINA / HONG KONG (August 16)
Japan ETF flows have been light after the massive outflow from carry trade unwind. Qifu Tech, Q Tech and JDL all had positive earnings announcement...
465 Views
China Property Service Sector – 2023 a year for market leaders and survivors
We are positive towards PM sector in 2023 as it is the key beneficiary of both housing completion push (GFA gain) and reopening (Community VAS), so...
475 Views
Defensives Are Worth A Look; Hang Seng, Shanghai Comp, Nikkei 225, STOXX 50 Support Levels Holding
A review of major global indexes reveals an absence of major breakdowns. We highlight opportunities within defensive Sectors (Real Estate, Consumer...
502 Views
The NPC Report:Stimulus Restraint, Policy Benefiting the Property Services Industry
The policy expression of real estate industry in this year's NPC (the National People’s Congress )work report is generally neutral, showing the...
427 Views