China Housing: September Price And Volume Data Still Strong But Expect Weaker October
New home sales price and volume data for September released by the National Bureau of Statistics (NBS) last Friday and Saturday shows the average...
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China Housing: 4th Annual China Districts Report - Top Picks For The Next 1-2 Years (Highlights)
In our 4th annual China Districts report, we identify the districts and counties with the most likely upside potential for the local housing...
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China Housing: Weekly (To October 7th) Sales Data Points At A Slowdown In Tier-2 Cities
In this Weekly Sales note, we analyze the weekly sales volume data (in Gross Floor Area) for 12 major (4 Tier-1, 8 Tier-2) cities with consistent...
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Market Unfazed by China’s RRR Cut, RMB Depreciation, Escalating US-China Tension Beyond Trade
We advise clients to cut their long exposure to China as domestic macro downside, currency risk and the US-China tensions intensify. These risks...
364 Views
Evergrande Health (708 HK):Â Heartbreaking Acquisition
Evergrande Healthcare's recent legal tussle with Faraday Future (its JV partner) shed some light on how its distance future going to be as part of...
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