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 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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China House Price Growth: Today's NBS Data for May Shows Only Slight Deceleration Y/Y, Same Pace M/M
New house price indices data from China's National Bureau of Statistics (NBS) for April for 70 major cities and calculations of the aggregate...
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WMP Exposure in Smaller Banks in China &Â Who Are The Banks' Shareholders
Everyone has been talking about the onset of the WMPs failure that could unleash the grand scale sub-prime crisis like and about how a 2%...
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