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...
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China Property: In Which Cities Have The Major Developers Been Buying Land?
When a major property developer in China buys land (use rights), whether via auction or otherwise, such actions reflect primarily a judgment on...
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