Today’s China Macro-Property Data: Puzzling Strong Residential Figures Vs Overall Slowdown
The National Bureau of Statistics (NBS) released today the key China data for July, related to property sales and investments by developers at a...
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China Housing: The Most Idiosyncratic Cities
Shenzhen, Wenzhou, Sanya and Haikou are among the most unique cities in terms of their house price growth correlations among the 70 major cities,...
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Urbanization and Real Estate With Chinese Characteristics
Urbanization in China has taken on unique Chinese characteristics, resulting in a very diffuse landscape in terms of geography, population, and...
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HK Connect Flows Weekly (May 15th): Tencent, China Mobile, Meituan, PICC P&C, Kuaishou, Petrochina
We analyzed southbound Hong Kong connect flows in the past week and highlighted flows for Tencent (700 HK), China Mobile (941 HK), Meituan (3690...
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MSCI ACWI’s Advance Continues: U.S. And Emerging Markets Leading the Way
The MSCI ACWI advanced to another new high yesterday - to levels not seen since mid-March with the U.S. and Emerging Markets leading the move....
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