Global Index Float Methodology Change: HK Stocks with Big Passive Sells
A lot of the stocks with expected passive outflows have underperformed the indices over the last couple of weeks. We would look to unwind trades in...
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Impact of China's Demographic Trend on the Housing Market
This is a companion piece to The Next 10 Years: Demographic Trend Reversals Will Reduce Growth and Reshape the Economy.The demographic trends in...
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China Property: Land Sales Signal - Strongly Up In Jan-Feb, More Supply Coming To Cool Markets?
Sales of residential and mixed-use land use rights (land sales) in 40 major cities in China picked up in Jan-Feb in comparison to the same period...
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The Market Sentimentalist: Global Real Estate – Where Are The Risks Residing?
Summary: Housing has several characteristics that mean it is almost perfectly designed to be prone to bubble-like behaviour. By definition a bubble...
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Top 5 Risks for Business in Asia Pacific
Control Risks, the pre-eminent global risk consultancy, has identified the following key business risks in Asia Pacific for 2017.Written by Steve...
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