Quam Morning Note (24 Sep)
The HSI opened down 22 pts before losses widened, closing near the day's low at 24,834, down 253 pts or 1.01%, reversing a modest gain in the...
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China Housing - A Mid-Year Check
In this note, we look at the latest May/June data, policy, and sentiment in China housing markets, with some reflections on where things are vs the...
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Primer: China Vanke (000002 CH) - Aug 2026
China Vanke is facing a severe liquidity crisis amidst a multi-year downturn in China's real estate sector, resulting in significant financial...
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China Property - Is The Delivery Of New Homes (Pre-Sold Pre-2022) Problem Solved?
In this note, we look at the issue of new homes that were pre-sold by developers but not yet delivered as developers struggled financially.
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China Property: 4 Charts - Full Year 2024 In Context
In this brief note, we put together the key China macro-property metrics for the full year 2024 vs the past several years, based on today's Jan-Dec...
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