Money Matters: China's Property Market and the Key to Global Deflation.
China's real estate developers are the only (non-bank) sector in Asia that, in my view, have the ability to turn the global cycle for better or...
320 Views
China New Home Sales In July Slowed Down But Still At +11.5% YTD Y/Y Thanks To Non-Tier-1 Cities
In July, China's national new home (“commercial residential”) sales GFA increased by 11.5% YTD YoY, 0.3% YoY, 14.8% 12M rolling YoY - compared to...
169 Views
China Housing Market: July Price Growth Y/Y Decelerates Further But Accelerates In Lower-Tier Cities
NBS house price indices for 70 cities in July point at a clear deceleration overall on a year-on-year basis to +9.7% from +10.2% in June and with...
273 Views
Further Fall Expected in Chinese Property Stocks
The past 2 weeks have been a volatile period for Asian equity markets, Chinese property developer in particular. Acquisition clamping down on HNA...
294 Views
China Housing - WEEKLY Sales Volume Growth (To Aug 6): Tier-1 Extend Decline, Tier-2 Less Negative
Quick takeaway: Sales volumes GFA growth in the 20 cities sample turned slightly more negative for Tier-1 cities, but less negative for Tier-2...
265 Views