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: Country Garden Holdings (2007 HK) - Aug 2026
Country Garden is navigating a severe liquidity crisis, having recently completed a significant offshore debt restructuring of approximately...
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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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China Property - Weekly New Home Sales Data Now Clearly "Less Negative" (To June 30, 2024)
China Property: The policy easing and the change in the base effect started to show some impact on new home sales y/y metrics turning '"less...
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