Real Estate Watch: Too Early to Call off the Crisis in Western Markets
These past few weeks have been all about China and China is all about real estate. With that, welcome to this week’s real estate-focused edition...
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Back with a Bang! – Macro and Sentiment Call for an Underweight in Equities
We lower the weight of Emerging and Developed Market Equities on recent developments in China, indices dropping below their 200-day moving...
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China Property Developers In Distress - Weekly News & Announcements Tracker | 11-17 August 2023
A weekly summary of a curated set of Chinese news articles/posts and company announcements focused on developers in distress.
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Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!
We have spent this Sunday evening trying to prepare ourselves for the opening given the turmoil expected in China after Country Gardens (the former...
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China Property Developers In Distress - Weekly News & Announcements Tracker | 4-10 August 2023
A weekly curated selection of local Chinese news articles and company announcements - focused on distressed developers.
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