China Property: CityScreener(TM) Rankings Of 54 Cities (August Data) And What's Changed In 6 Months?
In our CityScreener(TM) monthly ranking of cities, we assess the housing markets in 54 major cities in China on four metrics: 12-month house price...
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Digging Beneath the Surface of Chinese Mortgage Lending
There is strong reason to believe that Chinese mortgage debt is understated. Â Mortgage related debt would need to double or triple to approach even...
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China Property: The Case Of Zhengzhou - With A Ghost Town Myth And Bubble Worries
Zhengzhou, the capital city of Henan province, made headlines in the Western media a few years ago through the PBS 60 Minutes show, with the city's...
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ANIMAL SPIRITS™ REPORT: India Equity Strategy - Upgrade To Overweight as Patel's Dovish Arm Twists
Investment Conclusions - Tactical View (3-6 Months) Animal Spirits prefers an "overweight" stance on Indian equities. Our macro baseline scenario...
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China Property - New Wave Of Home Purchase Restrictions
New home purchase and credit restrictions were introduced in select Chinese cities at the end of September and the beginning of October in response...
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