Chinese Credit Growth Is Shifting Where It Grows Not How Much It Grows
The focus on the recent strong growth in headline financing growth has raised concerns about underlying demand for credit and continued reliance on...
270 Views
China Data: New Home Sales Growth Slightly Slower at 25.6% YTD Y/Y (Jan-Aug), Land Sales Still Low
Based on new data released by NBS today: in August, national new home sales (in gross floor area) for 'commercial residential' buildings rose 25.6%...
278 Views
Buying September Fallout – S&P 2,100 Line
Call for equity strength to fade last week into a September correction is on track. The argument for a pullback in Asia is based primarily on...
336 Views
China Asset Risk Clear in Margin Data
Benign NPL formation in the latest quarter for China’s banks is not only due to write-offs. More likely, there is a significant amount of...
357 Views
China House Prices Keep Rising: 13.8% Y/Y In August Vs 12.4% in July (SouFun 100 Cities Index)
In August, average house price increased 13.8% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 12.4% the previous month. It is...
305 Views