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...
348 Views
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...
488 Views
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...
335 Views
China House Prices Accelerating: 16.6% Y/Y in Sep Vs 13.8% in Aug (SouFun CREIS 100 Cities Index)
In September, average house price increased 16.6% y/y, as measured by the SouFun-CREIS 100 Cities Index, compared to 13.8% the previous month. It...
292 Views
Latest Signals For China Housing Market Cycle - Peak Or Not?
China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...
341 Views