Primer: Kaisa Group Holdings (1638 HK) - May 2026
Kaisa Group Holdings is a major Chinese property developer currently navigating a severe liquidity crisis and complex offshore debt...
116 Views
Around China Housing In 80 Seconds - Visualizing The 2012-2023 Monthly Data
China Property - Take a tour of these four data visualizations/animations of the city-level house price changes to get a finer perspective on...
1.5k Views
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.
187 Views
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...
713 Views
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...
1.1k Views