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Logan Property Holdings (3380 HK)
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bearish
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Thematic (Sector/Industry)
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12 Dec 2016 13:13
China Property: New House Price Data Shows Policy Tightening Gradually Making Impact
Latest data from SouFun-CREIS released today shows the average house price in November increased 18.7% y-o-y, as measured by the 100 Cities Index,...
Robert Ciemniak
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330 Views
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bearish
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Thematic (Sector/Industry)
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01 Dec 2016 06:31
Outlook for Chinese Real Estate: Maybe at a Tipping Point and Headed for Significant Fall
We at Riedel Research are not China bears and do have never been believers in a 'hard landing' there - however, we have identified an disturbing...
David Riedel
354 Views
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bearish
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Thematic (Sector/Industry)
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29 Nov 2016 15:34
China Property - Signs Of Cooling In the Hottest Shenzhen Residential Market?
Back in June, we pointed at a likely turning point in the residential property market cycle in the booming city of Shenzhen, primarily on the back...
Robert Ciemniak
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298 Views
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bearish
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Thematic (Sector/Industry)
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04 Nov 2016 04:36
Highlighting Risks Stemming From China's Overheating Property Market
In October the MNI China Consumer Sentiment Indicator (CSI) increased to a level of 117.1, just above the depressed threshold of 116 indicating...
David Riedel
290 Views
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bearish
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Thematic (Sector/Industry)
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01 Nov 2016 00:49
Is China Property Finally Headed for a Correction? Policy Makers May Have Finally Pushed Too Far
Since late 2015 the outlook for the global economy has improved dramatically. Three key interdependent factors are largely responsible for this...
David Riedel
352 Views
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