Longfor Group - Tear Sheet - Lucror Analytics
We view Longfor Group as “Low Risk” on the LARA scale. Our assessment reflects the: [1] balanced operating model, with a track record of...
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China Property - A Shift To Secondary Markets?
China Property / Housing Markets: Real Estate Foresight's take on the 2024 outlook for new home sales, new starts, and the major themes for the...
426 Views
HK Connect SOUTHBOUND Flows (To 26 Jan 2024); ETFs and High Div SOEs Again BIG Buys, Tech Sold
SOUTHBOUND flows were positive on the week but most of the net buying was in the big two ETFs. The trend of buying low PER high div SOEs continues....
522 Views
China Property - Today's NBS Macro-Property Data for September 2023
We slice and dice various metrics for China 'macro-property' data with today's NBS release of the new data for September 2023.
443 Views
China Housing - Demand-Supply Fundamentals Part #1: The "Modern Housing" Argument
How oversupplied is the China housing market? Thinking beyond the current downturn and crisis for many developers, the answer might not be so simple.
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