Shanghai/​​Shenzhen Connect Ideas: $3 Bn Inflows, $168 Bn of Holdings (2019-09-20)
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
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Industrial Capsule: Real Estate Activities in China
China stays in control of its housing market, amid ballooning property prices The mortgage market witnesses strong recovery, but a slowdown is...
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China Housing: The Cyclicality of City-Level Markets
Chinese housing markets have been highly cyclical and the cycles relatively short. We apply our China Housing Eye(TM) property-clock-type...
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China Property: The Case Of Shanghai - July Update
In December last year, we assessed market conditions for the housing (new homes sales) market in Shanghai. Some six months later, we are looking at...
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China Property: New Homes Sales Volumes Slow Down, Diverge Across Tiers and Cities (June/May Data)
In this note, we continue looking in greater detail into the dynamics of new home sales volumes in China in gross floor area terms with the latest...
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