China Housing: Forecasts Vs Actuals - Mid-Year 2024 Check And... Some History
Our annual 'draw the line' forecast, by market participants in early 2024, of China's new home sales shows the reality (data to July) proved more...
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China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024
Before getting into the forecasts for 2024, reviewing how the past forecasts fared vs the actuals can be quite illuminating, here is the case for...
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NWD (17 HK): Edging Towards A Bailout
I'd still avoid NWD. There was a time when Beijing might have arranged help for a distressed HK tycoon. Hong Kong developers no longer carry the...
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New Stamp Duty Negative on Transaction Volume in the NearTerm
The Hong Kong government announced a new ad valorem stamp duty, or AVD, late on Nov. 4. Effective Nov. 5, except for first-time homebuyers who are...
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Hong Kong Beats Moody's but Loses Big
On March 31, Hong Kong’s Securities and Futures Appeals Tribunal largely upheld the findings of the Securities and Futures Commission (SFC) against...
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