Shanghai/Shenzhen Connect Ideas: Ping An, Han's Laser, Hikvision, East Money (2019-07-19)
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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China Housing: Highlights From the 'Baywatch' Report On The Greater Bay Area (GBA)
Following on from our original note on the Guangdong - Hong Kong - Macau Greater Bay Area (GBA) from the day of the blueprint announcement on...
774 Views
China Housing: Volumes Growth Up, Land Sales Down, Prices Up (April NBS Data)
A commentary on the latest official data on China housing markets from the National Bureau of Statistics (NBS) released today and yesterday. Price...
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China Housing: If Cities Were... Stocks - How Have City Tiers Impacted Returns In The Recent Years?
We assume that the growth in the house price index of 100 major cities represents the overall 'portfolio' return and calculate how removing Tier-1,...
590 Views
China Housing: The Puzzling Price Growth - October NBS Data
Here's a puzzle. How come the NBS metrics show an accelerating house price growth in October when you hear all the news and anecdotes about...
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