US' Quantitative Tightening; Chinese Regulators’ Push for Deleveraging
The S&P 500 (SPX INDEX) fell by 5.2% last week and now stands 8.8% below its record high of 2873 on January 26. A combination factors...
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Exports Driven Chinese Housing Market Stabilization; Expect Liquidity Tightening After Luna New Year
Consistently throughout our coverage of the housing market in China, we made it clear that: 1) the real estate market is the lynch pin of the...
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China's Credit Tightening & Local Housing Policies to Support T2-3 City Urbanization
Post 19th Congress Credit Tightening & Housing Market DestockingWe expect the physical housing market activities nationwide to continue their...
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Today's China Property And Macro Data: New Home Sales Better Than Expected, Land Sales Accelerate
The National Bureau of Statistics (NBS) just released the key data for November, related to property sales and investments by developers at a...
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Asia Real Estate Equities: In Search of Value in the Asia Ex-Japan Property Developer Universe
Following our insight, CapitaLand: A Critical Review - Slowing Pace of Asset Recycling, Is the Model Still Relevant? which illustrated the...
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