Oct-Nov California Home Sales Wobble, Plus Big Decline in Re-Fi Pool; Stay Short US Home Improvement
California October-November price and sales data mixedSince our last note on this topic on November 16th, the California Association of Realtors...
341 Views
Vocational Education in China Will Be the New Sexy
In the higher education space within China, we like educational operators that focus on vocational training programs. Both Minsheng Education (MSE)...
508 Views
Electric Vehicle in China, Who Is the Winner?
The Chinese government has finally provided the push for EV sector in China needs. However, there are companies out there claiming the subsidies...
289 Views
Cash Declaration at Customs Not a Risk for Macau Gaming, but Potential Capital Control Measures Are
In our view, the Macau government’s proposal for declaration of cash and cash equivalents over MOP 120,000, or USD 15,000, at the border will not...
290 Views
[Home Prices & Mortgage Rates Up] + [Weak Guidance From HD, LOW] = Stay Short Home Improvement Names
Back in late September we analyzed the latest numbers coming out of Southern California's suburban real estate market and concluded that it would...
272 Views