China Data: New Home Sales Growth Higher at 27.1% YTD Y/Y (Jan-Sep), Before New Wave Of Restrictions
In September, national new home (“commercial residential”) sales GFA increased 35.3% YoY and 27.1% YTD YoY, compared to 19.1% and 25.6% in August,...
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Latest Signals For China Housing Market Cycle - Peak Or Not?
China housing market may be confusing when you watch it from further afield: how do you square house price bubble trouble (not only in Tier-1...
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China Housing: Strong Recovery but Debt and Vulnerabilities Rise
In this post, Evidente draws on recent analysis undertaken by the RBA of developments in China's residential property markets. Thanks to a number...
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Avoid the Steel Trap: Fundamentals Indicate Trouble Ahead
With U.S. steelmaker stocks having rallied sharply after a painful 2015, shares are now pricing in much better times ahead. Given the impact of...
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Lithium Hydroxide up 38% YTD; FMC Increases Lithium Production
Fmc Corp (FMC US) announced that it will increase lithium production on the back of a long term supplier contract with a major electric...
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