China Property - Leveraging The Households
It's the households that are increasing leverage by taking on more mortgage debt, relative to the growth in new home sales, whereas the developers'...
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FX Update: Portfolio Inflows into China Down 60%
Despite the small year to date decline of the RMB and the relative uncaring attitude of the market, there are reasons so suspect the underlying...
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China Property: Which Cities Perform Best On New Home Sales Price And Volume Growth (July Data)?
In our CityScreener(TM) monthly ranking of cities, we assess the housing markets in 54 major cities in China on four metrics: 12-month house price...
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Logic Behind Evergrande Buying Vanke and New Phase of China's Property Markets
China Evergrande (3333 HK) has quietly and quickly built up a near 7 percent interest in Vanke this month, while the intentions behind this...
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China Stock Market Confidence
Xinhua, the Chinese state news agency, tells us this week that domestic stock market confidence has fallen steeply. Using a measure of 54.9 in...
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