Brief Thematic: China Housing: Cities Without Tiers – An Alternative Data Cut With Illuminating Patterns and more

In this briefing:

1. China Housing: Cities Without Tiers – An Alternative Data Cut With Illuminating Patterns

1. China Housing: Cities Without Tiers – An Alternative Data Cut With Illuminating Patterns

Beyond the aggregate figures, most investors interested in China housing markets would look at the breakdown by Tier. We introduce a few alternative ways to cut the house price growth data, illustrating some consistent patterns that could be more meaningful for any investment thesis than the simple by-tier.