bearish

China Properties: Like Clockwork, Real Estate Investments Haven't Skipped a Beat

Housing FAI in May continued a secular trend that may make or break China's recovery. Inventory drawdowns may afford developers some breathing space. But we are not bullish yet.
584 Views26 Jun 2021 02:39
Stanley has highlighted this Insight as a Top Pick
SUMMARY(Sign Up to Access)
The Smartkarma Preview Pass is your entry to the Independent Investment Research Network
  • Unlimited Research Summaries
  • Personalised Alerts
  • Custom Watchlists
  • Company Analytics & News
  • Events & Webinars
or
Trusted by:
Bloomberg
Societe Generale
SGX
Sequoia
Interactive Broker
Refinitiv
Already have an account? Sign In Now
Full Insight
(Paid Plans Only)
Discussions
(Paid Plans Only)
Logo
Stanley Tsai, CFA
Antler Capital
China & Hong KongFinancialsEquity Bottom-UpThematic (Sector/Industry)
x