Delivering Global Macro Investment Insights

DeSaque Macro Research

DeSaque Macro Research Limited was formed by Said DeSaque in April 2012 with the view to delivering global macro investment insights aimed at providing new ideas to clients.

Said DeSaque has over 26 years of experience working as a professional economist in financial services. Prior to establishing DeSaque Macro Research, Said held positions as Senior Economist at Robert W Baird and William Blair. He began his career as a graduate at PaineWebber in 1986, where he eventually became Head of the London Economics Department.

Said takes a very keen interest in international relations, along with their implications for economic development. His research interests include the economic transformation of China and its implications for global capital markets, particularly in the United States. He is a member of Chatham House in London.

The US economy and capital markets have historically been Said’s main focus of attention. He frequently presents his views to institutional investors in diverse geographic locations. In recent years, Said has also been carefully monitoring economic developments in Asia, particularly China and Japan.

China's Housing Market: Heading Closer Towards an Eventual Bottom

Avoiding a Lost Decade: China’s Real Estate Adjustment Reaches Critical Juncture in 2024

Stabilising China's Residential Property Market Produces Unintended Consequences

Global Economist, DeSaque Macro Research

Said Desaque

Global Economist

Macroeconomics

<ul>
<li>Vibrant secondary home sales have emerged, particularly since supportive measures were announced by the government last September. Falling prices have enhanced affordability and triggered the return of buyers.</li>
<li>Premium primary sales have been boosted by relaxed restrictions and "trading up" by existing homeowners, helping private developers. Their hare of primary home sales will, however, still  be squeezed.</li>
<li>China's consumers remain downbeat due to numerous factors, but a weak labour market for younger people has raised the urgency of the government to provide more affordable housing stock.</li>
</ul>


Vibrant secondary home sales have emerged, particularly since supportive measures were announced by the government last September. Falling prices have enhanced affordability and triggered the return of buyers.
Premium primary sales have been boosted by relaxed restrictions and "trading up" by existing homeowners, helping private developers. Their hare of primary home sales will, however, still  be squeezed.
China's consumers remain downbeat due to numerous factors, but a weak labour market for younger people has raised the urgency of the government to provide more affordable housing stock.


China's Housing Market: Nascent Signs of Stabilisation Emerge