Robert Ciemniak

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bearish•Thematic (Sector/Industry)

•09 Oct 2026 01:10

REF China Property Developers In Distress - Weekly News & Announcements Tracker | Oct 3-8, 2026

This note is a weekly (Oct 3-8, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

101 Views

bearish•Thematic (Sector/Industry)

•17 Sep 2026 20:58

REF China Property Developers In Distress - Weekly News & Announcements Tracker | Sep 11-17, 2026

This note is a weekly (Sep 11-17, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

105 Views

bearish•Thematic (Sector/Industry)

•20 Aug 2026 22:44

REF China Property Developers In Distress - Weekly News & Announcements Tracker | August 14-20, 2026

This note is a weekly (August 14-20, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert Ciemniak

102 Views

bullish•Thematic (Sector/Industry)

•07 Aug 2026 22:16

China Housing - A Mid-Year Check 2026

With full June and some July 2026 data, we take a look at where things stand in China's housing markets and compare with expectations from the end...

Robert Ciemniak

140 Views

bearish•Thematic (Sector/Industry)

•31 Jul 2026 13:59

REF China Property Developers In Distress - Weekly News & Announcements Tracker | July 24-30, 2026

This note is a weekly (July 24-30, 2026; select weeks on SK) curated selection of Chinese news articles and company announcements focused on...

Robert is the Founder-CEO & Chief Analyst of Real Estate Foresight Ltd (REF) (www.realestateforesight.com), an independent analytics, research, and consulting firm based in Hong Kong and focused on the Mainland China property markets. Since 2012, REF has been helping investors with market research, project due diligence, and strategy development. This has ranged from detailed assessments and estimates on distressed developers' project portfolios to market due diligence on specific projects to macro-level questions linked to demand for commodities. The unique combination of the housing markets and developer data from data partner China Index Academy in Beijing, primary research, and technology-powered alternative data collection from public sources result in a valuable content set used ...