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Category: “Real Estate”
Investing in emerging market real estate news.
- China Overseas Land & Investment (HKG: 0688 / OTCMKTS: CAOVF): A Value Stock Building Momentum?
- Chartbook #194 Can Beijing Halt China’s Housing Avalanche? The Most Important Economic-Policy Question for 2023? (Chartbook Substack)
- LEFT TO ROT: Inside China’s Apocalyptic ‘Ghost Cities’ Where 65Million Homes Lay Deserted as Communist Party Faces Economic Chaos (The Sun)
- From Hong Kong to Malaysia, Property Markets Set to Decline: IMF (Nikkei Asia)
- What’s Going on in the Chinese Real Estate Market? (Yielddive)
- Fifty Million Empty Flats Threaten to Plunge China’s Troubled Property Market Further Into Crisis, Warns Think Tank (SCMP)
- Confiscation Next: China May Seize Undeveloped Land From Distressed Real Estate Companies (Zero Hedge)
- China’s Housing Crisis is an Institutional Crisis (Andrew Batson’s Blog)
- Dominoes – #13: On Bad Debt and Chinese Banks (The Last Bear Standing)
- “We Decided To Stop Paying:” China’s Mortgage Payment Boycott Spreads As Property Suppliers Refuse To Pay Their Bills (Zero Hedge)
- Does the End of China’s Love Affair With Property Spell Heartbreak for Investors? (Federated Hermes)
- Evergrande and China: A Lehman Moment—or Less “Grande” Than That? (Franklin Templeton)
- Evergrande Explained (KraneShares)
- Evergrande on Brink of Collapse: 4 Things to Know (Nikkei Asia)
- Letter From Asia: Evergrande is No Lehman (Nuveen)
- Asian Retail Resilience: Have Store Hours Affected Performance? (MSCI)
- Don’t Worry About Swiss Franc Mortgages in Poland? (FT)
- Gary Shilling: 9 Investment Ideas for the Current Risk-On World (Business Insider)
- EXS Capital’s Solberg: China’s Property and Steel Sectors Look Interesting Now (CMN)
- The Crimea: Already The Next Hot Real Estate Market? (MT)
- Redefine Properties Ltd (JSE: RDF / BLN: R7H1): Load Shedding Hits Earnings-Dividends But There is Growth in Poland
- The Chinese Property Market: The Most Important Industry Globally Which Few Understand (Platinum Asset Management)
- Kyle Bass: China’s Xi Intentionally Crashing Property Market, Preparing For War (Epoch Times)
- Chinese Stocks Could Plunge by 20% if Real Estate Troubles Get Much Worse, Morgan Stanley Says (CNBC)
- Stocks, Bonds, Real Estate & The Dollar Are About To Get “Vaporized” (QTR’s Fringe Finance)
- Kitty Special: This Month in China, July 2022 (Twitter Thread)
- China’s Central Bank Seeks to Mobilise $148bn Bailout for Real Estate Projects (Financial Times)
- The Coming Removal of the Mandate in China, Part 4: Oil (General Crisis Watch)
- Suppliers of Delinquent Developers Complain They Can’t Pay Their Bills (Caixin)
- China’s Property Troubles Have Pushed One Debt Indicator Above Levels Seen in the Financial Crisis (CNBC)
- China Will Not Be Able To Offset Its Property Bubble Easily (Daniel Lacalle)
- Evergrande Debt Crisis Shines Light on China Real Estate Bubble (Nikkei Asia)
- China beyond Evergrande: Contagion or containment? (PineBridge Investments)
- Evergrande Crisis and Contagion Risks (Franklin Templeton)
- Chinese Technology Firms’ Demand for Office, Research Space Surges as Beijing Pushes for Greater Self-Reliance amid US Tensions (SCMP)
- CLSA Feng Shui Index Predicts a Good Year for These Chinese Sectors (CNBC)
- Russia as Golf’s New Frontier (WSJ)
- BNP Paribas’ Chi Lo: Patient Investors Should Build Up China Exposure Now (CMN)
- Sovereign Wealth Funds Increase Investments in Emerging Markets (SCMP)
- What Crisis? Cashing in on Russia’s Middle Class Real Estate Boom (fDi)
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