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Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Mo Ji
Blog 2 min read

Chart Room: Digging into China’s GDP growth

A sharp decline in excavator utilisation reflects China’s property-and-infrastructure-induced slowdown, but it also boosts the case for strong policy response.

Mo Ji + 3 others | 21 October 2021

Terrence Pang
Blog 3 min read

Time to look beyond Evergrande and China’s ‘too big to fail’ era

Property giant China Evergrande’s woes are better understood as a controlled explosion, rather than an unexpected disaster.

Terrence Pang + 3 others | 24 September 2021

Paras Anand
Article 4 min read

After the selloff, what next for China equities?

A spate of regulatory actions across several sectors in China rattled markets and sent shares tumbling, but some of this selling appears overdone.

Paras Anand + 2 others | 29 July 2021

Timothy Foster
Blog 1 min read

Chart Room: Gimme shelter (from inflation)

Shelter inflation continues to hold the key for forecasting inflation pressure in the US.

Timothy Foster + 2 others | 29 July 2021

Timothy Foster
Blog 1 min read

Chart Room: Keep an eye on housing rents when tracking inflation

Some key considerations make us more constructive on US rents for the year ahead, particularly soaring home purchase prices.

Timothy Foster + 1 other | 18 February 2021

Adrian Benedict
Article 8 min read

The New Prime: Cashflow trumps location for real estate investors

The New Prime: Cashflow trumps location for real estate investors

Adrian Benedict + 1 other | 24 June 2020

Ming Gong
Blog 4 min read

Delayed demand making its return to China’s property market

New home sales are recovering faster than expected in China. This has big implications for domestic demand and the macroeconomic outlook.

Ming Gong + 2 others | 8 April 2020

Alex Zhang
Blog 3 min read

China property: Houses are for living in, not for speculation

A cross-asset analysis shows China’s property sector faces demographic headwinds, but opportunities exist thanks to improved liquidity and diverging policy.

Alex Zhang + 1 other | 31 May 2019

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