Archive for January, 2011File not found. Hong Kong Property: My Prediction for 2011
I am cautiously optimistic on Hong Kong property market for 2011, but less so for 2012.China Real Estate: Property Tax is coming
Shanghai and Chongqing might be the first two cities to collect property tax, which is the taxation that everyone dreaded.Hong Kong Property: How much higher can Real Estate prices go (Jan 2011 Edition)?
I once again do the probably-not-entirely-correct statistical analysis and see how things have changed in the Hong Kong Real estate market. The answer is: very little.Chart: Yield Curve inverted?
In the China interbank market, it is now more expensive to borrow for 2 months than 1 year. It shows tightened liquidity in the short-end, although whether it predicts recession is too early to say.US Economy: strong ADP number makes the case for earlier-than-expected rate hikes?
The strong job number, if anything, strengthens the case for an ealier-than-expected rate hike.China Real Estate: Skyscraper Index Revisited
Although Burj Khalifa’s record height won’t be broken by any buildings any time soon, it does not mean that the bubble in China real estate is not a threat to the economy.Return of Inflation?
Like it or not, but inflation is oddly all around now. If you think that interest rates will remain low for extended period of time, you might need to re-think.
Politics & Society. 4 January, 2011, 16:50Inequality and Monetary Policy
If you (like many Marxists) think Li Ka-shing is evil because he is rich, you just did not get it. It’s the monetary policy, stupid.Real Estate: Global Views in 2011
Comparing real estate markets across countries is like comparing apple with orange. But this is a challenge I am willing to take.