Also sprach Analyst

Investment Analysis, China Economy, Global Economy, Real Estate and Financials

Real Estate

The latest analysis and updates on global property/real estate. Hong Kong, China, and the rest of the world.

China, Real Estate. 18 July, 2011, 10:52 China: Home Prices In June 2011
More cities are recording falling prices, but more are recording slowing prices growth in June.
China, Real Estate. 17 July, 2011, 1:48 China Real Estate: Blowing The Bubbly Bubble
As far as curbing real estate prices in China, the government seems to be still very determined as further purchase restrictions are being considered.
Hong Kong, Real Estate. 29 June, 2011, 2:09 Hong Kong Property: Scramble To Sell?
SHKP, Cheung Kong and Hang Lung may be selling in full force within weeks, while Swire Pacific is selling one of the most valuable properties in town.
Real Estate, World. 28 June, 2011, 21:53 United States: S&P/Case-Shiller Indices Show Some Stabilisation
Housing prices appeared to have stabilised somewhat in the United States, but true recovery is still far from assured.
China, Real Estate. 24 June, 2011, 16:11 Ronnie Chan On Moral Hazard In The China Real Estate Sector
Ronnie Chan thinks that the Chinese government has created a moral hazard for real estate developers. The solution for that is to let them fail.
Hong Kong, Real Estate. 23 June, 2011, 21:40 Hong Kong Property: Did You See The Crash Coming In 1997?
Very few people now believe that property prices in Hong Kong can fall. Back in 1997, it was just the same: very few saw the crash coming.
Hong Kong, Real Estate. 21 June, 2011, 18:57 Hong Kong Property: Sometimes, Rising Rent Does Not Mean Much
The current trend of rising rents does not mean the property prices in Hong Kong cannot fall. On the contrary, rents will fall after prices correct.
Hong Kong, Real Estate. 20 June, 2011, 23:47 Walter Kwok: Hong Kong Property Market Is Peaking
Walter Kwok of Sun Hung Kai Properties thinks the property market is peaking, while Cheung Kong buys yet another site for HK$801 million.
Hong Kong, Real Estate. 20 June, 2011, 23:05 Hong Kong Property: On Policy Risks
The perceived policy risk is rising, yet the biggest concern remains with the global macro environment, and in particular, China.
China, Real Estate. 20 June, 2011, 4:45 China Real Estate: A Random Reflection
It is quite easy to find empty apartment buildings in China, random thoughts on debts as well as the latest move of Starwood Hotels in China.
China, Real Estate. 18 June, 2011, 14:53 China: Home Prices In May 2011
Real Estate Prices in China remain resilient for now, as the latest data from the National Bureau of Statistics shows. More tightening is warranted.
Hong Kong, Real Estate. 16 June, 2011, 15:40 Hong Kong Property: Rising Macro Risks
The global macro risks are escalating, and all will be very negative for Hong Kong property market. Reiterate bearish stance.
China, Real Estate. 15 June, 2011, 13:02 S&P Cuts The Outlook For Chinese Real Estate Developers To Negative
Standard & Poor’s cuts the outlook for Chinese real estate developers from stable to negative.
Hong Kong, Real Estate. 10 June, 2011, 18:11 Hong Kong Monetary Authority Tightens Residential Mortgages Again
The Hong Kong Monetary Authority just announced tougher measures to curb property prices in Hong Kong.
Hong Kong, Real Estate. 10 June, 2011, 15:28 What Are Hong Kong Property Developers Doing?
Lee Shau-kee is sobering up a bit, while Ronnie Chan seems to be planning a massive sell-off of its inventory.
Hong Kong, Real Estate. 9 June, 2011, 16:23 Hong Kong Property: Upside and Downside Surprises in Land Auction
Cheung Kong spend HK$12 billion and bought two pieces of land. One was a bargain, another was insignificant.
China, Real Estate. 7 June, 2011, 13:44 Beijing Real Estate Transaction Drops During Long Weekend
Beijing market continued to cool during the long weekend. Transaction volume declined compared to other long weekends earlier this year.
China, Real Estate. 2 June, 2011, 13:00 China: Real Estate Prices Rose By 0.53% In May
Real estate prices in China are staying at stubbornly high level in May, rising 0.53% compared with the previous month according to CREIS.
Hong Kong, Real Estate. 1 June, 2011, 19:01 Residential Properties Market Yields Revisited
Yields are hovering around historically lowest levels. That means, alternatively, price-to-rent would be at historically highest levels
Real Estate, World. 1 June, 2011, 15:50 Canada Real Estate Prices Driven Up By Chinese Buyers
We see yet another report suggesting that Vancouver Real Estate is driven up by Chinese buyers, making it less affordable for the locals.