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 April, 2011, 12:08 China: Home Prices in March 2011
Official data suggests a slower increase in home prices across the country, but it is too early to claim success in curbing home prices.
China, Real Estate. 16 April, 2011, 21:47 China Real Estate Bubble: Bulls vs. Bears
Just like analysts and pundits, 10 academics offered 10 different views on the China real estate bubble (or the lack of it?).
China, Real Estate. 14 April, 2011, 19:20 Moody’s Downgrades China Property Sector
Moody’s downgraded the outlook for China Real Estate Sector to negative by offering nothing that has not been said here.
Hong Kong, Real Estate. 13 April, 2011, 21:34 Hong Kong Property: They Are Bullish. Or Are They?
While developers sound bullish to the press, actions probably speak louder than words.
Hong Kong, Real Estate. 11 April, 2011, 20:14 Property Prices Are 80% Cheaper Now In Gold Term… So What?
Depreciating 80% against gold doesn’t necessarily mean it is cheap. It probably means that gold is just as bloody expensive.
China, Real Estate. 10 April, 2011, 0:01 China Real Estate: Wen Jiabao Vs. Developers (Round N)
The war of words between real estate developers and the central government was started as developers urged the government to stop curbing.
Hong Kong, Real Estate. 8 April, 2011, 18:15 Charts: Property Prices and Inflation
Here are just a few charts to show the relationship between consumer prices and real estate prices.
Real Estate, World. 7 April, 2011, 16:13 Swedish Real Estate: Supply Shortage Too?
Swedish Housing Minister and the Financial Secretary of Hong Kong has one thing in common…
Real Estate, World. 6 April, 2011, 17:20 Ageing And Asset Prices
This is an aspect of bearish argument for real estate prices which no one seems to understand.
Real Estate, World. 4 April, 2011, 21:37 United States Real Estate: Foreclosuregate Revisited
60 Minutes covered the foreclosuregate, which was a bit of an old news, but worth revisiting.
Hong Kong Property: Looking Downward
Hong Kong, Real Estate. 4 April, 2011, 14:46 Hong Kong Property: Looking Downward
Property prices at the end of this year may be no higher than the beginning of the year.
Hong Kong, Real Estate. 3 April, 2011, 3:32 Hong Kong Property: Home Prices In Real Term
This is just a quick chart of home prices in nominal and real terms, as well as in terms of gold (if we can buy and sell flats with gold), without any conclusion.
China, Real Estate. 1 April, 2011, 3:31 China Real Estate: How The Official Price Targets Become A Joke
While the central government and the public would like to see home prices falling, the local governments are thinking otherwise.
Hong Kong, Real Estate. 31 March, 2011, 15:19 Hong Kong Property: Is Li Ka-Shing Really That Bullish?
Although Li Ka-Shing sounded quite bullish to the press, he might actually be less bullish than he appears to be.
Hong Kong, Real Estate. 26 March, 2011, 23:53 Hong Kong Property: The Impact Of China’s Tightening
The impact of China’s monetary tightening on Hong Kong is now more visible. The last time when China’s tightening had negative impact on Hong Kong was in 1994.
Hong Kong, Real Estate. 25 March, 2011, 22:35 Hong Kong Property: Bull Case Scenario Reached
Home prices have risen to a level within my bull-case scenario forecast. I expect home prices to hover around 100 for some time before any meaningful correction.
China, Real Estate. 24 March, 2011, 5:01 China: The Forgotten Real Estate Bubble Of The 1990s
Here is a little reminder: the People’s Republic of China has seen its first real estate bubble in early 1990s.
China, Real Estate. 22 March, 2011, 0:48 China Real Estate: Ghost Cities (Again)
Adrian Brown investigated the China’s real estate bubble on the ground, including Daya Bay, which is known for its nuclear power plant.
Hong Kong, Real Estate. 21 March, 2011, 2:45 Hong Kong Property: Actually, It’s More Expensive Now Than 1997
In addition to being older now, land leases for all real estates in Hong Kong have 13 years less in their remaining leases’ terms.
China, Real Estate. 18 March, 2011, 10:50 China: Home Prices in February 2011
Home Prices in China were still largely rising in February, but the increase has been moderated. More cities are recording drops in prices compared with January.