Also sprach Analyst

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

Posts Tagged Hong Kong

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Companies. 29 July, 2012, 18:57
For many companies, it feels like a hard landing already
Profit warnings are hitting record high in July, suggesting that many companies are facing situation tougher than 2008/09 financial crisis.
Economy, Hong Kong. 30 November, 2011, 19:45
Hong Kong Monetary Statistics For October 2011
All 3 measures of Hong Kong dollar money supply fell on a year-on-year basis for October 2011.
Markets, Stocks. 12 November, 2011, 3:02
Hong Kong/China Mega-Bear Market Update
Here is the latest look of the mega-bear market of Hong Kong/China market and how it looks compared with other big bear markets.
Economy, Hong Kong. 11 November, 2011, 17:22
Hong Kong Narrowly Avoided A Recession In Q3
Hong Kong economy grew by 0.1% qoq after contracting by 0.4%, narrowly avoided a recession in the third quarter.
Economy, Hong Kong. 11 November, 2011, 2:42
HONG KONG: Beware Of EU Banks Cutback; Don’t Count On Others’ Easing
Hong Kong is exposed to cutbacks from European banks, and no one should be counting on other central banks printing money to save Hong Kong.
Economy, Hong Kong. 6 November, 2011, 19:10
Is George Soros Thinking About Shorting Hong Kong?
As Team Soros meet real estate guys in Hong Kong, some speculate that perhaps George Soros is thinking about shorting Hong Kong.
Hong Kong, Real Estate. 5 November, 2011, 19:21
Morgan Stanley Thinks Mortgage Rates In Hong Kong Will Be At 5%
Morgan Stanley thinks that mortgage rates in Hong Kong can rise to 5%, but their view on property prices could be too positive under their rates scenario.
Hong Kong, Real Estate. 1 November, 2011, 2:56
Hong Kong Property: Remarkable Decline Of Transaction Volume
The last leg of the property bull market ran with declining volume. With monetary condition tightened further, price action should follow.
Economy, Hong Kong. 31 October, 2011, 18:28
Hong Kong: Monetary Statistics For September 2011
Year-on-year growth of all Hong Kong dollar money supply measures dipped into negative territory in September 2011 on non-seasonally adjusted basis.
Hong Kong, Real Estate. 20 October, 2011, 15:07
Hong Kong Property: Nam Cheong Site Tender And Mortgage Tightening
The Nam Cheong station site tender was underwhelming, while Citi and BoComm are no longer interested in mortgage business for the time being.
China, Financials. 17 October, 2011, 12:23
Hong Kong Banks Exposure To China Is Larger Than The Size Of HK Economy
As China’s monetary tightening forced some companies to borrow from Hong Kong, Hong Kong banks exposure to China is now bigger that Hong Kong Economy.
Politics & Society. 17 October, 2011, 2:38
Politicians Are Encouraged To Be Idiots By The Public
It looks silly for politicians to prevent problems that no one else foresee in advance. As a result, they would rather be behind the curve and fix them later.
Politics & Society. 12 October, 2011, 14:27
Hong Kong Policy Address 2011-12: Resumption Of HOS
The government finally decides to resume the Home Ownership Scheme (HOS) in an “enhanced” form. Nothing too dramatic, however, has been announced.
Politics & Society. 9 October, 2011, 22:14
Hong Kong Policy Address 2011-12: What To Expect For Housing Policy
The government may do something to curb prices, but it will not be consequential. Property prices are still set to fall regardless.
Economy, Hong Kong. 2 October, 2011, 22:29
Hong Kong: Monetary Statistics For August 2011
Various measures of money supply decreased in August, the latest monetary statistics by Hong Kong Monetary Statistics show.
Economy, Hong Kong. 22 September, 2011, 19:11
Hong Kong: Inflation Eased To 5.7% In August
Headline inflation eased to 5.7% yoy, but the actual consumer price index has fallen on a month-on-month basis for two straight months.
Hong Kong, Real Estate. 21 September, 2011, 2:30
Hong Kong Property: Brace For Higher Interest Rates
Interest rates have been increased by more 200 basis points without the Fed tightens, just as I expected, and it looks likely to continue.
Economy, Hong Kong. 15 September, 2011, 3:20
So You Want To Bet On Hong Kong Dollar Appreciating?
For speculators who want to bet on Hong Kong dollar de-peggin/re-pegging, you are probably going to go through a very boring wait.
Hong Kong, Real Estate. 10 September, 2011, 2:41
Hong Kong Property: Further Warnings On Macro Risks
Monetary tightening in China has taken the steam out of the property market, and it is now vulnerable to the deteriorating global macro shocks.
Hong Kong, Real Estate. 6 September, 2011, 17:14
Hong Kong Property: Mixed Results At Land Auction
The latest land auction produced a mixed result, with the Tseung Kwan O site slightly below expectation, while the other two meeting expectation.