Posts Tagged Property
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China, Real Estate. 19 April, 2012, 13:41
Chinese real estate private equity industry as giant loan sharks
The RMB100 billion real estate private equity industry in China is essentially just a giant loan sharks industry.
China, Real Estate. 19 March, 2012, 15:00
S&P: China’s real estate developers will face more liquidity problems
Bei Fu of S&P thinks China’s real estate developers will face more liquidity issues as more price cuts will be likely and refinancing risk increases.
China, Real Estate. 30 January, 2012, 13:04
Bubble Watching: Hainan Edition
Do you really need so many properties?
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.
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, Real Estate. 4 October, 2011, 13:21
China Real Estate: Some Anecdotes As Told By Deutsche Bank
Deutsche Bank is now expecting the Chinese property market to fall by 10% in the next 4-6 months, but not anything more than that.
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.
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.
Hong Kong, Real Estate. 23 August, 2011, 0:36
Hong Kong Property: Rents And GDP Growth
Rental growth tracks with nominal GDP growth. If the economy is headed for a recession in the coming quarters, rental growth will stall.
China, Real Estate. 18 August, 2011, 12:09
China: Home Prices In July 2011
Home prices growth in China continues to moderate, but not much correction has been seen so far amid monetary tightening and prices curbing.
China, Real Estate. 18 August, 2011, 0:16
Scrambling To Sell Properties: Wenzhou Edition
Cash-strapped real estate speculators and business owners are scrambling to sell their properties amid tightening of bank credits in Wenzhou.
Hong Kong, Real Estate. 15 August, 2011, 15:56
Hong Kong Property: What’s Important And What’s Not
The global macro risks remain to be the key thing to watch for the Hong Kong property market. More downside will be possible if the macro picture deterioriates.
Hong Kong, Real Estate. 9 August, 2011, 15:20
Hong Kong Property: Nasty Surprise At Land Auction
The government land auction today was a nasty surprise, with Sino and Kerry-led consortium won the site at opening bid, way below market expectation.
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.
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.