china property

China Property Prices: The Chinese property market downturn extended through January, with the majority of cities seeing prices fall vs December, and close to 50% of...

The demise of Chinese property developers is likely to be the credit story of the year. But as Jonathan Rochford writes, without government intervention it could also...

Evergrande is not a rogue operator. Evergrande is merely the largest and most indebted property developer in a country full of large, indebted property developers. How...

A few weeks back we wrote on the escalating situation in China and the risk of default in the largest and most leveraged developer, Evergrande - Bumpy road ahead for...

The heightened US-China relationship tensions since the Trump administration have forced China to re-finesse its domestic economy priorities. This backdrop makes the...

This week the "Chart of the Week" is focused on the outlook for China's property market. The Chinese property market is perhaps one of the most important markets in...

We have written on the China “marvel” before and continue to scratch our head on this enigma and the sustainability of it. You have to give them huge credit for what...

If you care about the outlook for the iron ore price then you care about the outlook for the Chinese property market. A simple analysis shows that a major driver, if...

One of the themes I looked at in the latest edition of the Weekly Macro Themes was Chinese fixed asset investment. One aspect of particular interest - especially for...

State owned entities in China have a history of taking on large amounts of debt to build white elephant projects. A recent surge in investment by SOEs means Australian...