Yangtze Delta’s Single-Focus Cities are Diversifying their Economies Many cities in the prosperous Yangtze River Delta are famous for having a unique industrial orientation. Taizhou, for example, is known as the shipbuilding city, Kunshan…
Painful Soft Landing for China’s Housing Market No matter the asset class, dramatic price booms are often followed by an even more dramatic price plunge that destroys the wealth of many. The…
Space is still expensive but the balance of power has shifted towards tenants Just a few years ago, when occupancies in Shanghai’s office market were as high as 96%, tenants had to…
The opportunities and cost advantages may be greater than ever, but they now come with higher risk...
Investments are often speculative, sometimes made without considering...
Misconceptions around China’s Real Estate Industry Woes With the quasi-bankruptcy of Evergrande...
News reports and political speeches may have you thinking otherwise, but...
Effect of China’s recent shutdowns on its GDP, global trade and real estate The successful strategy for containing the coronavirus that China used in earlier stages of the pandemic is not working…
Strange measurementsFor many years now, officially reported measures of inflation such as the Consumer Price Index (CPI) have been lower than the inflation that urban dwellers seem to experience in…
The unfolding bankruptcy-slash-bailout of Chinese real estate developer Evergrande is a massive headache for thousands of the giant company’s stakeholders, and reflects risks of over-leveraging in the real estate sector that accounts for…
