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Karen Zhou
Article 2 min read

Chart Room: Why China is all aglitter over gold

China’s onshore gold price premium has expanded, spurring cross-border arbitrage and calling for stronger policy measures to shore up confidence.

Karen Zhou + 2 others | 28 September 2023

Fiona Shou
Article 2 min read

Fundamentals: Why China’s tentative, two-speed housing market recovery is still on track

China’s residential property market rebound continues at a slow and steady pace, despite diverging performance between new and existing home sales.

Fiona Shou + 2 others | 8 June 2023

Aditya Khowala
Blog 3 min read

Chart Room: US housing dip may hit sentiment hard

US real estate was at the centre of the financial crash in 2008. The US housing sector is back in focus again as unaffordability returns to peaks from 2005-7

Aditya Khowala + 2 others | 13 October 2022

Catherine Yeung
Podcast 33 min listen

The Investor's Guide to China podcast: Common Prosperity

The phrase "common prosperity" has certainly been getting a lot of air time recently, both domestically in China as well as around the world.

Catherine Yeung + 7 others | 7 June 2022

Shashank Manchanda
Blog 2 min read

Chart Room: Home is where the supply shortage is

Supply has never looked tighter in the US housing market. Construction backlogs persist and prices climb as homebuyers appear undeterred by looming rate hikes.

Shashank Manchanda + 2 others | 27 January 2022

Anna Stupnytska
Blog 2 min read

Price moderation is an encouraging sign in the global housing market

Price moderation in some overvalued housing markets is an encouraging sign, as it is due mostly to supply-side policy measures rather than weakness in demand.

Anna Stupnytska | 13 December 2018

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