Real Estate

Executive Summary China: Can The Economy Recover Without Housing Revival Can The Economy Recover Without Housing Revival…

Executive Summary China's Unemployment Questions From The Road…

Executive Summary Buying a home is now more expensive than renting in many parts of the world. In the US and UK, disappearing homebuyers combined with a flood of home-sellers will weigh on home prices over the next 6-12 months. Falling employment and…

Executive Summary Analysts Have Little Confidence In Their Forecasts Analysts Have Little Confidence In Their Forecasts…

In this <i>Strategy Outlook</i>, we present the major investment themes and views we see playing out for the rest of the year and beyond.

Executive Summary Depressing Housing Market And Service Sector Activity Depressing Housing Market And Service Sector Activity…

In lieu of next week’s report, I will host a Webcast on Monday, June 27 to explain the recent market turmoil and how to navigate it through the second half of 2022. Please mark the date, and I do hope you can join. Executive Summary The recent sharp…

Dear Client, In lieu of our weekly report next week, I will be hosting two webcasts with my colleague Arthur Budaghyan, Chief Emerging Market Strategist: Time To Buy EM/China? June 23, 2022 9:00 AM EDT (2:00 PM BST, 3:00 PM CEST) and June 24, 2022 9:…

Executive Summary Chinese Infrastructure Investment Growth: A Slowdown Ahead Chinese Infrastructure Investment Growth: A Slowdown Ahead…

Listen to a short summary of this report.       Executive Summary Chinese Stocks Are Relatively Cheap Chinese Stocks Are Relatively Cheap…