Hong Kong Property Prices – Curated News Brief (Sep 20) – From ROI

What next for Hong Kong property prices? From our sister venture Robotic Online Intelligence – a selection of recent local news/headlines about the Hong Kong property markets – focused on the market price signals and views and opinions from a wide range of local sources (translations via Google API): https://lnkd.in/fr7WpTP Search and selection powered by[…]

Robert Ciemniak Speaking At HSBC 3rd Annual Asia Credit Conference

As bonds issued by Chinese property developers make up a large share of the global high-yield universe, the significance of the Chinese housing markets goes far and beyond their local nature. Robert Ciemniak presented and joined the panel “The Forces Shaping China’s Property Sector” at HSBC 3rd Annual Asia Credit Conference in Hong Kong on September[…]

Western Media Sentiment On China vs Stock Market Performance

Exploring the relationship between our Western media headlines sentiment index on China (the blue line) and the Shanghai stock market index (red). No overall statistical pattern but there are some periods of strong correlation. It could be explained through the media reports simply covering extensively the latest market movements, though we use a moving average[…]

Video: Robert Ciemniak Speaking At Beryl-GTCOM Greater China Alternative Investments Conference in Beijing

Panel on digitization and technology disruption at the Beryl-GTCOM Greater China Alternative Investments Conference in Beijing. Robert’s 6 minutes on the case of China real estate – the scale and significance of the housing markets, surprising data transparency, what drives interest in data and analytics, our experience with data driven predictions, and the value of[…]

From China Property Report – August 2019

Some charts highlights from the latest monthly China Property report by Real Estate Foresight covering the latest signals from the housing markets. The charts below: i) the PSL (Pledged Supplementary Lending) outstanding loans decline for the third consecutive month; the PSL scheme – where PBoC lends to policy banks who lend to local governments to[…]