Robert Ciemniak speaking at Beryl Elites Conference in New York

Earlier today on our panel ‘The Advancements in Technology Behind Data’ at Beryl Elites¬†3rd Annual Beryl Elites Conference in New York. Some dose of skepticism on the promises of quantum and AI ‘always 5 years away’; proven major change from the cloud and open source as the buy side integrates data into their operations; some[…]

China housing: lower-tier cities are no longer the driver of the volume growth

China housing: lower-tier cities are no longer the driver of the volume growth for new homes. The green line on the chart below shows what the national sales volume growth (YTD Y/Y) would have been if we had excluded the lower-tier cities (i.e. only using data for 4 Tier-1 and 36 Tier-2 cities). They were[…]

Alt Data on Rental Housing in China

China rental housing sector will be getting more attention with two major providers recently filing for the IPOs in the US. Real Estate Foresight published a primer on the sector, “ULTRA China – Urban Long Term Rental Apartments” a year ago (available on request for institutional investors and funds). At Robotic Online Intelligence (ROI), we[…]

Some points from the latest monthly China Property report by Real Estate Foresight

Some points from the latest monthly China Property report by Real Estate Foresight covering the signals from the property markets: 1) Sales volumes remain resilient, without much change from the high 2018 base, driven in recent months by the strength of the Western region 2) Higher-frequency weekly data for a sample of 13 major cities[…]