The Advancements in Technology Behind Data – Full Video of our Panel Session at Beryl Elites Conference in New York

Satellite radars, alternative data from the use of SaaS products and IoT sensors, quantum computing questions… plenty of new applications but keep in mind the risks around algorithms, overfitting, and how things need to come together operationally for the buy-side user – where the cloud has made a real difference thus far; exciting topics with[…]

What Next for Hong Kong Property Prices?

What next for Hong Kong property prices? Here’s our updated Curated News Brief with the recent local news/headlines in December 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): A range of forecasts for 2020: 1)[…]

China Data Puzzle

China data puzzle: how come there is such a gap between the reported property new starts and completions? At the first glance (chart below), this looks concerning. But the correct data interpretation in China often requires a much more detailed view. The two data points may have different definitions/scope of coverage. The sales figure composition[…]

What sustains the China new home sales?

China Property: sales volume growth in 2019 at a national level in gross floor area has surprised many with its resilience (see the red line on the chart below – year-to-date year-on-year measure, all property not just residential), but what has contributed to that growth? In a by-region cut, it is clear that the Western[…]