SCMP picked up my interview with The Peak – risks are rising yet in my view China housing remains one of the largest, most intriguing, fascinating and complex markets, so significant to China’s economy and hence the world… Full Article Here
This animation shows how the China’s housing markets have been cooling on price growth on a year-on-year and month-on-month basis since the peak of September 2016 to August 2017 – based on price index data from NBS
Discussing the subtleties of China’s housing markets in The Peak magazine in Hong Kong
This chart shows what really changed in the China housing market between January and June this year, using the year-on-year house price growth rates for 70 cities (NBS data). Back in January, there were quite a few cities in the 20%+ bucket. They subsequently cooled off, while the longer tail rose across, slightly. From our[…]
China property (new homes) sales volumes continue to cool down in major cities in July, down around -16% year-to-date y/y for our 20 cities sample for the week ending July 16, esp. those subject to home purchase restrictions and policy tightening. That’s in contrast to the strong growth in June at a national level (+13.5%[…]
A property-clock type visualisation for China residential markets: China Housing Eye(TM) from Real Estate Foresight, produced programmatically. Note in the top chart based on Apr-May 2017 data, how almost all the cities among the 70 major cities have positive 12M price growth but within that the spread of growth rates is very wide. The second[…]
It was a pleasure to chair the PERE China Forum 2017 last week in Shanghai. I felt there was less talk on markets overall and more on very specific real estate ‘products’ this year across all sectors and niches; interesting to hear perspectives on inbound and outbound investments from leading players including Fosun, Vanke and[…]
Reuters article mentions Real Estate Foresight and its innovative use of alternative data / local news scanning, Link to Full Article
At Tsinghua University in Beijing, just had a chance to give a guest lecture on our experience with the application of machine learning and data mining to forecasting Chinese house prices. A very engaged group of students!
China House Prices From A Different Angle – https://lnkd.in/fgrmGGq – our 3D-in-motion production – you can see how the house price (SouFun data) gap has widened between Beijing, Shanghai and Shenzhen vs the rest over the past 5 years, especially in the latest up-cycle. Data till Nov 2016.