Visualising China House Prices

This heatmap from Real Estate Foresight illustrates the patterns of the year-on-year house price growth in China for each of the major 70 cities (each little row) and overall across these cities, between January 2011 and February 2018, using the monthly price index data from the National Bureau of Statistics, including the latest for February,[…]

Chairing PERE Asia Summit 2018

On March 7, Robert Ciemniak, the Founder-CEO of Real Estate Foresight, chaired the first day of the 11th PERE Asia Summit in Hong Kong. 500 attendees from around 30 countries over two days. How interesting that the technology impact on real estate gets more and more prominent in the discussions at such key industry events[…]

“Are safe havens always preferable to higher risk places?” PERE Asia Panel

“Are safe havens always preferable to higher risk places?”. This was the panel discussion moderated the other week by Robert Ciemniak, the Founder-CEO of Real Estate Foresight, at the 11th PERE Asia Summit in Hong Kong. As the rich pricing in the gateway cities continues to direct investors’ interest (though not necessarily action, as the[…]

For the (Chinese) love of AI…

An interesting piece in NYT on China and the AI race. Another major development was the 3-year Action Plan released by the Ministry of Industry and Information Technology of China in mid-December, to develop the AI industries in China over the period 2018-2020 ài (愛): “to love; to be fond of; to like; affection; to[…]

2018 Forecast

Real Estate Foresight has published the 2018 Forecast for China housing markets, now the 5th year of our annual forecasts. Our main scenario is a gradual slowdown in the y/y price growth, with sales volumes slowing further but proving more resilient. Watch the land supply as the key factor for 2018, and the ‘city rotation’[…]

6th Annual China Property Outlook seminar by Real Estate Foresight

In January, we held our 6th annual China Property Outlook seminar by Real Estate Foresight in Hong Kong. Big thanks to Baker McKenzie for hosting the event, and to the guest speakers including Warut Promboon蔡善其 (Bondcritic), Dr Jim Walker (Asianomics), Rico Chan (Baker McKenzie) and David Schlesinger (Tripod Advisors).

Applying AI / Machine Learning To Identify Patterns In China Housing Markets

Real Estate Foresight has published a series of notes to clients under the theme “In Pursuit of Patterns”, revealing some interesting patterns (or lack thereof) found among the key indicators for the China’s housing markets (house prices, sales volumes, land sales) and their relationship to the overall stock market and Chinese developers stocks. Available to[…]

Real Estate Foresight – China Property November 2017 Report

Real Estate Foresight has published the flagship monthly China Property report for November 2017, the most comprehensive analysis of the China housing markets, covering house prices, sales volumes, inventory, land sales, construction indicators, developer performance and an extensive range of macro indicators, as well as the Western media sentiment. Available to China Forecast subscribers only[…]