In Pursuit of Patterns: The Most Idiosyncratic Cities In China

China housing is not one market, but it is not 600 different markets either. There are some clear patterns in how some cities behave similarly in their direction of the house price growth, and some exhibit very unique behaviour. A finer understanding of these patterns can help investors better assess the risk in city selection strategies[…]

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[…]

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[…]