As bonds issued by Chinese property developers make up a large share of the global high-yield universe, the significance of the Chinese housing markets goes far and beyond their local nature. Robert Ciemniak presented and joined the panel “The Forces Shaping China’s Property Sector” at HSBC 3rd Annual Asia Credit Conference in Hong Kong on September[…]
Exploring the relationship between our Western media headlines sentiment index on China (the blue line) and the Shanghai stock market index (red). No overall statistical pattern but there are some periods of strong correlation. It could be explained through the media reports simply covering extensively the latest market movements, though we use a moving average[…]
Panel on digitization and technology disruption at the Beryl-GTCOM Greater China Alternative Investments Conference in Beijing. Robert’s 6 minutes on the case of China real estate – the scale and significance of the housing markets, surprising data transparency, what drives interest in data and analytics, our experience with data driven predictions, and the value of[…]
China Housing: the price and volume growth figures have been in line with our March based forecast (chart below, with the latest July data). The aggregates are only a starting point though – more localized policies, changes in composition and ‘rotation’ of cities driving growth, caveats in Chinese indices and averages… should be important considerations[…]
Last week in Beijing at Beryl-GTCOM Greater China Alternative Investments Conference. Sharing insights from Robotic Online Intelligence on information filtering, predictive analytics and the role of AI in supporting the packaging of info for domain-specific human analyst consumption, real cases from the real estate sector with Real Estate Foresight.
Robert Ciemniak, Founder-CEO of Real Estate Foresight, presented at HSBC Global Emerging Markets Investors Forum on June 11, “How should investors think about the Chinese property sector and associated risks? And Where Did The Winter Go?”.
Robert Ciemniak, Founder-CEO of Real Estate Foresight, presented at HSBC’s 6th Annual China Conference in Shenzhen last week, exploring data-driven perspectives on China housing markets, at the heart of the Greater Bay Area.
With the GBA blueprint release on February 18, 2019, and the rising interest in the GBA, Real Estate Foresight (REF) is introducing ’Baywatch’ as the new research report, with an in-depth focus on the 9 mainland cities in the GBA. Our goal is to provide the most comprehensive and independent data-driven analysis of the housing[…]
Robert Ciemniak delivering a guest presentation “China Housing – Cities Without Tiers” at the ANREV Annual General Meeting 2019 on May 10 in HK. Details: https://lnkd.in/fwWNnjJ
Looking back at our past predictions at Real Estate Foresight, and how data and analytics can empower human decision making in China housing markets. Data doesn’t need to be perfect to be highly valuable when augmenting human expertise. Thanks to MioTech, the leading AI venture in financial analysis in Asia, for interviewing Real Estate Foresight[…]