Robert Ciemniak Speaking At HSBC 3rd Annual Asia Credit Conference

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[…]

From China Property Report – August 2019

Some charts highlights from the latest monthly China Property report by Real Estate Foresight covering the latest signals from the housing markets. The charts below: i) the PSL (Pledged Supplementary Lending) outstanding loans decline for the third consecutive month; the PSL scheme – where PBoC lends to policy banks who lend to local governments to[…]

Robert Ciemniak presenting at HSBC GEM Investors Forum In New York

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?”.    

Introducing BAYWATCH – Actionable Data Analysis On GBA Housing Markets

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[…]

REF Analysis On GBA Featured in South China Morning Post

Real Estate Foresight’s analysis of land acquisitions (residential and mixed-use) in the Greater Bay Area by major developers featured in SCMP today: https://www.scmp.com/business/article/2186844/property-giants-including-china-vanke-country-garden-splash-out-us16

From Our 7th Annual China Property Outlook Conference

From our 7th annual China Property Outlook seminar by Real Estate Foresight, held yesterday in Hong Kong. Delighted to see 60+ attendees, ranging from foreign institutional investors to Chinese developers. The overall sentiment for China residential market in 2019 more negative (from the high base), but with highly diverse views among participants, with no lack[…]