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[…]
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, 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
Robert Ciemniak was on the PERE Tech panel earlier this morning “The role of technology across the real estate investment spectrum” with Or Hiltch from Skyline AI and Bill Lee from Gaw Capital Partners, moderated by Leo Lo from Asia PropTech. With the rising interest in the application of technology to the real estate sector[…]
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 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[…]
We were at the Singapore Fintech Festival Nov 12-14, 2018. Turned out to be probably the largest fintech event in the world. Exhibitors mainly in payments and banking, compliance and security, blockchain but data and analytics ventures also quite well represented.