Commenting on concerns about the underlying housing markets in China - Robert Ciemniak and Real Estate Foresight were quoted in Barron's article.

"The housing market remains robust in aggregate, and for as long as there is no big increase in land supply (and currently there isn’t), the underlying demand-supply balance will be fine,” Robert Ciemniak, founder and CEO of Real Estate Foresight, a Hong Kong-based research and analytics firm focused on China property markets, told Barron’s.

“The credit tightening weighs on some developers but there are many policy backstops, if needed, to prevent systemic risks,” he said.

Article:
https://lnkd.in/ghJYuRm