Tag Archives | China real estate

China: Half Of All Loans Collateralised By Land, Real Estate

By John Richardson

BEN Bernanke, who as at that time chairman of the Fed, warned in July 2007 that the cost of the US sub-prime crisis would amount to $100bn.

To be honest, we struggled to find a final estimate …

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China’s Petchem Markets Contradict Latest PMI

By John Richardson

IF you study China’s petrochemicals markets on a regular basis they tell you something very important: That despite persistent efforts to tighten-up supply across several sectors in order to entice end-users into stock building, “hand-to-mouth” purchasing remains …

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China Property: It Is All About Local Govt Funding

By John Richardson

THE more that things change in China’s property markets the more they stay the same, according to Deutsche Bank and Standard & Poor’s Ratings Service.

First of all, here are the Deutsche Bank arguments why all remains …

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Demographics Threaten China Property Collapse

By John Richardson

THE persistent weakness in China’s petrochemicals markets had mainly been caused by problems in the country’s property sector, according to many delegates on the sidelines of last week’s Asia Petrochemical Industry Conference (APIC) in Pattaya, Thailand.

Here …

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China Housing No Longer A One-Way Bet

By John Richardson

CHINA’s real estate sector was responsible for 16% of the country’s GDP growth, 33% of fixed asset investment, 20% of outstanding loans, 26% of new loans, and contributed 39% to government revenues in 2013, according to Nomura.…

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China PE Market Strength Questioned

Dear blog reader – a  technical error, beyond our control, means that we are unable to upload the tables and graphs for today’s post. Watch out next week, as, when the problem has been solved, we will add the missing …

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More Than Just Absence Of “Animal Spirits”

By John Richardson

THE blog held a full day of discussions with our ICIS China price reporting team in Shanghai (we will provide a lot more details next week) and the story was consistent:

*Government policy to rein-in liquidity, most …

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China To Take A Big Stick To Financial Crisis

By John Richardson

CHINA is facing a financial crisis that could put US sub-prime into the shade.

“Between 2007 and 2012, the ratio of credit to GDP climbed to more than 190%, an increase of 60 percentage points,” said US …

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China NPC Underlines Inflation Focus

The course of true love never runs smooth…..Happy China couples get divorced and then plan to remarry in order to avoid new property tax

Source of picture: Quirky China News/Rex Features

 

By John Richardson

China will see “large inflation pressure in …

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Much Less Of This…..

……..

 Source: FT Beyondbrics

 

By John Richardson

A fascinating article by the academic Anil K Gupta and consultant Haiyan Wang offers further support to our long-running argument that the future will not necessarily be the same as the future, …

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