US home ownership back at 1995 level as decline continues
19th December 2014 by

  Conventional wisdom seemed to think the US housing report was positive this week.  But analy...

US housing fraud rises as first-time buyers priced out of market
4th December 2014 by

Signs of stress seem to be appearing in the US housing market once more.  Thus the Wall Street Jour...

China becomes major PVC, PTA exporter for first time in history
28th October 2014 by

Be very careful what you wish for.  That is the key message coming out of close analysis of China&#...

Qingdao probe the ‘straw on the camel’s back’ for world markets
18th June 2014 by

The blog’s new Research Note in the ‘Your Compass on China’ series highlights the way tha...

China’s commodity imports have financed its property bubble
17th June 2014 by

Today, the blog launches a major new Research Note in the ‘Your Compass on China’ series...

Prime Beijing house prices drop 40% since December
4th June 2014 by

China’s property market is the epicentre of the global debt bubble discussed yesterday.  It ...

China’s PTA, PVC exports jump as it moves to preserve jobs
26th May 2014 by

To assume, as they say is “to make an ass out of u and me”.  That was certainly the cas...

China auto sales depend on lending and property bubble
22nd May 2014 by

The above chart is the blog’s simple guide to forecasting China’s auto sales.  We know ...

London house price bubble hits the record books
20th May 2014 by

The UK no longer leads the world in soccer, as next month’s World Cup will confirm.  But it c...

Free China outlook webinar on Wednesday
20th April 2014 by

The blog’s recent Research Note on the likely impact of China’s economic reforms has at...

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