US housing stabilises, but Uncertainty remains high
4th September 2012 by

Housing used to be the engine-room of the US economy. Rising prices allowed people to use their hous...

China’s leaders mark time till power handover
17th July 2012 by

How many more empty cities like Ordos does China really need? Are 64.5m empty apartments enough, or ...

China battles economic slowdown
19th June 2012 by

Wenzhou in coastal Zhejiang province was the first city to encourage private enterprise when China b...

U is for Uncertainty
23rd May 2012 by

The blog’s series on the emerging ‘VUCA world’ today looks at how companies have t...

China’s demand growth remains weak
17th May 2012 by

China’s demand growth continues to be weak down the main value chains. Auto sales are the most...

A China ‘hard landing’ gets closer
15th May 2012 by

China’s leadership remain preoccupied with the transition to a new politburo in October, and t...

China’s Q1 PE demand down 4% versus 2010
2nd May 2012 by

The story of the past 5 years has been how global economic growth moved from a dependency on the Wes...

Beijing home prices fall 21% in Q1
11th April 2012 by

Investment bankers and development economists like to talk about China being a ‘middle class&#...

Markets weaken as real problems remain unsolved
9th April 2012 by

It is hard to be very optimistic about the demand outlook for Q2. Demand in Q1 was lacklustre, even ...

US housing discovers New Normal opportunities
2nd February 2012 by

The US housing market was the original cause of the current financial crisis. It has gone quiet rece...

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