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Property Sector

Trading the dragon: Chinese stocks are ‘second-half story’ for Deutsche while Lombard Odier sees safer bets in proxies

by Anas Siddiqui
Trading the dragon: Chinese stocks are ‘second-half story’ for Deutsche while Lombard Odier sees safer bets in proxies

The erratic performance of Chinese stocks is not giving investors the confidence to commit their funds for the long haul, according to top private bankers at Deutsche Bank and Lombard …

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Fitch cuts outlook for China’s state-owned banks from stable to negative citing Beijing’s limited capacity to support them

by Anas Siddiqui
Fitch cuts outlook for China’s state-owned banks from stable to negative citing Beijing’s limited capacity to support them

Regarding the adjustment for the banks’ outlook, Fitch said on Tuesday that the current size of China’s banking system is an important factor limiting the amount of support the central …

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China’s new home sales slide for 10th month with buyers sidelined, lending push failing to halt liquidity crisis

by Anas Siddiqui
China’s new home sales slide for 10th month with buyers sidelined, lending push failing to halt liquidity crisis

China’s property developers recorded another set of dismal operating results as new home sales tumbled for a 10th straight month, suggesting it would be premature to expect a turnaround in …

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Opinion | How can China hit its GDP target when it needs to grow just to stand still?

by Anas Siddiqui
Opinion | How can China hit its GDP target when it needs to grow just to stand still?

Does anyone really believe that China will hit its growth target for this year of “around 5 per cent”? Even Premier Li Qiang, who announced the ambitious goal on Tuesday …

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Opinion | Why an erratic Fed could pose biggest risk to global economy in 2024

by Anas Siddiqui
Opinion | Why an erratic Fed could pose biggest risk to global economy in 2024

The Federal Reserve’s ability to tame America’s monetary bubble remains the biggest factor in the global economic outlook. The US central bank made an unexpected dovish turn at the latest …

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Opinion | China stock market bulls aren’t just being contrarian

by Anas Siddiqui
Opinion | China stock market bulls aren’t just being contrarian

Another month, another batch of bleak data for China’s crisis-ridden residential property sector. Average prices for second-hand homes fell 0.8 per cent in November, the sharpest monthly decline since October …

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Opinion | To revive confidence in China’s economy, clear and reliable data is essential

by Anas Siddiqui
Opinion | To revive confidence in China’s economy, clear and reliable data is essential

No one likes bad news. It can ruin a morning. It changes how we think about our targets, goals or strategies, be they personal or business. Hearing bad news makes …

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Opinion | Falling global trade and rising debt point to grim outlook for 2024

by Anas Siddiqui
Opinion | Falling global trade and rising debt point to grim outlook for 2024

Not collapsing, just crumbling. That would be a good way to describe the state of the global economy at present, and now that it has begun sliding, it probably won’t …

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Opinion: Why China’s economy will continue to grow

by Anas Siddiqui
Opinion: Why China’s economy will continue to grow

The growth – or lack thereof – of the Chinese economy matters, not only to China but also to the rest of the world. China is now the main trading …

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Opinion: How to fix China’s economy? Investors are unsure and that’s a problem

by Anas Siddiqui
Opinion: How to fix China’s economy? Investors are unsure and that’s a problem

The relationship between the real economy and financial markets is never straightforward, mainly because there are many factors other than growth that influence asset prices. An oft-cited adage on Wall …

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