China: More Social Housing Can Reboot The Real Estate Sector
The current state of China’s real estate sector presents contradictory assessments that are often difficult to understand. There has…
Solid as a brick, unpredictable as the economy
When uncertainty lingers, forecasts are difficult, especially in construction machinery industry. Even prestigious analysts like Morgan Stanley and Bank…
Chinese Real Estate Sector: Bubble or Fundamental Value?
by Alberto Forchielli e Alberto Pagliarini* Many people have written about the risk of a real estate bubble in China…