Carol Wu of DBS Vickers (and Wall Street Journal’s Analyst of the Year for Hong Kong) is bullish on the China property markets. Maybe I like her remarks because they are about the same as mine. But I think she gives a good argument for why China real estate is going to continue with fits and starts to be a driver of the China economy (and why the ‘ghost city’ stories are exaggerated). Have a look:
At the November CHINA Roundtable, Tony Saich of the Harvard Kennedy School gave his take on China’s new leadership. Here’s the first part, ‘China’s New Leaders,:
CHINA Debate brings decision makers and China experts together to discuss issues that inform China and China-related business and investment decisions in three venues: CHINA Roundtable, CHINA Issue Forum, and CHINA In-House Seminars. Here’s a clip, about 30 seconds, that conveys this…
The next CHINA Roundtable convenes on June 6 at the Harvard Club of New York. And, we have excellent presenters on key China issues. Have a look.
If you are in NY on May 21, you might want to attend ‘U.S.-China Economic Relations in the Next Decade,’ 9:30am-11:30am.
An outstanding cast of speakers (below). Here’s part of the blurb:
This discussion will draw upon the findings and recommendations offered in U.S.-China 2022: Economic Relations in the Next 10 Years, a groundbreaking study on the evolution of the U.S.-China economic relationship over the last three decades and an in-depth look at opportunities for future cooperation. The study is sponsored by the China-United States Exchange Foundation.
Featuring remarks by:
Henry Kissinger, Former U.S. Secretary of State (and others, below) Continue Reading
From the guy who did the $3.2 billion Baha Mar development deal with China State Construction, here is part three of Joel’s presentation, ‘Chinese Outbound Real Estate Investment.’
Here the second part of Joel Rothstein’s presentation, ‘Foreign Investors in China Real Estate’:
Joel Rothstein, a partner at Paul Hastings and one of the preeminent foreign real estate lawyers in China, was fortuitously in New York at the last CHINA Roundtable. Here’s the first of his three presentations about China’s six major real estate policies:
Beijing has come out with milder policies to curb home prices at the local level. Credit Suisse’s Du Jinsong predicts housing prices will continue to rise. Here’s his interview on CNBC:
Fareed Zakaria sums up very well the challenges facing China’s new leadership–and in under four minutes, Not a word wasted: