Sun, Aug 30, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

China expert optimistic about country’s handling of future challenges

Monday, June 16, 2014

amb
Stuart Leckie
Benedicte Gravrand, Opalesque Geneva:

Stuart Leckie is Chairman of Stirling Finance, an independent research and consulting firm based in Hong Kong and the author of books titled "Pension Funds in China" and "Investment Funds in China". He recently talked with Sona Blessing on Opalesque Radio about China’s financial stability and real estate market and said he is optimistic about China’s handling of future challenges.

Property prices and bubbles He does not think China’s stability hinges on increasing property prices. Although the government is concerned that this is going too fast, that there may be some bubble farming in some cities and they have to find a way to gently deflate the bubbles rather than risk a bust.

There are indeed indicators that suggest that increasing real estate prices may no longer be sustainable, but it is difficult to talk about China as a whole, he adds. One the one hand, there are cities like Beijing, Shanghai, etc. with around 20 million people each; on the other hand there are the tiers-two cities, with a population of around 10 million each. Then there are other tiers-three and tiers-four cities that have a population of around a million.

"China’s got a very long term organizational program, where it wants to get people from the countryside to work in the cities," he explains. "So long term, there is going to be a huge demand, a huge need for more housing in......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Investing - Hedge funds suddenly find real money is back in Argentina's debt, Elon Musk buys more SolarCity stock following hedge fund manager short, BlackRock plans to get into rental-home financing[more]

    Hedge funds suddenly find real money is back in Argentina's debt From Bloomberg.com: The real money is back in Argentina. Before the country’s default in July 2014 (its second in 13 years), most long-term investors abandoned its bond market. As they rushed out, Argentina became a favorit

  2. Activist News - Carl Icahn has snapped up a huge stake in Freeport-McMoRan, and the stock is ripping, Meet Europe's best activist investor[more]

    Carl Icahn has snapped up a huge stake in Freeport-McMoRan, and the stock is ripping From Businessinsider.com: Carl Icahn has picked his next target: Freeport-McMoRan. Icahn and a group of other investors have snapped up an 8.46% stake in mining company Freeport-McMoRan, according to a j

  3. North America - Hedge fund manager Ray Dalio’s challenge to the Fed[more]

    From Newyorker.com: For some reason, Janet Yellen, the chair of the Federal Reserve, decided to skip this year’s annual Fed conference in Jackson Hole, where monetary policymakers from the United States and abroad get together with some prominent academics to discuss the big issues of the moment. Th

  4. Opalesque Exclusive: Credit-focused hedge fund Numen Capital expects more volatility in Europe in coming months[more]

    Benedicte Gravrand, Opalesque Geneva: A London-based hedge fund, which has just hired two emerging managers, is cautious on Europe. Vassilis Paschopoulos and former Lehman’s colleague Nikos Kargadouris, launched a London-based credit-focused hedge fund called

  5. Performance - Hedge funds bruised by stocks’ meltdown, Capstone’s volatility hedge fund is having a monster month thanks to market mayhem[more]

    Hedge funds bruised by stocks’ meltdown From WSJ.com: Hedge-fund managers like to promise their investors protection from market swings. In the recent stock swoon, many were caught off guard. Billionaire managers such as Leon Cooperman, Raymond Dalio and Daniel Loeb are deeply in the red

 

banner