30.03.2012 - Revisiting the bull case for China real estate
A lot of commentators have been making the case the China's real estate market is in a huge bubble. That may or may not be the case, but what's more salient is to what extent the bull market will hold this year. Earlier in 2012 I published a piece on Emerging Money making a comparison between China real estate stocks and U.S. homebuilders, and noting that there was a possibility for a strong move in China's stock market because of strong outperformance that expressed itself in the sector back then...............................................Full Article: Source
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