

Yesterday evening I stopped to take a look at the twin towers at the Vauxhall end of the Nine Elms development which look nearly complete. As they have changed hands they symbolise the problems that China is experiencing in the real estate sector and we can this...
China continues to see its house prices fall

The Aussie funding gap
Recapitalisation – why now? A recapitalisation cycle is underway across the Australian commercial property sector. The drivers, in common with markets in other developed countries are financial and physical. What differentiates Australia is the structure of the...
The Aussie funding gap

A resilient New Zealand construction sector
The world has changed since we released our last New Zealand construction sector report in August 2021. Inflation and interest rates continuing to rise, and the Reserve Bank is actively pursuing a slowdown in our economy. In addition, climate change has been taking a...
A resilient New Zealand construction sector

When everyone says “sell China,” it’s time to be looking at the opportunities!
“The nature of Monkey was… irrepressible!” The Chinese Economy looks awful. I challenge readers to find anything positive written about it in recent weeks. A few years ago – in the wake of Economic crisis in the West, attracted by apparent Chinese...
When everyone says “sell China,” it’s time to be looking at the opportunities!

Five things that the west doesn’t understand about China’s foreign policy
China’s capacity to surprise western politicians was demonstrated recently, when Chinese leader Xi Jinping was unexpectedly absent from the G20 summit. There were a few reasons why this G20 might have been less important for Xi, including the rising influence of...
Five things that the west doesn’t understand about China’s foreign policy