emerging markets | The Property Chronicle

The Canadian house price bubble has now burst

by Matein Khalid | Jul 3, 2017 | The Macro View

The Canadian housing bubble has gone so ballistic that the Ontario government is considering a 15% tax on foreign buyers to cool down the speculative spiral in Toronto condominiums. The smart money on Wall Street’s latest trade is to short Canadian banks and property...

Real Estate Journeys: Myanmar

by Kok Keong Tan | Jun 27, 2017 | Investor's Notebook

Above: a view of Yangon CBD, March 2012 Real estate is the ultimate wealth creating machine. I have had the privilege of covering real estate markets from the perspective of a valuer, a policy-maker, an equity analyst, a real estate fund research arm, a businessmen...

Can UAE emerge as an aircraft leasing hub?

by Matein Khalid | Jun 5, 2017 | The Macro View

I was stunned to read a Boeing report that forecasts that the global passenger jet fleet will more than double to 45,250 by 2035. Given that almost 20,000 of the world’s in-service aircraft will be retired or converted to freighters in the next decade, Boeing...

Saudi Arabia and the age of shale

by Matein Khalid | May 30, 2017 | The Macro View

Saudi Arabia engineered a short covering rally and cyclical bottom in Brent crude with its 15 May agreement with Russia to roll over last November’s oil output cuts for another nine months. The kingdom has, in essence, resumed its traditional role as the ‘swing...

Emerging markets: an update

by Matein Khalid | Apr 24, 2017 | The Macro View

Emerging market equities have been the darling asset class de jour in 2017, mainly in Asia and Latin America, despite the March FOMC rate hike, a US Dollar Index at or above 100 and a mini-swoon in crude oil after a Saudi-Russian output cut spat. Earnings growth...