Property Series Part 3: Property as an investment class in China

[This is Part 3 in a series about China’s property market. See here for part 1 and part 2.]

Several years ago there was an ill-fated theme in the investment community of a ‘great rotation’ of investor capital out of government bonds and into equities. There is discussion once more about a great rotation, but now it is in China. One part of that rotation is the shifting of investors’ desire from owning property to owning financial assets, such as equities and bonds. In this post, we will review the Chinese household’s balance sheet, and look at how the various investment options available have performed.

 

Read more

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s