Top Reads of The Week 28/1/2024

We are back from our hiatus!

I’ve just come back from a work trip from Hong Kong & Shenzhen.

The sentiment was already grim when I spoke to friends and colleagues - and that was even before stock markets continued their downward spiral in the middle the month.

One can only hope that the government will act decisively to revive “animal spirits” soon.

Top Reads of The Week  

Can Xi Jinping Reverse China’s $6 Trillion Stock Market Crisis?

With Chinese stocks plummeting over $6 trillion in value, President Xi faces challenges engineering a rebound amid slowing growth, tech crackdowns, and real estate troubles.

Analysts say pro-market reforms needed, though Xi reluctant to cede control.

China Selloff Leads to Record $38 Trillion Gap With US Stocks

As China's market declines amid uncertainty, valuation gap between Chinese & American equities reaches unprecedented $38 trillion, highlighting investors' preference for US stability.

China’s Slumping Commercial Property Is Luring Bargain Hunters, Colliers Says

With demand declining amid China's economic uncertainty, commercial real estate prices are falling, creating opportunities for bargain hunters per Colliers. Lower tier cities see particularly high vacancies and declining rents as developers offer discounts to attract tenants.

Hong Kong’s Worst Office Slump Squeezes Real Estate Funds

Hong Kong's office property market is undergoing its most severe downturn in decades as vacancies hit record highs and rents keep falling, putting heavy pressure on real estate investment funds focused on the city.

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