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Tag: China Real Estate
07 Jan 25

RTHK - The Close

RTHK - The Close. A look forward at the coming year. What are the key factors that could drive markets up or down. Read More

30 Dec 24

RTHK The Close with Carolyn Wright and David Roche

RTRHK The Close. The Legacy of Jimmy Carter. China's data - industrial profits and a look into the things to watch in 2025. Putin's game plan under the Baltic Sea. The surprises for 2025: reversal of Fed policy; The war to end all wars between Iran and Israel; Put... Read More

30 Dec 24

The Micro Podcast on Macro Matters.

Quantum Strategy - David Roche - The Micro Podcast on Macro! Sign on for Free Research Trial: https://www.QuantumStrategy.org Coming up his week: - The pulling forward of demand in China that will create gaps in demand later: Exports, Consumer Durables, Autos and... Read More

19 Nov 24

Mini Podcast on Macro

The Mini Podcast on Macro - that may matter to markets China - false dawn in retail & housing?. What Xi said to Biden to say to Trump: China's 4 Red Lines (actually 3) with one a tautological obsession which tells us what Xi is prioritising. What the official anonymous China... Read More

21 Oct 24

RTHK - The Close

The US Presidential - swing to Trump in polls. Meaning of Trump or Harris victory for markets. China stimulus- will the consumer follow orders and shop? Moldova - the corrosive power of Moscow disinformation and corruption. Middle East- Israeli riposte - the delay means more - ... Read More

18 Oct 24

CNBC with David Roche live at the Beijing Housing Ministry's Presser

Beijing pushing  hard but in wrong direction

Live with CNBC from the Housing Ministry's presser commenting on the latest measure to solve the housing problem. Won't work. Does not address housing demand. Read More

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