Now that we have concluded in Part 1 that property stocks will outperform inflation in the next few years, we need to consider whether the larger stock universe, say represented by the Hang Seng Index (HSI) or underlying property could do even better. Here we delve into the relative merits of various peer classes
Interview with Ming Pao which your correspondent discussed the current state of Cryptocurrency…
Below is the full interview with Ming Pao published on 4th May 2023 in which your correspondent discussed a variety of macro and property market topics
The Hang Seng Property Index (HSP) has had a rough few years in performance, not only has the benchmark for Hong Kong property stocks massively derated since the peak in 2018, but it is now arguably stuck at a level seen as early as Q4 1996 – which is 27 years ago!
筆者閒來無事，找到差餉物業估價署發佈的《樓宇名稱》文檔，將自1945年起的過去70多年香港落成樓宇的名字做個「大數據」處理，一窺戰後至今命名文化如何變遷。
near perfect match to our previous study on home price vs tax…
外圍金融危機浪接浪，Bricks & Mortar Management 創辦人兼總裁王震宇認為，這將削弱市場信心，料第二季新盤會繼續低開吸客。
Following the USDC depegging, triggered by custodian bank bankruptcy, it is opportune to re-examine the quality of stable coins on the market (which we do at least 3 times a year as a matter of course), and the results are summarised in today’s missive below…
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