明報專訪 Mingpao Interview 1 of 2 – Global Economy + HK Property 20230504
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
HK property stocks – is there light at the end of the long tunnel? [Article 1 of 2] 20230502
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!
差估數據中尋寶 建築名稱見變遷 20230413
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。
Follow Up on Tax-Friendly States in US 20230406
near perfect match to our previous study on home price vs tax…
【地產站Weekly Talk】地產站Weekly Talk 外圍危機削樓市信心？王震宇教路用家、投資者判斷市場方向 20230327
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。
Which Alternative to USDC now? 20220314
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…
USDC depegging crisis – More a Debt/Banking/Liquidity Crisis than a Crypto one 20230313
The depegging of the USDC stablecoin over the weekend was a big event, as it could have shake the confidence in what is deemed the safest of all the stablecoins. There was quite a roller coaster ride in both USDC and DAI (which holds some USDC as its reserve backing), which now seem to be all good again after govt guarantees were rushed out late Sunday…
Obesity & Ageing – where to invest for better returns?
We often hear about the challenges of ageing populations, interspersed with concerned reports about how the developed world is getting fat, with concurrent health problems…
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