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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
CHINA
- In the past cycle, a reasonable amount of 'China skeptic' investors have been concerned about the overheating housing market, and that a significant deceleration in the Chinese property market could eventually lead to catastrophic consequences globally.
- Hence, Evergrande's collapse following Beijing's strict deleveraging demands targeting the housing development sector has led to a rise in uncertainty over the outlook of the real estate market in China.
- Even though Evergrande's total liabilities of 300bn USD may not directly represent a 'threat' to global asset classes, it is important to note that a sharp deceleration in China real estate market will mostly likely have a dramatic impact on the domestic economic activity and therefore to international risky assets.
- This chart (source: GS) shows that China real estate market is by far the largest asset class globally, with a total value of 60tr USD.
Source: Goldman Sachs
Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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