John Lam

New Business

China property crisis: UBS predicts 2.4 million foreclosures by 2027 as loan defaults rise

Mainland China’s falling property prices and a weak economy could lead to rising loan defaults, adding to a surfeit of…

Read More »
New Business

As I see it | China’s extended property slump was always expected

History does not repeat itself, as the saying goes, but it often rhymes. That very much depends on the kind…

Read More »
New Business

UBS’ China property optimist retreats from bullish calls, foresees deeper slump

John Lam, UBS’ head of China property research and a long-time contrarian, is retreating from his earlier bullish calls and…

Read More »
New Business

JPMorgan, UBS are positive on Hutchison as ports sale assurance eases investors’ concern

Financial analysts said they were positive on the outlook for CK Hutchison Holdings after the conglomerate said its controversial ports…

Read More »
New Business

Hongkongers’ Shenzhen shopping sprees abate, in relief for retail owners, UBS and JLL say

Hong Kong’s downtrodden retail sector could be headed for a turning point in coming months, as city residents show less…

Read More »
New Business

China needs to trim housing glut as priority to repair confidence, analysts say

China’s beleaguered housing market is likely to endure another chastening year as some analysts forecast home prices to weaken further…

Read More »
New Business

China property market faces long recovery road despite restructuring progress

Over the past few months, several major Chinese developers have secured fresh approvals for their debt restructuring plans, with creditors…

Read More »
Back to top button