Browsing All posts tagged under »Real estate«

The Bizarre Nature of The Chinese Real Estate Construction Boom

April 11, 2011


China, as we all know, is a booming economy, having experienced GDP growth of above 6% per annum for each of the last 20 years.  The conventional wisdom is that this growth has been driven by the low-value manufacturing exports (mainly of consumer goods) that have been sold to the West.  However, the data tells […]

Shaftesbury plc: Great assets, but over-valued?

January 25, 2011


Shaftesbury plc (SHB) is a real estate investment trust which owns freeholds on more than 500 buildings of prime London property, including much of Chinatown, the Carnaby Street and Seven Dials shopping “villages”, property in the Covent Garden Opera Quarter, St Martin’s Courtyard and on Berwick Street in Soho. These areas form key sections of […]