Thursday, December 16, 2010

Property

Property: Nov primary private sales market volumes rose 80% to 1,909 units sold, bringing YTD 2010 sales to record 15,018 units…

Credit Suisse expect developers to face policy headwinds as liquidity remains strong
and expect the office portfolios to outperform. Top picks are CDL and OUE….

Morgan Stanley prefer higher-end residential exposure, expecting the high-end market to pick up in 2011. Likes Wingtai, AllGreen and Capitaland.

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