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Don't miss Chinese property bargains, says CLSA

Nicole Wong, head of property research at brokerage CLSA, thinks the omens look good for mainland real-estate equities.
Don't miss Chinese property bargains, says CLSA
China is not like Hong Kong -- at least, its property market isn't. Ideas and sharp inflections take a little more time to ferment on the mainland. CLSA's head of property research Nicole Wong reckons it's time to start accumulating PRC property stocks pronto, on the reasoning that policy easing will take place in early 2011, and transacted volumes will start to rise during the rest of this year. "There hasn't been too much of a price connection in spite of talk of affordability and g…
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