you have been short hk real estate for a long long long time ... if you did not have it, you were short.
in the mean time i am readying to buy more hk real estate and hope for a break,
for the last 12, 24, 36, 48, 60, 72, 84, 96, ... 120 months have been wonderful, per correct macro read, and
the next 12, 24, 36 ... 120 months should be better than wonderful, i.e. fantastic.
the unleveraged rental is just rolling in, wonderful month after fantabulous month, pressurizing the machinery to add to that which has worked so nicely.
anyone who lives in hk and had been short hk real estate have been crushed, per wrong macro read. |
