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Clay's Most Recent Article

Behind Andy Xie's China Housing Numbers

08/09/10 - 02:47 PM EDT

Those who call China's housing market a "bubble" fail to mention that a huge percentage of China's existing housing stock is old and "pre-teardown."

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Other Articles by Clay

Free Reports

A Manic Wall of Worry? A Manic Wall of Worry?

06/24/10 - 11:28 AM EDT

We're now in a manic state because we had a 14% correction. With that and the myriad of worries we've heard about since, it shouldn't be a surprise that home sales were down in May.

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E-House: Growth in China Real Estate E-House: Growth in China Real Estate

05/18/10 - 11:50 AM EDT

Longer term it is very easy to see E-House China capturing a 10% market share even if sales in the world's largest real estate industry were to stay flat.

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Intevac: Cheap Hard Disk Stock Intevac: Cheap Hard Disk Stock

04/29/10 - 10:42 AM EDT

Intevac is a small player in the hard disk industry that seems to have been overlooked even as its stock has performed well.

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