- Opportunity and threat
Will Southeast Asian housing markets provide a bulwark for the economy
in coming quarters or accentuate the crisis? This question matters.
Housing is a key part of household balance sheets in Southeast Asia,
with owner occupancy rates running from 71% in the
will impact consumer spending decisions, household collateral for credit
and construction activity.
- A proprietary scorecard approach
We adopt a proprietary scorecard approach to gauging support for
Southeast Asian housing market valuations. Combining metrics for 1)
housing supply and demand; 2) the availability of credit; and 3)
discount rates, along with an assessment of government policy, we assess
both the cyclical and structural changes facing
Download files here: http://depositfiles.com/files/91ncvacpe