Evergrande... How fragile is the Chinese Economy? Dr. Walter Kemmsies and Mark Hall break down policy errors that contributed to the current situation and what to look for as China tries to unwind Evergrande. Aside from the direct real estate impact in China, the ripple effect will likely have consequences in the commodities market, freight indexes, and others, depending on how it is unravelled and the speed at which it happens.
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In today's episode, Dr. Walter Kemmsies and Mark Hall discuss Environmental, Social, and Governance (ESG). Are we actually addressing the root issue or just...
In this episode, Mark Hall and Dr. Walter Kemmsies discuss: Seven questions we should be asking about the Trump’s Tariffs. 1. What will Trump...
Mark and Walter talk industrial real estate. Vacancy rates are hovering around 1% mainly driven by the boom in e-commerce. $1 of e-commerce sales...