BofA Securities reports the residential real estate sector is in its fifth year of an upcycle, characterized by demand exceeding supply. While luxury housing initially drove growth, a more balanced contribution from mid-segment and affordable housing is anticipated. Developers can expect continued booking growth, though volume growth was challenging in the past year, larger companies are consolidating the market.
Paul Black’s 3 thumb rules for identifying great wealth creators
Veteran portfolio manager Paul Black’s investment framework focuses on identifying businesses with competitive advantages that strengthen over time. His three key rules emphasise widening moats,
August 29, 2026