The number of extra bedrooms — defined as a bedroom in excess of the number of people in a home, and even including one for an office — has reached a new high.
John Lovallo, UBS homebuilders and building products analyst, joins ‘Squawk on the Street’ to discuss the weakness in homebuilder stocks, the case that homebuilder stocks are cheap, and immigration reform in the United States.
Bill Rudin, Rudin Management co-executive chairman, joins ‘Squawk on the Street’ to discuss the recovery of the commercial real estate market, if the ‘bad times’ are over, and much more.
Nitin Bhasin of Ambit likes the Indian financial services sector ex-banking, believing that it is well priced. He also shares some of his other overweights and underweights in the Indian market.
Panote Sirivadhanabhakdi, Group CEO of Frasers Property, talks about some of the challenges that Thailand’s property market is facing in its post-pandemic recovery, and the company’s global expansion plans.