Primer: Longfor (960 HK) - Aug 2026
Longfor is navigating a severe downturn in the Chinese property market, evidenced by a dramatic decline in revenue and its first-ever core...
101 Views
China Prop Short Note: Turning Bullish on “lower Rates for Longer” & Improving Sector Fundamentals
We turn bullish on China property, on the back of several structural tailwinds: rates lower for longer to improve mortgage rate and funding cost,...
643 Views
China Property: 4 Charts - Full Year 2024 In Context
In this brief note, we put together the key China macro-property metrics for the full year 2024 vs the past several years, based on today's Jan-Dec...
774 Views
China Property - Weekly New Home Sales Data Now Clearly "Less Negative" (To June 30, 2024)
China Property: The policy easing and the change in the base effect started to show some impact on new home sales y/y metrics turning '"less...
1.2k Views
China Property - A Shift To Secondary Markets?
China Property / Housing Markets: Real Estate Foresight's take on the 2024 outlook for new home sales, new starts, and the major themes for the...
846 Views