China Property: In Hindsight On 2023 and 2022 Forecasts | "Draw The Line" 2024
Before getting into the forecasts for 2024, reviewing how the past forecasts fared vs the actuals can be quite illuminating, here is the case for...
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China Macro-Property: The Pledged Supplementary Lending (PSL) December 2023 Spike In Context
China Macro-Property: In this note, we look briefly at the latest spike in Pledged Supplementary Lending (PSL) in December 2023, putting it into...
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China Drafts List of Developers Eligible for Funding, Asks Banks to Boost Real Estate Lending
Chinese regulators are pressing banks to step up lending and ease financing for developers as part of efforts to boost the ailing property...
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China Housing Market’s ‘Silver October’ Tarnishes
China’s housing sales continued to slide in October, a traditionally peak month for the real estate sector, showing that recent supportive...
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Investment in Chinese Real Estate Dropped 9.1% in First Three Quarters
Investment in Chinese real estate contracted 9.1% in the first nine months of 2023 from a year earlier, official data showed Wednesday, a bigger...
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