China Housing: "Stabilize It"
In this note, we summarize where things stand with China housing as of Nov 19, 20204 - looking at home sales, prices, inventory, land, major...
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China Property - Weekly New Home Sales Data Shows Reaction To Policy Support (To Oct 20, 2024)
Weekly new home sales data (to Oct 20) shows a strong improvement ('less negative') on a 4-week y/y basis, a sign of a response to the waves of...
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Property - Policy Speculation + Favourable Data Release = Stock Uptrend with Volatility
Following a series of easing policy combinations from the government, various cities have continued to implement easing measures.
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Property - MOHURD Meeting Below Expectation; Expect a Volatile Uptrend for the Sector in 4Q
The MOHURD press conference yesterday highlighted the acceleration of existing policy implementation with few new measures, thus falling short of...
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Property - Easing Policies May Boost Trading Sentiment in Short Term
The PBOC unveiled a string of property-related easing policies yesterday (24 Sep). We believe such policies may boost trading sentiment in the...
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