Filter by Categories
Watch Series
The Great Game
Daily Post
Steno Signals
Free Content
Emerging Markets
Video

China Watch: Time to play briefing bingo again..

It’s time for another briefing from China, this time focused on the real estate market. We should get used to this flow of briefings, but is anything actually changing? Here's an update on the status of real estate in China.
2024-10-16

Welcome to our China Watch series, where we look at the Chinese case through the lens of Western investors.

Tomorrow, we will have another briefing aimed at boosting the property market, which is one of those tricky conundrums to deal with.

Housing starts have already dropped back 20 years, and the value of unsold homes and projects is sky-high. There is generally no feasible path to reignite building momentum with unsold homes already at such high levels, which is why initiatives will likely continue to be centered around shoring up the credit risk of the unsold homes and underlying exposures.

EM chart of the week: Housing starts bombed back a few decades in China

It’s time for another briefing from China, this time focused on the real estate market. We should get used to this flow of briefings, but is anything actually changing? Here’s an update on the status of real estate in China.

To read the full article, sign up for a 14-day FREE trial of the The Macro Connoisseur, Professional or Crypto plan.

0 Comments