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Home sales remain weak despite policy loosening

16 Oct

Initial data suggests that home sales over the National Day holiday period remained weak, despite the recent cut in mortgage rates. We maintain our view that without a concurrent loosening in wider credit conditions, real estate policy easing is unlikely to have a substantial impact on home sales.

Chinese exporters report increase in over-invoicing

02 Oct

China Confidential’s latest proprietary monthly surveys of 200 export manufacturers, trading companies and shipping agents suggest that over-invoicing of exports is becoming more common again. 

Central bank confirms mortgage rate cut

30 Sep

China’s central bank has announced looser mortgage policies for new and existing homeowners. A housing recovery is likely to hinge on whether broader credit conditions are also eased. 

Latest report

09 October 2014

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The Big Call

Special Report: shadow finance risks begin to ebb

Our latest in-depth analysis of China’s shadow finance sector suggests that while overall scale continues to increase, the systemic risks posed, particularly to the banking sector, may be beginning to decline.

Financial China

Special Report: illuminating shadow finance

In part two of our special report, our detailed analysis of the latest trends and developments within key shadow finance asset classes highlights shifting dynamics and changing risk profiles, as regulatory changes gradually ripple through the industry.

Capital Intensive China

China’s pollution puzzle

While there is little sign that pollution control measures are being eased, output at smaller steel mills, which previously ranked among China’s most heavily polluting enterprises, is rising again. 

Best of Chinese Commentators

Chinese travellers shun domestic attractions

Commentators assess the reasons behind a slowdown in domestic tourism revenue during the National Day holiday.

PBoC announces new mortgage rules

Analysts and industry participants assess the likely impact of the recent loosening of mortgage rules.

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China Confidential Database

The Bottom Line

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