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Capital Intensive

Chinese home sales continue to strengthen

Home sales accelerated in the first 21 days of May following strong growth in April, according to local property bureau data from 42 Chinese cities.

22 May 2015

Tight credit undermining real estate investment

The continued weakening in real estate investment, despite a rebound in home sales, is largely due to tight credit rather than supply-demand factors. Sustained limited credit could curtail the current housing recovery and prevent it from filtering through into the wider economy.

21 May 2015

Evaluating "Made in China 2025"

Mainland commentators have been assessing the likely impact of the "Made in China 2025" plan to upgrade the country’s manufacturing sector, unveiled by the government on May 19.

21 May 2015

Slow progress for PPP

Policymakers and investors debate the reasons why investment in public private partnerships has been lower than expected.

21 May 2015

Few signs of improvement in May

Chinese freight activity remained weak in May, according to China Confidential’s latest survey of 200 logistics companies across the country, suggesting further weak downstream activity. The vast majority of freight carriers continued to report flat or declining shipments on both a MoM and YoY basis, while the outlook for June remained muted.

19 May 2015

April macro data underscores need for further credit loosening

Despite a sharp rise in home sales and some signs of stabilisation in industrial output in April, slower credit issuance led to a sharp fall in investment growth, strengthening the case for further loosening measures.

13 May 2015

Short-term reassurance, long-term uncertainty

Evidence pointing to a short-term stabilisation in growth is mounting, but this has raised question-marks over the long-term course of the economy.

07 May 2015

Strong developer sales a further sign of housing recovery

The results of China Confidential’s proprietary survey of real estate developers corroborate signs that housing markets strengthened further in April.

30 April 2015

Real estate developers report surge of activity in April

Real estate developers reported a sharp increase in activity in April, from an already high base in March, with both home prices and sales rising from the previous month.

28 April 2015

Chinese home sales show further growth

Home sales in the 42 cities monitored by China Confidential rose sharply in the first 23 days of April, while housing inventories were drawn down, according to local property bureau data.

27 April 2015
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