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Capital Intensive

Real estate policy shifts signal support for second-time buyers

A reduction in downpayment requirements suggests that Beijing is now actively supporting demand from buyers looking to upgrade their homes. This policy shift has the potential to support a recovery in home sales, although Beijing will remain keen to strike a balance between stabilising the real estate market, and preventing the housing market from overheating once again.

30 March 2015

Housing market activity strengthens in March

Real estate developers reported a sharp increase in activity in March, with both sales volumes and prices rising from the previous month.

27 March 2015

Home sales strengthen in mid-March

Home sales in the first 24 days of March showed signs of strengthening in the 42 cities monitored by China Confidential.

26 March 2015

Nearing the bottom?

Economic activity appears to have weakened further in March, but the bigger picture of a gradual stabilisation in growth remains intact

26 March 2015

Freight activity remains weak after the Chinese New Year

China’s freight activity fell on both a MoM and YoY basis in the first three weeks of March, following a sharp slowdown over the Chinese New Year, according to China Confidential’s latest survey of 200 logistics companies.

20 March 2015

Housing market remains weak in early March

Chinese home sales remained weak in the first 11 days of March, according to local property bureau data, while inventory pressures appear to be building again.

16 March 2015

Three emerging threats to growth

Beijing may struggle to manage the risks the economy is facing this year given the parameters within which it is currently operating.

12 March 2015

Warning signs in January-February data

While there were few signs of a significant deterioration in economic activity in data for the January-February period published by China’s statistics bureau, it did raise the prospect of weaker growth going forward.

11 March 2015

Government pledges support for housing market

Beijing adopted a markedly more supportive stance towards the housing market in its annual work report than in previous years.

05 March 2015

Rate cut may support faltering housing market

Although the housing market weakened in the first two months of 2015 – reversing previous signs of a recovery – the recent cut to benchmark interest rates has the potential to restore upward momentum if mortgage lending is also ramped up.

03 March 2015
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