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Chinese freight activity remains subdued

Chinese freight activity showed further signs of sequential recovery during the first three weeks of August but remained subdued on an annual basis, according to China Confidential’s latest survey of 200 logistics firms nationwide. The outlook improved significantly, in anticipation of a seasonal surge in activity in September.

20 August 2014

Chinese home sales remain stagnant in August

Home sales data for the first two weeks of August showed no sign of recovery, but, equally, little evidence that the downward trend in home sales is becoming more severe.

19 August 2014

Lifting of home-purchase restrictions has limited impact

Despite the widespread lifting of home-purchase restrictions, China’s mortgage policy remains restrictive. Without a loosening of policy in this area, we see limited potential for a substantial near-term uptick in home sales.

07 August 2014

July home sales up MoM, down YoY

Full-month home sales in the 42 cities monitored by China Confidential rose on a MoM basis in July, but fell YoY

05 August 2014

Home sales fall in first-tier cities

Home sales in first-tier cities fell on both a MoM and YoY basis during the first 27 days of July, while a sharp rise in unsold housing in these areas points to mounting downward pressure on home prices. 

31 July 2014

False dawn for fixed-asset investment?

Closer analysis of the data suggests that the headline uptick in fixed-asset investment growth in June may prove short-lived.

31 July 2014

Home sales and prices fall further in July

Chinese housing markets deteriorated further in July, with both home sales and prices decreasing from June, amid sharp falls in first-tier cities.

30 July 2014

Chinese bank relaxes mortgage policy

Agricultural Bank of China will offer mortgages below benchmark lending rate to first-time buyers, the first sign that the sharp rise in financing costs for homebuyers - a key factor in the recent fall in home sales - may be being reversed.

25 July 2014

Chinese housing market remains weak in July

Despite a sequential uptick in home sales, volumes remain well below recent levels, while housing inventories continue to grow

24 July 2014

Freight activity shows slight pick-up in July

China’s freight activity showed signs of recovery during the first three weeks of July, according to China Confidential’s latest survey of 200 logistics firms nationwide. The pick up in activity was minor, however, while the outlook among logistics firms surveyed remains negative.

23 July 2014

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