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Capital Intensive

Fragile real estate and FAI recovery

Home sales and fixed-asset investment showed signs of recovery in October, but it is questionable how sustainable this will prove without a loosening in credit.

20 November 2014

A credit-parched rebound

The continued tightness of credit conditions breeds caution over improvements in real estate and investment data.

20 November 2014

Freight activity rebounds in November

Chinese freight activity rebounded sequentially in November but remained relatively weak on an annual basis, according to China Confidential’s latest survey of 202 road, rail, air and water logistics firms, conducted during the third week of November. The outlook for December was positive.

19 November 2014

Housing market shows signs of recovery

Both our proprietary survey data and third-party sales numbers suggest that home sales rebounded strongly in October. However, the scale of the recovery going forward may be limited without broader credit easing, which remains unlikely.

06 November 2014

Tentative signs of recovery

Despite a number of positive signs, most notably a rebound in home sales, it is too soon to call a wider recovery in economic growth, with restrictions on the overall supply of credit continuing to act as a brake on activity.

06 November 2014

Signs of recovery in China’s housing market

China Confidential’s latest proprietary survey of real estate developers suggests that market conditions improved in October, as mortgage rates were reduced

31 October 2014

Real estate sector shows signs of recovery in October

Home sales rose sharply, while home price growth accelerated in October, driven by cheaper mortgages.

30 October 2014

Chinese housing market remains weak in October

Home sales growth remained negative on a YoY basis in the first 22 days of October, suggesting that recent policy easing has not succeeded in stimulating the housing market.

23 October 2014

Wanda Plaza – mass market drives robust growth

Despite growing competition for wealthier consumers, strong mass-market appeal and an innovative leasing model continue to support rapid growth for the market-leading mall developer.

23 October 2014

Wangfujing – facing downward pressure

Department store chain Wangfujing has seen sales and popularity decline on the rising challenge from e-commerce, particularly in first-tier cities, and though several initiatives are underway to try and restore sales growth, its outlook is uncertain.

23 October 2014

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