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Update Alerts

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

Investment growth weakens in July

Chinese fixed-asset investment (FAI) growth slowed sharply in July, according to data published August 13 by the National Bureau of Statistics. State FAI growth weakened, while the June rebound in private investment growth proved short-lived, in line with our expectations.

13 August 2014

Alibaba and JD.com strengthen grip on e-commerce market

China’s two largest e-commerce companies, Alibaba and JD.com (JD:Nasdaq), continue to cement their leading position in the rapidly consolidating e-commerce market at the expense of mid-sized players, according to our latest consumer survey.

11 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

Mall operators gain more ground as department stores struggle

Leading Chinese shopping mall operators continue to gain in popularity at the expense of traditional department store chains, according to our latest survey of 1,428 Chinese shoppers.

06 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

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

Apple gains popularity as Samsung squeezed further

Our latest large-scale consumer survey showed a further surge in popularity for Apple smartphones at the expense of Samsung, which is also being squeezed by lower-cost Chinese rivals in the mass market.

21 July 2014

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