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Update Alerts

Positive signs amid gloomy March data

GDP growth slowed in 1Q15 and economic activity weakened further in March. However, signs of a recovery in the housing market and more aggressive government spending reinforce our view that China’s slowdown may be nearing the bottom.

15 April 2015

Home sales rise in early April

Housing markets recorded further gains in the first 12 days of April, according to local property bureau data from 42 cities. 

13 April 2015

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

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

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

Key policymakers pledge stock market support

Two key Chinese policymakers have publicly stated their support for the rally on domestic stock markets, reinforcing our view that Beijing sees bullish A-share markets as a central plank of its new monetary policy framework.

13 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

China ramps up local government bond issuance

A framework for dealing with existing local government debt appears to be emerging, although there is still little clarity as to how new local government spending will be funded this year. 

11 March 2015

China takes significant steps towards a rural land market

The recent launch of a pilot scheme enabling the free trading of some rural land-use rights and a new land rights registration drive are significant steps towards the creation of a rural land market.

06 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

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