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Update Alerts

Chinese home sales continue to strengthen

Home sales accelerated in the first 21 days of May following strong growth in April, according to local property bureau data from 42 Chinese cities.

22 May 2015

April macro data underscores need for further credit loosening

Despite a sharp rise in home sales and some signs of stabilisation in industrial output in April, slower credit issuance led to a sharp fall in investment growth, strengthening the case for further loosening measures.

13 May 2015

Shanghai-Hong Kong Connect investors favour dual-listed stocks

The recent surge in trading via the Shanghai-Hong Kong Stock Connect scheme has primarily been focused on eligible large-cap, dual-listed stocks on both bourses.

12 May 2015

China targets high borrowing costs with interest rate cut

The 25bp reduction to the benchmark lending rate is a fresh attempt to reduce still-high lending costs in the economy.

11 May 2015

Strong developer sales a further sign of housing recovery

The results of China Confidential’s proprietary survey of real estate developers corroborate signs that housing markets strengthened further in April.

30 April 2015

Chinese home sales show further growth

Home sales in the 42 cities monitored by China Confidential rose sharply in the first 23 days of April, while housing inventories were drawn down, according to local property bureau data.

27 April 2015

Further RRR cut to provide additional support

China’s 100bp cut to its reserve requirement ratio (RRR) for commercial banks signals a further attempt to boost credit growth and stabilise the economy, in line with our expectations. With key shadow finance asset classes continuing to contract in March, there is room for further overall loosening measures to support this stabilisation in economic growth.

20 April 2015

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

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