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Update Alerts

Rate cut may support faltering housing market

Although the housing market weakened in the first two months of 2015 – reversing previous signs of a recovery – the recent cut to benchmark interest rates has the potential to restore upward momentum if mortgage lending is also ramped up.

03 March 2015

Rate cut a further sign of policy support

China’s second interest rate cut in five months is the latest sign that, with systemic shadow finance risks abating, policymakers have become more willing to adopt broad-based easing measures to stabilise economic activity in response to continued signs of weakness, rising real interest rates and continued capital outflows.

02 March 2015

KFC’s popularity falls further as Asian food chains gain ground

Our latest consumer survey provided further evidence of a structural decline in KFC’s popularity in China, with the brand’s popularity falling further and consumers increasingly favouring Asian-style fast-food chains.

24 February 2015

China announces end to temporary residence permits

The move means that rural migrant workers will be able to access urban public services without having to relinquish rural land rights, removing a significant barrier to urban migration.

17 February 2015

Pressure mounts on jewellery market leader Chow Tai Fook

Jewellery market leader Chow Tai Fook is losing its appeal among first-tier-city-based and high-income consumers amid intensifying competition, according to our latest large-scale consumer survey, adding to downward pressure on the company’s sales.

16 February 2015

Home sales remain weak in run up to Chinese New Year

Home sales data for early February from the 42 cities monitored by China Confidential were distorted by base effects from the Chinese New Year holiday period, but the underlying trend appears to be one of weakening momentum.

12 February 2015

RRR cut signals further support

The 50bp cut to the reserve requirement ratio is a further sign of Beijing’s shift to a more supportive policy stance. We believe this is aimed at halting the recent downward slide in economic activity, but we do not see any evidence yet of an intention to stimulate a sharp rebound in growth.

04 February 2015

Home sales fall in January

Home sales recorded a seasonal fall in January, according to local property bureau data in 42 Chinese cities.

30 January 2015

Chinese economic momentum remained weak in December

GDP growth stabilised in Q4, but there were few signs of recovery at year-end, amid a further deterioration in funding for investment projects.

20 January 2015

Chinese housing market shows signs of weakening

Sales data from the 42 cities monitored by China Confidential fell on both a MoM and YoY basis, raising concerns that home sales are starting to slow again. 

16 January 2015

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