Research Briefing
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left...
Research Briefing
House prices are continuing their descent across China’s cities, signalling the country’s ongoing property market downturn still has distance left...
Research Briefing
Residential real estate commencements (floor area) are expected to pick up over 2025. However, activity will remain at structurally lower...
Research Briefing
Ahead of this spring's Two Sessions, we expect officials to realistically stake their growth target at around 4.5% in 2024...
Research Briefing
We are unconvinced that recent measures mark a turning point in China's housing downturn, just as we were cautious of...
Research Briefing
Growth in construction activity is expected to pick up in 2023, despite the spectre of recession in many advanced economies....
Research Briefing
Policies aimed at managing China's housing slump have led investors to query the shape and depth of a market correction....