Charlene Chu, a debt-focused senior analyst at Autonomous Research, sees trouble at China Vanke as a sign that the country’s economic problems are likely to get worse next year.
PROPERTY
China’s property sector ailing, but BofA sees some silver linings
Helen Qiao, Chief Greater China Economist at BofA Global Research, discusses the challenges in China’s property sector. She says though it has been a drag on the mainland economy, she sees some signs …
Why China’s property crash must be kept be top secret
As home sales continue to plummet, Beijing has curbed independent reporting of real estate figures. The gag order masks a deepening property slump that continues to erode household wealth and strain …
China’s property giant Vanke makes fresh bid to win support for bond payment as default risk looms
China Vanke made a renewed effort to muster bondholder backing for an onshore debt repayment due this week and avoid a default after the state-backed developer’s plan was rejected, rekindling concerns …
Morning Bid: China’s property pain sours year-end mood
China’s property sector is taking centre stage as traders kick off the last full trading week of the year, contending with a calendar strewn with risk events. No fewer than five G10 central bank …
China’s Economy Is Deteriorating on Several Fronts
The broad-based weakening spans consumer spending, investment and real estate.
China’s home prices slide further in November
China’s new home prices extended declines in November, official data showed on Monday, indicating that a recovery in demand remains elusive despite the government promising to stabilise the sector.
China’s property investment falls 15.9% y/y in January-November
Property investment in China fell 15.9% year-on-year in the first 11 months, widening from the 14.7% drop in the January-to-October period, official data showed on Monday.
Can China Continue to Export its Way Out of its Property Slump?
Chinese growth has relied on exports to an unprecedented extent in 2024 and 2025? Should that continue, or is it time to pivot?
Years Into China’s Property Crisis, Even More Dark Clouds Gather
Hi, this is Allen Wan in Shanghai, where we seem to be watching more dark clouds form over the nation’s property market.
China home prices to fall 3.7% this year, extending declines into 2026- Reuters poll
China’s home prices are forecast to decline 3.7% this year, broadly in line with the previous poll, and to continue fal …
China property crisis: UBS predicts 2.4 million foreclosures by 2027 as loan defaults rise
Apartments seized from small businesses could reach more than 2.4 million by 2027, according to UBS’ John Lam.
Chinese censors crackdown on online ‘doom-mongering’ of property sector
The Shanghai branch of China’s cyberspace regulator said on Tuesday that it removed thousands of online posts for “doom-mongering the real estate market and distorting interpretations of housing …
