John Lam, Head of China & HK Property Research at UBS Investment Bank, explains why he sees a 10% decline in property prices and new home sales in China for 2026. He also explains why…
Tagged By property
China Vanke’s near-default exposes fragility of the faltering recovery in the property industry
China Vanke, once the country’s largest homebuilder, narrowly avoided defaulting on a $284 million debt last week as the painfully slow recovery in China’s property market drags on.
China extends home purchase tax cut to bolster property market
China will extend a policy scrapping value-added tax on certain home sales in a move aimed at easing the country’s persistent property slump.
How China’s property crisis helped crash its art market
A property boom that kicked off in the early 2000s became one of the biggest, fastest generators of wealth in history. Art deals became an easy way for billionaires to flaunt their riches. Xu Jiayin,…
As a property slump drags on, China’s economy looks more resilient than it feels
By some measures, China’s economy is looking resilient, with strong exports and breakthroughs in artificial intelligence.
China’s property reset renews market confidence
The new real estate and investment policies of China are renewing international confidence in the country. The reforms undertaken by the country in 2025 show a clear commitment to opening the market …
China may think it’s time to ‘rip the band-aid off’ its struggling property market: Macrolens
Brian McCarthy from Macrolens says China Vanke, once viewed as a state-backed stabiliser in China’s property crisis, now appears set to follow Evergrande and Country Garden into default. With Beijing …
China’s property sector needs deeper fix, not ‘Band-Aid’ measures: Milken Institute
Perry Wong, Managing Director of Research at the Milken Institute, argues that the “Band-Aid” approach is failing to address China’s property market challenges. He suggests that further declines may …
What Trump, Chips, Property Can Divine About How China Fares in 2026
China will be entering the fifth year of a painful real estate crisis when the calendar flips to 2026. Over that period, falling home prices have sapped consumer spending, plunging property sales have …
China Jinmao sells 5-star Ritz-Carlton hotel in Hainan’s Sanya for US$322 million
China Jinmao Holdings, the property development arm of state-backed Sinochem Holdings, has sold a tourism subsidiary that owns the five-star Ritz-Carlton hotel on Hainan Island for 2.26 billion yuan …
China Vows to Stabilize Property Market as Crisis Deepens
Chinese policymakers pledged to intensify their efforts to stabilize the housing market at a key economic meeting, reaffirming policies issued last year but stopping short of the measures some …
China vows city-specific fixes to clear housing glut, stabilise property sector
Housing minister pledges to empower local governments to buy unsold inventory and shift towards selling only finished homes with a ‘what you see is what you get’ model.
China’s property crisis: Is recovery possible in 2026?
It’s been over four years since Evergrande’s collapse sent shockwaves through China’s property market – and the hits keep coming. Debt, liquidity, and flagging confidence continue to loom over the …
