Hi, this is Allen Wan in Shanghai, where we seem to be watching more dark clouds form over the nation’s property market.
Tagged By property
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 …
Why China hasn’t bailed out Vanke: Economist on property sector outlook
Hao Hong, Chief Economist at Lotus Asset Management, says the weakness in China’s property sector is increasingly being overlooked as it contributes a smaller share to the overall economy. He explains …
China Property Crisis Will Stalk Its Economy Into 2026
It’s never a great day for Beijing policymakers when #ChinaEvergrande is trending. But here we are as giant developer China Vanke Co. shocks markets by proposing a delay in making a payment on a local…
China tells stats providers to halt home sales data publication — Bloomberg
Two of China’s private data agencies withheld monthly home sales figures at the government’s behest, people familiar with the matter said.
China’s private data on home sales vanishes after Vanke turmoil
Two of China’s private data agencies skipped releasing data on monthly home sales by the country’s top developers, after state-backed Vanke stirred market concerns with its bond extension bid.
China’s private home-sale data vanishes after Vanke turmoil
The delayed data disclosure comes after Vanke — long considered one of the sector’s healthier firms — sought to postpone repayment on a local bond for the first time last week …
China’s November new home prices climb but resale values extend declines, survey shows
BEIJING, Dec 1 – China’s new home prices rose at a faster pace in November, but prices in the secondary market declined further in a sign that the crisis-hit property sector has yet to bottom…
China’s Markets Rattled as Vanke Revives Property Crisis Fears
When an emblem of China’s unprecedented property crisis lurches further toward the brink, it’s hard for investors across asset classes in the world’s second-biggest economy to look away.
China’s Property Crisis Deepens as Vanke Risks Default | Vantage with Palki Sharma
China’s real estate sector faces new turmoil as Vanke, once the country’s largest developer, teeters on the edge of default. Investor confidence has plummeted, with Vanke’s bonds losing over 30% in …
China property crisis thrust back into spotlight by Vanke plunge
Vanke has lost its ability to generate cash flow and is “relying on external transfusions to keep operating”, said Zhang Dawei, chief analyst at Centaline Property. Investors are watching to see if …
