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Housing market

A collection of 4 posts
QuickScan: Data Dump July 2024
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QuickScan: Data Dump July 2024

In this Data Dump, we delve into China’s latest macro data, focusing on the housing market, corporate sentiment, the labour market and exports. We also take a look at whether household spending could pick up over the coming months. Read more in our Data Dump. New home sales fell
12 Aug 2024 4 min read
QuickScan: Data Dump July 2023
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QuickScan: Data Dump July 2023

We take a look at recent economic data, the housing market and household sentiment. We remain cautious since we believe there are still too many drags on sentiment.
21 Jul 2023 5 min read
QuickScan: Nascent Housing Recovery
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QuickScan: Nascent Housing Recovery

In this QuickScan, we provide an overview of China’s nascent housing market recovery in recent weeks.
03 Apr 2023 2 min read
DeepDive: Household Deposits, WMPs and Home Sales
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Consumer Featured

DeepDive: Household Deposits, WMPs and Home Sales

Since our last DeepDive in late December, Chinese officials have announced further steps to stimulate the economy this year. In this DeepDive, we take a look at household deposits and how they are related to home sales and the performance of wealth management products (WMPs). We also provide an updated
16 Jan 2023 5 min read
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