4 h. ago Morgan Stanley Says China’s Property Prices Could Drop Another 3 Percent in 2026

Morgan Stanley Says China’s Property Prices Could Drop Another 3 Percent in 2026  LUXUO

Politics

27 h. ago Mainland China’s home prices extend slide, adding strain to struggling property sector

Home prices in mainland China continued to decline at a rapid pace in December, posing challenges for an economy that is struggling to find new growth drivers. New home prices fell 0.4 per cent month on month on average across 70 cities, according to data from the National Bureau of Statistics (NBS) on Monday. The fall matched November’s drop and was among the steepest in more than a year. Prices slipped 3 per cent year on year in December, accelerating from a 2.8 per cent drop in November. Only...

Society

53 h. ago Hotel conversions gain traction in China’s office market amid high vacancies

More economy and mid-range hotel operators in China are leasing office buildings for conversion to guest accommodation, and such flexible, mixed-use approaches are expected to increase amid a continued weakening of the office market. In some Chinese cities, the practice of multiple hotel brands co-leasing separate floors within a single building has become more prevalent, fuelled by interest from both property owners and hotel operators. In Hangzhou, the capital of eastern China’s Zhejiang...

Society

2 d. ago China Lowers Downpayment Ratio for Commercial Property to 30%

China Lowers Downpayment Ratio for Commercial Property to 30%  Bloomberg

Politics

5 d. ago Opinion | China set to double down on property market stability

Opinion | China set to double down on property market stability  South China Morning Post

Politics

7 d. ago Hong Kong property: Citi lifts forecast after Morgan Stanley’s upgrade

Major financial institutions, including Citi and Bank of America, are increasingly optimistic about Hong Kong’s residential property market this year, as lower mortgage rates and strong leasing demand change buying behaviour. Citi raised its home price forecast to 8 per cent this year, up from 3 per cent in October, citing a faster-than-expected rebound last year. “[There will be] further acceleration in 2027 under a multi-year upcycle,” said Griffin Chan, head of Asia-Pacific property research...

Politics

8 d. ago Foreign, Hong Kong retailers close stores in mainland China amid changing dynamics

Mainland China’s retail and retail property sectors have suffered another blow amid a fresh wave of store closures by foreign and Hong Kong brands. “The series of closures come as a combined result of their outdated business models and profound changes in the macroeconomic environment,” said Wang Tianshi, an analyst at Shanghai-based LeadLeo Research Institute. “Compared with emerging mainland retailers, Hong Kong and foreign brands often remain under a ‘selling on the mainland’ phase, rather...

Politics

8 d. ago China to accelerate building data property rights registration system

China to accelerate building data property rights registration system  People's Daily Online

Politics

9 d. ago Have investors missed the boat on Japan’s property market amid tensions with China?

Japan’s property market was less likely to deliver significant rewards to investors because of heightened geopolitical tensions with China, more than a tightened monetary policy, according to analysts. “The yield spread is likely to narrow as cap rates are unlikely to widen,” said Chinatsu Hani, head of research at Tokyo-based CBRE. “However, spreads should remain in positive territory.” The Bank of Japan in March last year began unwinding its nearly decade-long negative interest rate policy –...

Economics

9 d. ago Heightened tensions with China rattle Japan’s property market: analysts

Heightened tensions with China rattle Japan’s property market: analysts  South China Morning Post

Events

1 week ago China’s yuan to strengthen to 6.85 per US dollar in first quarter of 2026: Morgan Stanley

Morgan Stanley has revised its outlook for the yuan, now forecasting it to strengthen to about 6.85 per US dollar in the first quarter of 2026 from a previous call of 7.05, before weakening slightly to about 7.0 by the end of the year. The bank said it expects China’s “robust” exports through 2026 to 2027 to provide “a steady tailwind to nominal yuan”, with volumes projected to grow 5 to 6 per cent as the recovery in global demand broadens beyond tech and the country’s price competitiveness...

Politics

1 week ago Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley

Yuan to strengthen to 6.85 per US dollar in first quarter 2026: Morgan Stanley  South China Morning Post

Politics

1 week ago China Vanke offshore bondholders face near wipeout in Barclays worst

Offshore bondholders of distressed developer China Vanke could face near-total losses in a worst-case scenario, according to Barclays, underscoring the deepening risks in mainland China’s property sector. In a base-case scenario, bondholders may recover just 10.1 per cent of what they were owed, roughly half what already deeply distressed market prices suggested, the British bank said in a report. However, in a worst-case scenario, assuming lower proceeds from onshore assets and netting out...

Politics

1 week ago Furniture retailer Ikea to close 7 stores in China amid property market slump

Ikea will close seven stores in mainland China, as the multinational furniture retailer grapples with the country’s weak property market and sluggish consumer spending, which have dampened demand for its goods. Following a comprehensive review, Ikea China said the seven stores would cease operations from February 2. These are located in Shanghai’s suburban Baoshan district, Guangzhou, Tianjin, Nantong and Xuzhou in eastern Jiangsu province, Ningbo in eastern Zhejiang province and Harbin in...

Politics

1 week ago Morgan Stanley lifts Hong Kong property to ‘attractive’, with rebound to extend into 2027

Morgan Stanley upgraded Hong Kong’s property sector to “attractive”, noting that an all-round improvement in the city’s economy and a policy-driven recovery will continue to push prices higher this year. The US investment bank forecast home prices to rise around 10 per cent in 2026, with further gains expected in 2027, pointing out that the ongoing rebound marks the start of a new upcycle. “We expect all three sub-segments – Hong Kong residential prices, Central office rents and retail rents –...

Politics

2 w. ago China’s developers diminish further amid unending property downturn

China’s top real estate developers continue to shrink, according to industry data. The number of mainland property developers achieving annual contracted sales of at least 100 billion yuan (US$14 billion) dropped to just 10 in 2025 from a peak of 43 in 2020, research firm China Real Estate Information Corporation (CRIC) said in a report on Sunday. Among the top 10 developers, only one, China Jinmao Holdings, reported year-on-year growth in sales, according to CRIC. The ranks of developers in the...

Politics

2 w. ago China strengthens intellectual property protection in solar industry

China strengthens intellectual property protection in solar industry  pv magazine International

Politics

2 w. ago China should intervene more decisively to shore up property market: top party journal

China’s top party journal has called for a stronger package of policies implemented in one go – rather than through “piecemeal-style steps” – to stabilise the country’s struggling property sector, as the market remains vital to the domestic economy and consumer demand. The article published by Qiushi, the Communist Party’s leading theoretical journal, said policymakers should take concrete steps to stabilise the property market, urging them to implement measures that are “aligned with market...

Society

2 w. ago No ‘piecemeal’ steps: Chinese journal urges more support for property sector

No ‘piecemeal’ steps: Chinese journal urges more support for property sector  South China Morning Post

Politics

2 w. ago Why investors should remain bullish on Hong Kong, mainland stocks in 2026

Judging by investor sentiment in the final quarter of last year, the spectacular rally in mainland Chinese and Hong Kong equities is over. The CSI 300 index of Shanghai- and Shenzhen-listed stocks declined 0.2 per cent while the MSCI China Index fell by over 7 per cent. The Hang Seng Index, meanwhile, lost 4.5 per cent. While most Wall Street banks remain bullish on Chinese stocks, some have turned more cautious. Morgan Stanley believes 2026 will be “a year of stabilization after 2025’s high...

Economics