A potentially massive change is underway in the housing markets in China. The great policy push by the government from the very top since mid-2017, and the bottom-up need driven by affordability problems and changing mindsets have taken the rental housing market centre stage in the China property sector. Yet has anyone really figured out how to[…]
In the Expert Series podcast by View from the Peak, Robert Ciemniak, the Founder-CEO of Real Estate Foresight talks about the three games shaping the dynamics of the China housing markets today: https://lnkd.in/fSSbN4h
How’s the sentiment on China in major Western media? Real Estate Foresight’s sentiment index (see the chart) shows clearly a deteriorating trend. Interestingly, the patterns of index movements in blue line below relate quite closely to the changes in the Shanghai Stock Exchange stock index – the red line. The index is based on the[…]
We have put a full set of samples of our ongoing research on China housing markets into an easy-to-read, quick-to-download format online. Access on request, for qualifying institutional players only – contact us directly.
China housing is not one market, but it is not 600 different markets either. There are some clear patterns in how some cities behave similarly in their direction of the house price growth, and some exhibit very unique behaviour. A finer understanding of these patterns can help investors better assess the risk in city selection strategies[…]
This heatmap from Real Estate Foresight illustrates the patterns of the year-on-year house price growth in China for each of the major 70 cities (each little row) and overall across these cities, between January 2011 and February 2018, using the monthly price index data from the National Bureau of Statistics, including the latest for February,[…]