Robert Ciemniak was interviewed on CGTN - sharing the Real Estate Foresight commentary on the impact of the latest China stimulus measures on the housing market.
A major macro catalyst, but we wouldn't be over-enthusiastic for the underlying housing markets (new home sales, house prices) given the structural changes under way and the stated policy objectives.
"Stabilise it." - is how we summed it up in the Sep 30 China Property report.
Full interview: