ASHR - China: Property Easing Measures Are Speeding Up

2024-05-27 11:33:00 ET

Summary

• China's recent property policy measures resemble successful actions taken in 2008 and 2015, which led to property market recoveries.
• The new measures resemble the successful policy actions of 2008 and 2015, both of which led to "V" shaped property recoveries.
• Although the current macroeconomic environment presents more challenges, the measures could still provide a stabilizing effect on the property market.

By Han Peng, CFA

China’s cautious approach to property policy easing gained significant traction following the April politburo meeting. Notably, the new measures resemble the successful policy actions of 2008 and 2015, both of which led to "V" shaped property recoveries. Although the current macroeconomic environment presents more challenges, these measures could still provide a stabilizing effect on the property market. ...

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