Property roundup | Getting banks on board

Beijing’s annual government work reports (GWR) are supposed to set the direction for economic policy in the year ahead – but 2026’s iteration raised more questions than it answered. ICYMI: On March 5, the annual meeting of China’s legislature (NPC)… Read More »

March is shaping up to be a tense month in China-US relations. At the end of last month, we told you that US-China relations were on a steady (but fragile) path toward stabilization. Both countries seemed satisfied with the follow-through… Read More »

To view as a pdf, click here. Executive summary As China's property crisis enters its sixth year, Shanghai's used-home buyback pilot could bring the bottom into view faster than otherwise possible. To date, destocking efforts have failed on price: For… Read More »