摩根大通：中国房地产财政部将加大政策支持_专家电话会议总结

China Property More policy support from MOF/takeaways from expert call The MOF press conference on 12 October laid out three policies for the property sector. Although no concrete number/scale was given, the direction (i.e. allowing special LGB for purchasing idle land/unsold units and lowering tax rates) is mostly in line with our expectation. Theoretically, these moves, albeit not game changers per se, help optimize the supply/demand dynamics, but practically we see hurdles in execution. That said, with V ...