16 March 2026 China Real Estate Equities Housing wealth reset: Why 2026 matters for China's households Why is 2026 a pivotal year? We reiterate our view that the housing market will bottom out in 2026, resulting in household wealth stabilisation after four difficult years. While home prices remain under pressure, the decline should be narrower having peaked in 2024. This creates a knock-on effect: improved sentiment where stabilised household balance sheets encourage consumption. With investors still lightl ...