China’s growth stabilization masks ‘great divide’ of surging exports, slumping property https://t.co/isvkpVlTim ...

Prices for apartments in South Korea’s capital extended their rally to a 45th week as the country’s property market stayed heated despite wide-ranging government measures aimed at cooling demand https://t.co/J9ccS6SHex ...

Inflation & Monetary Policy - South Korea's consumer inflation remained stable in November [1] - This gives the central bank more reason to maintain a cautious approach to monetary easing [1] Financial Imbalances & Property Market - Authorities are concerned that a persistent property market rally could trigger financial imbalances [1]

More forceful attempts to revive the property market are needed. Unfortunately, the measures under consideration by China’s leaders are unlikely to be sufficient https://t.co/0x7TtWq77F ...

Summary of the Conference Call on China Property Market Industry Overview - The report focuses on the **China Property** market, specifically analyzing data from October 2025 and projecting challenges into the first quarter of 2026 [1][2]. Key Points and Arguments 1. **Home Sales Decline**: Home sales in October experienced a significant decline, with primary sales volume in 65 cities dropping by **32% year-on-year** and secondary sales volume in 33 cities declining by **33% year-on-year**. This is a stark contrast to the previous month where primary sales were down only **8%** and secondary sales were up **10%** [3]. 2. **Accelerated Price Decline**: The **NBS 70-city primary home prices** fell by **2.6% year-on-year** and **0.5% month-on-month**, while secondary prices dropped by **5.4% year-on-year** and **0.7% month-on-month**. Tier 1 cities saw a deeper decline in secondary prices, with a **0.9% month-on-month** drop [4]. 3. **Inventory Levels**: Primary inventory months increased to **26 times** in October, indicating a rise in unsold properties. Tier 1 cities saw inventory rise to **15.4 times**, tier 2 to **25.3 times**, and tier 3 to **35.5 times** [6]. 4. **Land Sales**: Land sales in 300 cities dropped by **21% year-on-year** in gross floor area (GFA) and **26% year-on-year** in value, contributing to a year-to-date decline of **11.2%** in GFA [7]. 5. **Market Sentiment**: The residential sentiment is rapidly worsening, influenced by high inventory levels and reactive policy measures. This sentiment is expected to persist into the first quarter of 2026 [1][2]. Investment Recommendations - The report advises a **defensive and selective investment strategy**, recommending accumulation of quality State-Owned Enterprises (SOEs) with high alpha opportunities, such as **CR Land (1109.HK)** and **C&D (1908.HK)**, which are seen as long-term market consolidators with attractive dividend yields. **Seazen (601155.SS)** is also highlighted for its robust mall rental and private REIT divestment [2]. Additional Insights - **Client Engagement**: Client visits increased by **3% year-on-year** and **3% month-on-month**, indicating a slight uptick in market engagement despite the overall negative sentiment [5]. - **Listing Volume**: New secondary listings softened to **-7% month-on-month** and **-7% year-on-year**, while total listings remained stable with a **0.1% month-on-month** increase [5]. This summary encapsulates the critical insights from the conference call regarding the current state and future outlook of the China Property market, highlighting significant declines in sales and prices, rising inventory levels, and strategic investment recommendations.

South Korea’s property market picked up steam, reversing from three straight weeks of moderating price increases in a signal that strengthens the case for the central bank to hold interest rates steady at next week’s policy meeting https://t.co/K9NurVCwRc ...

Aluminum, copper and iron ore rose following news that Beijing is considering measures to turn around China’s struggling property market, after a years-long slump that’s dented commodities demand https://t.co/D6dLYUx5DM ...

China is considering new measures to turn around its struggling property market, as concerns mount that a further weakening of the sector will threaten to destabilize its financial system https://t.co/5Luf6IicCv ...

Market Trends - Australian home prices experienced the fastest growth in over two years in October [1] Risk Assessment - Resurgent property market poses a risk, potentially complicating the Reserve Bank's efforts to control inflation [1]

China’s home prices fell more steeply in September, despite recent easing measures introduced by major cities to revive the struggling property market https://t.co/KfN86SS6VP ...