December 29, 2025 08:33 AM GMT China Property | Asia Pacific Monthly Tracker: November Data Deteriorated Further; 2026 may Stay Challenging Home sales saw deeper declines in November with faster price drops. We expect the physical market to stay challenging in 2026 given fast-worsening residential sentiment, higher inventory, reactive policy and a high base. We reiterate our suggestion to stick with quality SOEs with high alpha visibility. Seize the alpha: We expect further share-price divergence between th ...