Two of Sweden’s biggest landlords strike a more positive tone about the commercial property market https://t.co/s9PakXYXBP ...

Asia Pacific Equity Research 11 July 2025 China Property Another speculation-driven rally, but hopes for new policy support are indeed rising The sector jumped 6% on 10 July (HSI: +1%) due to market speculation that a "high-level meeting" will be held next week. We cannot verify the speculation, and if nothing concrete comes out by next week, we would expect some profit-taking. However, "the worse, the better" — weakening property data may drive stronger policy support (and thus a rally). Even if nothing co ...

13 July 2025 | 10:12PM HKT China: Three things in China Three quick highlights from China: n PPI deflation deepened in June: Although China's CPI inflation edged up from -0.1% yoy in May to +0.1% yoy in June, PPI inflation dipped further from -3.3% yoy to -3.6% yoy. This marks the most negative PPI inflation since July 2023 and the 33rd consecutive month of year-on-year PPI deflation. Combined with domestic concerns over manufacturers' delaying payments to suppliers and increased complaints from major tradi ...

China’s home prices fell at a faster pace in June, underscoring growing speculation for additional measures to revive the property market https://t.co/BlonuUWwfq ...

South Korea’s household lending surged in June at the fastest pace in 10 months, driven by a hot property market in Seoul that’s complicating the central bank’s efforts to support the economy with looser policy https://t.co/3xHJd3xQS9 ...

Technology venture capitalist Matt Cohler's £22 million purchase of a London mansion is the latest sign the city's beleaguered luxury property market is getting help from rich Americans https://t.co/QzT7sP5B7L ...

CRIC preliminary sales data show that contracted sales of 30 major developers we track recorded a deeper decline in June, dropping 32% y-y on average. We expect their sales to stay sluggish in 3Q owing to weakened resident sentiment, reduced landbank, and reactive policy rollout. Developers posted deeper sales decline in June, as expected: The top 50 and top 100 developers' attributable sales recorded declines of 26% and 26% y-y (vs. -9% and -10% in May), widening the YTD sales decline to -11% and -11% y-y ...

28 June 2025 | 2:27PM HKT The PBOC held its Q2 MPC meeting on June 23rd and the statement was released on June 27th. Consistent with the Q1 monetary policy report, the PBOC maintained an easing bias but adopted a less dovish tone than in the Q1 MPC meeting minutes. The central bank assessed that the Chinese economy shows positive momentum with sustained sentiment improvement. Emphasizing the execution of existing policies, particularly targeted easing, signals limited appetite for significant easing in the ...

Units of Indian real estate investment trusts are poised to extend gains on the back of falling interest rates and a buoyant commercial property market, analysts tracking the sector said https://t.co/vgB7LgWDXD ...

ab 16 June 2025 Powered by YES UBS Evidence Lab Global Research China Property China Housing Survey: Subdued sentiment but stabilisation in tier 1 cities Weakened price expectations, with divergence among cities UBS Evidence Lab's latest China Housing survey of 2,500 respondents across mainland China (28 March-21 April 2025; > Access Dataset) shows a subdued intention to buy property over the next two years compared with the previous survey in Sept 2024. However, we see divergence among cities, with stable ...