中国地产：本轮上涨后的思考-China Property-Thoughts After Recent Rally

January 29, 2026 09:53 AM GMT China Property | Asia Pacific Thoughts After Recent Rally We think the recent sentiment-driven outperformance of the China property industry (11%YTD vs. 7% for MSCI China) is likely unsustainable, given the fragile housing market and the sector's high valuation. We see multiple near-term headwinds leading to a potential sector pullback into results season. | M January 29, 2026 09:53 AM GMT | | Idea | | --- | --- | --- | | China Property Asia Pacific | Morgan Stanley Asia Limite ...