China_ Three things in China

15 February 2026 | 7:00PM HKT Economics Research China: Three things in China Three quick highlights from China: Chinese current account surplus made a new high in Q4 n House prices and negative equity: The NBS 70-city property prices showed continued home price declines in January. In recent research, we examined the nonlinear relationship between home prices and negative equity. Due to data limitations, our analysis focused on six top-tier cities where existing home prices have dropped an average of 30% f ...