China Property Sector – NBS 2M23 data: Strong as expected
China Property Fatigue about easing expectation
China Property Sector – CNY: Crowded malls, pent-up buyers but overbuilt houses
China Property Sector: NBS Aug data in-line, expect better recovery in SepOct but sustainability is uncertain
China Property Sector:Good news is bad news?
China Property Sector – Property+ Weekly: Can we expect post-CNY recovery?
China Economy–Tentative signs of stability with property as major drag
China Property Sector – Property+ Weekly: Weak construction resumption rate dragged by property
China Property Service Sector – 2023 a year for market leaders and survivors
China Property Sector: Property+ Weekly: Sales momentum accelerated on lower tier cities