|
|
|
|
|
21.11.25 - 06:12
|
China Prepares New Property Stimulus Package As Housing Crisis Enters Year Six (ZeroHedge)
|
|
|
China Prepares New Property Stimulus Package As Housing Crisis Enters Year Six
The global stimmy train is about to leave the station.
With Japan - which is now in recession - set to announce a massive (for its GDP) $150BN fiscal stimulus any second, it's (increasingly belligerent) neighbor to the west is also about to make it rain.
China is considering new measures to turn around its zombified property market, about to enter its 6th year of contraction, as concerns mount that a further weakening of the sector will threaten to destabilize its financial system, Bloomberg reports
Policymakers including the housing ministry are considering a slew of options, such as providing new homebuyers mortgage subsidies for the first time nationwide. Other measures being floated include raising income tax rebates for mortgage borrowers and lowering home transaction costs. In the end, however, China will just do what every economy does when it is scrambling to kickstart demand: it will hand out chec...
|
|
|
|
|
|
|
20.11.25 - 06:42
|
China Weighs Fresh Property Stimulus Package (Bloomberg)
|
|
|
China is said to be considering new measures to turn around its struggling property market, as concerns mount that a further weakening of the sector will threaten to destabilize its financial system. Bloomberg's Stephen Engle reports on "Insight with Haslinda Amin." (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
14.11.25 - 05:24
|
China′s housing slide deepens as October prices fall at fastest pace in a year (SCMP)
|
|
|
The decline in China's home prices is accelerating, with new home prices in October – traditionally a peak month for sales – falling at the fastest pace in 12 months across the country despite government support, as the economy slows and job prospects remain uncertain.
New home prices fell 0.5 per cent month on month on average across 70 sampled cities, according to National Bureau of Statistics data released on Friday. It was the steepest drop since the 0.7 per cent fall in September last year.......
|
|
|
|
|
|
|
|
|
|
|
13.11.25 - 11:48
|
China′s property sector needs stronger stimulus: Citigroup economist (SCMP)
|
|
|
Stronger stimulus measures are needed to halt the decline in China's embattled property sector, as Beijing aims to guide the national economy towards a stable and healthy trajectory, according to Citigroup.
An incentive package – including interest rate reductions, tax cuts, further relaxation of home purchase restrictions and the buy-back of idle land – could help revitalise the real estate industry, said Yu Xiangrong, Citi's chief economist for Greater China, during a media briefing in......
|
|
|
13.11.25 - 07:18
|
Gaw Fund Risks Default on $260 Million Shanghai Property Loan (Bloomberg)
|
|
|
A fund led by private equity firm Gaw Capital Partners failed to repay a $260 million loan tied to a Shanghai office tower that was due this week, according to people familiar with the matter, in a fresh sign of rising default risks in China's battered real estate market....
|
|
|
13.11.25 - 05:24
|
China′s CR Land seeks US$260 million from stake sale in property services arm (SCMP)
|
|
|
Chinese developer China Resources Land (CR Land) plans to raise more than HK$2 billion (US$260 million) by selling a 2.17 per cent stake in its property-management arm, China Resources Mixc Lifestyle Services, through a discounted share placement.
CR Land agreed to place 49.5 million shares of CR Mixc Lifestyle at HK$41.70 each, according to a filing to the Hong Kong stock exchange on Thursday. It represented a 9.58 per cent discount to the subsidiary's last closing price of HK$46.12, and a 1.3......
|
|
|
12.11.25 - 11:15
|
Märkte und Trends 2026: Weltwirtschaft - Die Karten werden neu gemischt (Helaba)
|
|
|
2026 dominieren zyklische Aspekte. Wegen des größtenteils durch Bewertungsexpansion getragenen Kursanstiegs haben DAX und EURO STOXX 50 bereits sehr viel Positives vorweggenommen – deutlich mehr, als durch die zaghafte Erholung der konjunkturellen Frühindikatoren zu rechtfertigen ist. Für weitere Kursanstiege müssen die Gewinnerwartungen sogar übertroffen werden. Dass bei den Ergebnisschätzungen bislang die negativen Revisionen überwiegen, stimmt allerdings eher skeptisch. Wir rechnen daher für 2026 lediglich mit einer Seitwärtsbewegung. Für das Jahresende erwarten wir den DAX bei rund 25.000 Punkten.. --- Für den S&P 500 sehen wir für 2026 kein nachhaltiges Kurssteigerungspotenzial. Für das Jahresende erwarten wir den Leitindex bei 6.800 Punkten.. --- Gold: Der König im Spiel --- Immobilien: Neue Karten, alte Probleme --- Devisen: Trump kein Trumpf für Dollar --- Deutschland: Die Regierung ist am Zug --- USA: Die Devise heißt weiter „Vabanque!“ --- China: Alles auf eine Karte!
|
|
|
|
|
|
|
|
10.11.25 - 10:01
|
Odd Lots: How Chinese Real Estate Became a Huge Bubble (Podcast) (Bloomberg)
|
|
|
Land is a weird asset. We need it to be affordable because everyone needs somewhere to live. But for many people, real estate is also their biggest store of wealth — a kind of national piggybank that fuels both personal fortunes and broader economies. Nowhere is that tension sharper than in China, where housing affordability remains a major challenge even as real estate has been a huge driver of wealth for households and companies alike. China's policymakers have now spent years trying to let th...
|
|
Immobilienmarkt China 15026.2605 -1.01% (China A50 Kurs)
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
