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China s Stimulus Announcement Missing a Key Phrase on RE Crackdown

President Xi Jinping famously said "Houses are for living in and not for speculation" in October 2017, which kicked off measures to cool a red-hot property market.

The most interesting part of China s stimulus announcement was the omission of a key phrase that ignited the 2020 crackdown on the real-estate sector

President Xi Jinping famously said "Houses are for living in and not for speculation" in October 2017, which kicked off measures to cool a red-hot property market.

Analysis-Words only go so far: Investors want property fixed before buying China

For all the excitement whipped up in China's markets by the Politburo last week, foreign investors say policymakers' words will have to be matched by substantive action to clean up an ailing property sector before confidence recovers. The sector accounts for a quarter of China's economy, yet developers' debts are sliding deeper into distressed territory, with repayment problems mounting while sales crumble. When the Politburo signalled that there would be changes to real estate policy, along with other measures to boost an economy, it ignited the biggest one-day buying spree in China's stock markets since 2021.

Words only go so far: Investors want property fixed before buying China

For all the excitement whipped up in China s markets by the Politburo last week, foreign investors say policymakers words will have to be matched by substantive action to clean up an ailing.

Analysis:Words only go so far: Investors want property fixed before buying China

HONG KONG/NEW YORK : For all the excitement whipped up in China's markets by the Politburo last week, foreign investors say policymakers' words will have to be matched by substantive action to clean up an ailing property sector before confidence recovers.The sector accounts for a quarter of China's econom

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