Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Watch: Resilience as headwinds are building, Michelle Lam, Trey McArver, Jon Harrison, 17 Aug 2017
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China’s housing market to sail into policy headwinds

Overview

Mainland housing prices have shown considerable resilience to government tightening measures, with year-on-year double-digit growth across Tier 1 and larger Tier 2 cities for 19 consecutive months. Beijing’s response to the upward movement of property prices has been rather muted and we are increasingly concerned about how much room for manoeuvre the central authorities are allowing themselves when it comes to addressing the issue of housing bubbles. Too harsh a reaction could...

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