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Recent China research
|China: More debt, higher rates, “stable” RMB, Bo Zhuang, Trey McArver, 17 Mar 2017|
|China: Not the healthy growth mix you hope for, Michelle Lam, 16 Mar 2017|
|China: Regional risk-off rises in growing crisis, Jonathan Fenby, Konstantinos Venetis, 13 Mar 2017|
|China: Caution prevails in Beijing, Bo Zhuang, Michelle Lam, Trey McArver, 9 Mar 2017|
|China: Benign outlook hinges on Fed moves, Bo Zhuang, Jonathan Fenby, 8 Mar 2017|
See all our China research >>
Funding problems are undermining China’s social housing plans
China’s programme for cheap social housing will see a large increase in construction starts during the rest of 2011 and in 2012 thanks to a major policy drive by the central government which plans 10 million starts in 2011. It is counting on this programme to provide demand for suppliers to the construction industry in the event of a substantial slowdown in the residential property market. The plan enjoys strong backing from Li Keqiang who is expected to be the country’s next Prime...