Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
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* China Watch: The profit cycle – still some way to go, Michelle Lam, Trey McArver, Larry Brainard, 30 Nov 2017
* China Watch: China’s road to an automotive superpower, Michelle Lam, Trey McArver, Larry Brainard, Kingsmill Bond, 23 Nov 2017
* China Watch: Financial liberalisation - a step forward, Jon Harrison, Michelle Lam, Trey McArver, 16 Nov 2017

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China Monitor: Property market improving but investment shortfall is cause for concern

Overview

After suffering months of declines, China’s housing sector is now showing stronger resilience to the slowdown in the broader economy and reduced consumer confidence exacerbated by the retreat of the Mainland stock markets over the summer. As we expected, official data for August show further improvements in the health of the housing market, including renewed momentum in sales velocity and price growth. While we are confident that this trend is likely to continue into early next...

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