Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Perspective - Korea, China, US: Edging towards Brink, Jonathan Fenby, 14 Aug 2017
* China Watch: Why the growth path will be bumpier after the Party Congress, Bo Zhuang, Jon Harrison, Trey McArver, 10 Aug 2017
* Korean crisis grows more dangerous, Jonathan Fenby, 9 Aug 2017
* China Watch: Corporate earnings recovery boosts sentiment, Bo Zhuang, Larry Brainard, Trey McArver, 3 Aug 2017
* China: Korea circle grows more vicious, Jonathan Fenby, 2 Aug 2017

See all our China research >>

China Property Quarterly Report

Overview

China’s housing market is exhibiting further signs of stabilization: June figures showed a jump in sales velocity as well as a pickup in price growth across major cities. Historically, real estate activity tends to slow down during the hot summer months, but we believe this trend of stabilization will continue through Q3/15. Even more important, while housing prices have softened significantly since the market peak in 2011, we believe the severe turbulence in the A-share market over...

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