Fergus Naughton

Senior Analyst, China Research
+86 10 5960 3315

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Recent China research

* China Watch: Strong global growth a tailwind for China's deleveraging, Michelle Lam, Trey McArver, Larry Brainard, 14 Dec 2017
* China Watch: Outlook for 2018, Larry Brainard, Trey McArver, Michelle Lam, 7 Dec 2017
* China Perspective: North Korea scores, US stuck, Jonathan Fenby, 1 Dec 2017
* 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

See all our China research >>

CHINA: Quarterly property report

Overview

Housing data for August bear out our belief that China’s property sector will continue to disappoint in the near term as negative sentiment weighs on the market and the protracted downward slide in price growth and sales volumes persists. Concerns continue to grow about the overall impact of the property market decline on broader economic growth and how policymakers in Beijing will try to turn the tide in an environment awash with self-fulfilling pessimism. But we believe the...

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