deleveraging

Download PDF: perspective-on-chinese-real-estate-sector-pcDownload The news related to Evergrande default last month has reignite investors attention to the country real estate sector, which is a major driver of Chinese growth and strongly intertwined to the country’s banking sector. Moreover, property accounts for 70% of household wealth – a significantly higher portion compared to U.S. and JapanContinueContinue reading “China: Implications from Real Estate Crackdown and Growth Outlook”