|
Feb 13, 2026
|
|
WATCH
|
Secondary home listings have declined, and transaction volumes in key cities like Shanghai are stabilizing. A potential 80 billion RMB rescue package for Vanke is reported. If the Vanke package goes through, it benefits quality private developers by lowering offshore funding costs. 2026 is viewed as an inflection point where policy support finally stabilizes the market. WATCH. Look for sustained sales data in the "Spring Season" (March) to confirm the recovery before entering. If the Vanke rescue fails, they may face debt restructuring, though HSBC views this as idiosyncratic. |
Bloomberg Markets
Chinese Stocks Can't Wait for Holiday Break, ...
|