Pantheon Macroeconomics

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28th Dec 2023 12:25China+, Weekly Monitor

  • Developer funding improved in November, thanks to regulatory support to ensure project completions.
  • Home sales continue to fall steeply, but construction activity appears to be bottoming out at a low level.
  • A sharp fall in existing-home prices likely indicates a supply surge as investors offload properties.

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Keywords for: 2 January 2024 China+ Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence