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18th Nov 2025 10:14China+Daily Monitor
  • China’s residential property market is weakening again, in the absence of robust new policy support.
  • Broad inventory needs another 18 months to bottom out, but even that depends on sentiment stabilising.
  • A modest rise in land sales this year, albeit from a very low base, is a flickering ray of light.

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Keywords for: 20 November 2025 China+ Monitor

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