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China construction

China's property sector in decline

This page hosts our key research on China's property sector. It explains our views on the latest policy interventions and whether they will succeed in the near-term in supporting sales and activity. But it also explains why the outlook for the sector will ultimately be determined by a set of formidable structural forces. We have cautioned clients since 2017 that the property sector had reached a turning point and that demand for new housing was likely to halve by 2030.