China Real Estate : Possible Light at The End of The Tunnel

Investment Insights

Since the inception of the three red lines policy, China's real estate sector has been heavily impacted by it, which is leading to a liquidity crunch in the sector. But with the recent introduction of the 16-point plan and the end of zero-COVID restrictions, China could finally be seeing the light at the end of the tunnel.

Key Takeaways:

The timeline of measures taken to ease the liquidity crisis in the real estate sector:

  • CNY 300bn (~USD 44bn) support measure (August 2022)
  • Guaranteed bond scheme (November 2022)
  • Relaxation in the use of presales money (November 2022)
  • 16-point plan to boost the real estate sector (November 2022)
  • CNY 1.28tr (~USD 179bn) support by China's mega banks (November 2022)

To know more...

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