Special Report

China: A Housing Turnaround In 2023?

22 May 2023

by Arthur Budaghyan, Chief EM/China Strategist

The outlook is downbeat for the share prices of both onshore and offshore Chinese property developers in absolute terms, and relative to China’s overall equity benchmark. A marginal increase in housing construction activities in the rest of this year implies that there will be not a meaningful recovery in the demand for commodities, such as iron ore, steel, cement and glass.

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BCA Research | China Investment Strategy

Evaluates both the cyclical trends and structural developments of China's economy, offering investment recommendations for China and the Greater China Region.