China Property: New Homes Sales Volumes Dynamics (April/May) - Big Vs Smaller Cities

Short WUBA to Profit from China's Housing Market Corrections

Economist, Centennial Asia Advisors

Jason Tan

Economist

Centennial Asia Advisors

At Centennial Asia Advisors, we tell it like it is. We have no vested interests, no need for a China wall, and no reason to skew our outlook any other way. With over 30 years experience covering Asia’s political economy, you can be sure our conclusions and analyses are based on the unadulterated facts. Through years of fine-tuning our research methodologies, we deliver a quality of macroeconomic analysis few other houses can match.

Centennial Asia Advisors is an independent research and advisory firm that works with governments, multilateral institutions, financial firms and leading MNCs.

Economic Policy and Strategic Advisors

Macroeconomics

<ul>
<li>
<strong>Economic activity stabilising: </strong>Industrial production increased 6.0% y/y in May 16, unchanged from Apr 16. Retail sales moderated further on deceleration of housing-related sales, growing 10.0% y/y in May 16, slightly down from 10.1% in Apr 16.</li>
<li>
<strong>But weaker investment portends growing risks to growth: </strong>Fixed asset investment (FAI) decelerated to 9.6% y/y for Jan-May 16 from 10.5% in Jan-Apr 16. Of particular note was the even sharper weakening in domestic private investment, to only 3.9%. Foreign…</li>
</ul>



Economic activity stabilising: Industrial production increased 6.0% y/y in May 16, unchanged from Apr 16. Retail sales moderated further on deceleration of housing-related sales, growing 10.0% y/y in May 16, slightly down from 10.1% in Apr 16.

But weaker investment portends growing risks to growth: Fixed asset investment (FAI) decelerated to 9.6% y/y for Jan-May 16 from 10.5% in Jan-Apr 16. Of particular note was the even sharper weakening in domestic private investment, to only 3.9%. Foreign…


China: Overcapacity Continues to Plague Economy