A closer look at the economic numbers suggests that a bad real estate industry is not all bad news for the Chinese economy.

Are China’s real estate problems different? When we published our paper “Peak China Housing” (based on pre-COVID data) in 2020, our thesis—that China was facing a difficult transition from real-estate ...

China has relaxed or eliminated measures on home buying to spur new purchases. This has made a vocal constituency of existing homeowners very unhappy. By Daisuke Wakabayashi and Claire Fu Reporting ...

After a challenging three years for China’s real estate sector, a government stimulus package and improving macroeconomic conditions have raised hopes that the industry has turned a corner China’s ...

The government had set out to slow speculation, kicking off a slowdown in real estate values that is still grinding on with wide economic consequences. A China Evergrande development in Beijing on ...

As the Third Plenum looms next month, the country’s troubled real estate sector won’t be far from top Chinese policymakers’ minds. China’s real estate industry is grappling with huge challenges. In ...

We are bullish on KE Holdings due to its strong competitive moat, data-driven platform, and attractive valuation amidst China's challenging property market. BEKE's unparalleled competitive moat and ...

The threat posed by Chinese entities purchasing real estate in the U.S. is real. Enacting prohibitions, and strengthening existing prohibitions, on real estate sales to foreign adversaries is overdue.