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08.08.25 - 00:45
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UBS Pushes Back China Property Recovery Timeline Amid Faltering Sales (ZeroHedge)
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UBS Pushes Back China Property Recovery Timeline Amid Faltering Sales
John Lam, head of China and Hong Kong property research at UBS, has pushed back his recovery timeline in China's battered real estate sector to the second half of 2026. The delay reflects fading sales momentum and growing stimulus fatigue from the People's Bank of China, raising doubts about near-term tailwinds for the world's second-largest economy.
In March, Lam told clients that home prices across top-tier markets would "turn stable" by early 2026. That forecast has been pushed out to mid-to-late 2026 unless more stimulus measures are rolled out.
"The sales momentum has become tepid in recent months," Lam said in an interview, quoted by Bloomberg, adding, "If that continues, a recovery will occur later than expected."
Last month, Goldman analysts led by Andrew Tilton warned clients that China's housing market continues to accelerate to the downside (read the note).
This raise...
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07.08.25 - 22:36
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UK interest rate cut: what does it mean for mortgages and savings? (The Guardian)
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Base rate reduction to 4% will hit some savers, but people with tracker home loans will see immediate benefit• Bank cuts interest rate for fifth time in a year• Base rate gift signals wage rise conflict is on the wayThe Bank of England has cut interest rates from 4.25% to 4%. It is the fifth reduction in a year and takes rates back to where they were in March 2023. Continue reading......
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07.08.25 - 10:01
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UK House Prices Rise At Fastest Pace In 6 Months (AFX)
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LONDON (dpa-AFX) - UK house prices grew at the fastest pace in six months in July as the property market started to stabilize following the end of the stamp duty holiday, data from the mortgage le......
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