Our monthly real estate alert finds signs of overheating, with sales growth strong, and we are increasingly expecting targeted policy tightening to be gradually introduced over…

Pacific Epoch tracking indicates continued strong real estate demand, and an unexpectedly strong uptick in price growth

In our new, thematic dashboard, we illustrate a key dynamic that has driven the Chinese economy, and will be critical to its trajectory over the coming months

GDP, VAIO and FAI growth all ticked up in Q4, though notes of caution are to be found in slow progress towards rebalancing

Pacific Epoch lays out its expectations for the real estate market in 2013, finding little reason to deviate from our previous prediction of strong sales growth and controlled…

Data showed a continued recovery in November indicating that GDP growth will quicken in Q4 compared to Q3 (7.4% y-o-y). With the economy growing close to target and inflation still…

Pacific Epoch examines the ongoing reforms to the Public Welfare Fund Loans, and their impact on the Chinese real estate sector

Our monthly Real Estate survey finds that robust underlying demand, supported by targeted policy stimulus, delivered both m-o-m and y-o-y sales increases in November

Our October dashboard highlights that government-backed investment is driving a pickup in activity, with FAI growth the key driver of the Chinese economy over the coming months.

This month's real estate data update shows that demand remained firm through October - a peak industry sales season - as the market continued its steady recovery. More developers…