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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 ... (full story)
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- Aug 7, 2025 8:00pm Posted byFundamental Analysis277
