China's Weak Property Data Could Accelerate Policy Intervention -- Market Talk

Dow Jones

Oct 21

0450 GMT - China's weak property data could accelerate policy intervention in 4Q, Daiwa analyst William Wu says in a research note. China's September new home sales were weaker than expected while home prices dropped faster. The analyst reckons easing measures introduced in Tier-1 cities since August have shown no clear impact on home prices. The contraction in residential investment widened in September, underscoring developers' caution amid rising uncertainties, the analyst notes. However, the weak data could be a positive catalyst for the sector's stocks as it may accelerate rollout of new stimulus, he says. In the long term, Daiwa prefers developers with high exposure to tier-1 cities and positioning in the high-end segment. Its top pick is China Resources Land. (sherry.qin@wsj.com)

(END) Dow Jones Newswires

October 21, 2025 00:50 ET (04:50 GMT)

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China's September new home sales were weaker than expected while home prices dropped faster. The analyst reckons easing measures introduced in Tier-1 cities since August have shown no clear impact on home prices. The contraction in residential investment widened in September, underscoring developers' caution amid rising uncertainties, the analyst notes. However, the weak data could be a positive catalyst for the sector's stocks as it may accelerate rollout of new stimulus, he says. In the long term, Daiwa prefers developers with high exposure to tier-1 cities and positioning in the high-end segment. Its top pick is China Resources Land. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 21, 2025 00:50 ET (04:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China's Weak Property Data Could Accelerate Policy Intervention -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina's Weak Property Data Could Accelerate Policy Intervention -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-10-21 12:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0450 GMT - China's weak property data could accelerate policy intervention in 4Q, Daiwa analyst William Wu says in a research note. China's September new home sales were weaker than expected while home prices dropped faster. The analyst reckons easing measures introduced in Tier-1 cities since August have shown no clear impact on home prices. The contraction in residential investment widened in September, underscoring developers' caution amid rising uncertainties, the analyst notes. However, the weak data could be a positive catalyst for the sector's stocks as it may accelerate rollout of new stimulus, he says. In the long term, Daiwa prefers developers with high exposure to tier-1 cities and positioning in the high-end segment. Its top pick is China Resources Land. (sherry.qin@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  October 21, 2025 00:50 ET (04:50 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0516422440.USD","symbol_name":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2577810547","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2577810547","pubTimestamp":1761022200,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0450 GMT - China's weak property data could accelerate policy intervention in 4Q, Daiwa analyst William Wu says in a research note. China's September new home sales were weaker than expected while home prices dropped faster. The analyst reckons easing measures introduced in Tier-1 cities since August have shown no clear impact on home prices. The contraction in residential investment widened in September, underscoring developers' caution amid rising uncertainties, the analyst notes. However, the weak data could be a positive catalyst for the sector's stocks as it may accelerate rollout of new stimulus, he says. In the long term, Daiwa prefers developers with high exposure to tier-1 cities and positioning in the high-end segment. Its top pick is China Resources Land. 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China's September new home sales were weaker than expected while home prices dropped faster. The analyst reckons easing measures introduced in Tier-1 cities since August have shown no clear impact on home prices. The contraction in residential investment widened in September, underscoring developers' caution amid rising uncertainties, the analyst notes. However, the weak data could be a positive catalyst for the sector's stocks as it may accelerate rollout of new stimulus, he says. In the long term, Daiwa prefers developers with high exposure to tier-1 cities and positioning in the high-end segment. Its top pick is China Resources Land. (sherry.qin@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  October 21, 2025 00:50 ET (04:50 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}