// Global Analysis Archive
SCMP topic-page items indicate China’s property downturn persisted into early 2026, with falling prices, weakening sales, and continued developer balance-sheet stress. Policymakers and cities appear to be shifting toward targeted stabilisation measures, but limited fiscal space and uncertain restructuring outcomes remain key constraints.
Morgan Stanley expects China’s housing slump to persist in 2026, forecasting a further 2–3% decline in new home prices amid reactive, risk-focused policymaking and weak buyer sentiment. High inventories and falling sales values are expected to prolong the adjustment, with potential stabilisation in tier-1 and major tier-2 cities only from 2H 2027 under supportive macro conditions.
SCMP topic-page items indicate China’s property downturn persisted into early 2026, with falling prices, weakening sales, and continued developer balance-sheet stress. Policymakers and cities appear to be shifting toward targeted stabilisation measures, but limited fiscal space and uncertain restructuring outcomes remain key constraints.
Morgan Stanley expects China’s housing slump to persist in 2026, forecasting a further 2–3% decline in new home prices amid reactive, risk-focused policymaking and weak buyer sentiment. High inventories and falling sales values are expected to prolong the adjustment, with potential stabilisation in tier-1 and major tier-2 cities only from 2H 2027 under supportive macro conditions.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-778 | China Property in Early 2026: Stabilisation Push Meets Weak Demand and Restructuring Strain | China Property | 2026-02-07 | 0 | ACCESS » |
| RPT-322 | Morgan Stanley Sees China Housing Downturn Extending Into 2026 as Inventory and Confidence Weigh | China Property | 2026-01-29 | 0 | ACCESS » |